Business Development Associate Accounting and Tax Services

2 days ago


Thrissur, Kerala, India E Craft Global Accounting & Tax Services Llc - Spc Full time ₹ 9,00,000 - ₹ 12,00,000 per year

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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