Business Development Associate Accounting and Tax Services

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.