Client Service Executive

Job Title: Business Development Executive

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: ₹30,000.00 - ₹35,000.00 per month

Experience:

• Lead generation: 2 years (Required)

Language:

• English (Required)

Work Location: Remote