Financial Services Business Development Professional

24 hours ago

Bengaluru, Karnataka, India beBeeBusiness Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

Job Opportunity

We are seeking a proactive business development associate to drive client acquisition in the US financial services sector. The ideal candidate will be responsible for outbound prospecting, managing a sales pipeline, and nurturing leads to offer services such as accounting, bookkeeping, auditing, and taxation. You must have a deep understanding of core accounting principles and a proven ability to use a consultative sales approach to build relationships and close new client deals.

About the Role

  • This is an excellent opportunity for someone with 3-6 years of experience in business development, sales, or a client-facing role within the financial services sector.
  • The successful candidate will possess expertise in client prospecting, lead generation, and sales pipeline management for professional services.
  • They will also have 3+ years of experience in a client-facing role, with a particular focus on offering financial services like accounting, bookkeeping, auditing, and taxation to US clients.
  • A strong track record of sales success in a service-oriented market is essential.
  • The ideal candidate will have experience in sales, business development, and lead nurturing.
  • They should have a deep understanding of core accounting principles, including U.S. Generally Accepted Accounting Principles (GAAP), and common tax compliance and auditing standards preferred.
  • Demonstrated ability to build and maintain relationships with key stakeholders and decision-makers by leveraging financial expertise is crucial.
  • Collaboration with internal accounting teams to scope projects and present tailored solutions is also necessary.
  • A dual focus on originating new client relationships and serving as a subject matter expert to close deals is expected.

Key Requirements

  • Hands-on experience in outbound prospecting, managing a sales pipeline, and providing initial financial consultations to potential clients is required.
  • Ability to understand and apply consultative sales methodologies to identify client needs and position financial services as a strategic advantage is essential.
  • Broad existing experience across various industries to immediately understand a prospective client's financial context is necessary.
  • Understanding the nuances of the sales process, from initial contact through to the contract-signing stage, is critical.
  • Ability to engage with business owners and senior executives to serve as a consultative financial partner is required.
  • Familiarity with financial software and technology to effectively communicate their value proposition to prospective clients is desired.

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