Business Development Executive

Business Development Executive

This role focuses on driving business growth by building strong relationships with middle-market organizations, emerging companies, and established enterprises. The position combines strategic relationship management, consultative selling, and market development across multiple professional service areas. You will identify new opportunities, nurture client relationships, and help connect businesses with tailored solutions that address their evolving needs. Working closely with internal teams, you will contribute to expanding market presence and strengthening long-term partnerships. The ideal candidate is entrepreneurial, highly collaborative, and comfortable engaging senior stakeholders through a value-driven approach. This opportunity offers the chance to make a measurable impact within a dynamic environment that values innovation, trust, and professional growth.

Accountabilities:

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.