Business Development Associate Accounting and Tax Services
2 days ago
Role & responsibilities
- Identify and qualify leads through networking, referrals, outbound calls, emails, and digital channels.
- Research potential clients, including individuals, startups, and businesses needing tax and accounting support.
- Conduct initial consultations to understand client needs and present tailored service offerings.
- Clearly explain the firms accounting, bookkeeping, tax preparation, and advisory services.
- Prepare proposals, quotes, and service agreements based on client needs.
- Maintain follow-ups to nurture leads through the sales pipeline.
- Build andmaintain strong relationships with new and existing clients.
- Serve as a point of contact during the onboarding process, ensuring a smooth handoff to service teams.
- Regularly check in with clients to ensure satisfaction and upsell additional services (e.g., Accounting & Book Keeping Services, AML Services, E Invoicing Packages and business consulting).
- Track sales activities and update client information in CRM tools (Zoho).
- Provide regular reports on sales performance, lead status, and revenue forecasts.
- Meet or exceed monthly and quarterly sales targets.
- Work closely with marketing, tax advisors, and accounting staff to align on messaging and service delivery.
- Providefeedback from prospects to help improve marketing materials and service offerings.
Preferred candidate profile
- We encourage applications from female candidates.
- Proven experience in B2B or professional services sales (preferably in finance, tax, or consulting industries).
- Strong communication in English and Hindi, presentation, and negotiation skills.
- Customer-focused mindset with the ability to build long-term trust.
- Basic understanding of accounting and tax services (CPA/EA background is a plusbut not required).
- Highly motivated, goal-oriented, and self-driven.
- Ability explain complex financial concepts in a clear, non-technical way.
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