Client Relationship Executive

Job Title: Business Development Executive

Location: Remote
Openings: 2
Shift: Night Shift (US Time Zone)
Compensation: Best in Industry + Yearly Bonus

Key Responsibilities:

• Lead Generation & Prospecting
• Identify and qualify potential clients (CPA firms, accounting firms, etc.) via databases, LinkedIn, and Apollo.io.
• Maintain an up-to-date pipeline and follow up consistently to convert leads into business.

Email Marketing & Automation

• Run personalized email campaigns using tools like Apollo.io, SafeSend, and other marketing platforms.
• Monitor campaign performance, open rates, and conversion metrics, and refine targeting and messaging accordingly.

Cold Calling & Client Communication

• Make outbound international calls, especially to US-based prospects.
• Communicate fluently and confidently in English, effectively presenting the company’s services and value proposition.
• Handle objections and queries tactfully and professionally.

Excel Reporting & Data Management

• Use Excel extensively for maintaining lead trackers, campaign performance, and reports.
• Apply formulas like VLOOKUP, Sum, IF, Pivot Tables, and more to analyze and report data accurately.

CRM Management & Documentation

• Keep CRM systems updated with lead status, communication logs, and follow-up actions.
• Prepare and manage client proposals, meeting notes, and internal documentation.

Client Engagement & Meeting Coordination

• Schedule Zoho/Google Meet calls between clients and internal leadership.
• Maintain regular follow-ups to ensure consistent engagement and progression in the sales funnel.

Market Research & Insights

• Stay updated with trends in the accounting industry, client preferences, and competitor offerings.
• Share actionable insights with internal teams for refining business strategy and outreach.

Cross-Team Collaboration

• Work closely with marketing, recruitment, and delivery teams to ensure alignment and smooth client onboarding.
• Contribute to weekly team meetings and sales performance reviews.

Work Flexibility & Professionalism

• Work independently in a remote setting while staying connected with the team.
• Adapt to US time zone work hours and maintain responsiveness and reliability.

Job Types: Full-time, Permanent

Pay: ₹25,000.00 - ₹30,000.00 per month

Benefits:

• Health insurance

Schedule:

• Monday to Friday
• Night shift
• US shift

Supplemental Pay:

• Overtime pay
• Performance bonus

Experience:

• Client Relationship: 2 years (Required)

Language:

• English (Required)

Work Location: Remote