Financial Services Specialist

6 hours ago


Ahmedabad, Gujarat, India beBeeBusinessDevelopment Full time US$ 90,000 - US$ 1,20,000
Job Opportunity:

We are seeking a proactive professional to drive client acquisition in the US financial services sector.

  • 3-6 years of experience in business development, sales, or a client-facing role within the financial services sector.
  • Expertise in client prospecting, lead generation, and sales pipeline management for professional services.
  • Deep understanding of core accounting principles, including U.S. Generally Accepted Accounting Principles (GAAP), and common tax compliance and auditing standards preferred.
  • Excellent communication and presentation skills; proactive and results-driven.

Key Responsibilities:

  • Outbound prospecting and managing a sales pipeline
  • Nurturing leads to offer services such as accounting, bookkeeping, auditing, and taxation
  • Building relationships with key stakeholders and decision-makers by leveraging financial expertise
  • Collaborating with internal accounting teams to scope projects and present tailored solutions
  • Originating new client relationships and serving as a subject matter expert to close deals

Requirements:

  • Strong analytical and problem-solving skills
  • Ability to work independently and as part of a team
  • Excellent time management and organizational skills
  • Proficiency in MS Office and Google Suite
  • Strong attention to detail and accuracy

Bonus Points:

  • Experience with CRM software
  • Knowledge of financial regulations and compliance
  • Fluency in a second language


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