Business Development Executive

The Business Development Executive will be responsible for expanding client relationships, generating new business opportunities, and supporting strategic growth initiatives. This role requires a proactive approach to market engagement, strong communication skills, and the ability to collaborate across teams to deliver impactful solutions.

• Develop and execute business development strategies to grow opportunities across audit, tax, and advisory service areas.
• Build and maintain strong relationships with prospective clients, business leaders, and key stakeholders within the assigned market.
• Identify, research, and qualify new business opportunities through networking, market analysis, referrals, and outbound engagement.
• Manage a consistent pipeline of prospects by tracking activities, opportunities, and results within CRM systems.
• Conduct high-volume outreach through multiple channels, including email, phone, professional networks, and sales engagement platforms.
• Schedule and facilitate business development meetings with qualified prospects.
• Understand client challenges and communicate how available solutions can support business goals.
• Collaborate with internal teams to align business development efforts with service capabilities and client needs.
• Monitor market trends, competitor activity, and emerging opportunities to support growth strategies.
• Contribute insights from client conversations to help improve positioning, messaging, and go-to-market initiatives.

Requirements:

The ideal candidate brings significant experience in business development, relationship management, and professional services sales. Success in this role requires a consultative mindset, strong business acumen, and the ability to create trusted partnerships with clients and internal teams.

• 7–10 years of experience in business development, sales, or client growth roles within professional services environments such as accounting, consulting, or legal services.
• Established business network and strong market relationships within the Bay Area region.
• Proven success generating leads, developing opportunities, and converting prospects into long-term business relationships.
• Strong interpersonal, communication, and presentation skills with the ability to engage executives and decision-makers.
• Experience using CRM and sales intelligence platforms such as LinkedIn Sales Navigator, PitchBook, ZoomInfo, Outreach, or Salesforce is a plus.
• Ability to work independently, manage multiple priorities, and take ownership of business development initiatives.
• Entrepreneurial mindset with strong problem-solving skills and a drive to identify new opportunities.
• Ability to collaborate effectively across departments and contribute to a team-oriented culture.
• Strong organizational skills with attention to detail and consistent follow-through.

Benefits:

• Competitive compensation package with flexible financial and reward options.
• Flexible work arrangements designed to support productivity and work-life balance.
• Comprehensive benefits package with personalized options to meet individual needs.
• Wellness resources, employee assistance programs, mental health support, and community-focused employee groups.
• Flexible paid time off, company holidays, floating holidays, paid family leave, and seasonal flexibility programs.
• Professional development opportunities, including learning programs, coaching, workshops, tuition support, and career growth resources.
• Supportive culture focused on collaboration, inclusion, innovation, and employee success.