Global Business Development Associate (US Market)

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Job Summary

Business Development Associate

• 3-6 years

  of relevant experience in business development, sales, or a client-facing role within the financial services sector.
• Expertise in

  client prospecting, lead generation, and sales pipeline management

  for professional services.

• 3+ years

  of experience in a client-facing role, with a particular focus on offering financial services like

  accounting, bookkeeping, auditing, and taxation

  to US clients.

• 3+ years

  of a quantifiable, proven sales track record in a service-oriented market.
• Experience in sales, business development, and lead nurturing.
• A deep understanding of core accounting principles, including U.S. Generally Accepted Accounting Principles (GAAP), and common tax compliance and auditing standards preferred.
• Deep knowledge of, and fluency in, client financial pain points related to revenue, operational expenses, and internal financial controls.
• Demonstrated ability to build and maintain relationships with key stakeholders and decision-makers by leveraging financial expertise.
• Demonstrated ability to collaborate with internal accounting teams to scope projects and present tailored solutions.
• A dual focus on originating new client relationships and serving as a subject matter expert to close deals.
• Excellent communication and presentation skills; proactive and results-driven.

Desired Experience

• Hands-on experience in

  outbound prospecting

  , managing a sales pipeline, and providing initial financial consultations to potential clients.
• Ability to understand and apply consultative sales methodologies to identify client needs and position financial services as a strategic advantage.
• Broad existing experience across various industries to immediately understand a prospective client's financial context.
• Understanding the nuances of the sales process, from initial contact through to the contract-signing stage.
• Ability to engage with business owners and senior executives to serve as a consultative financial partner.
• Familiarity with financial software and technology to effectively communicate their value proposition to prospective clients.

Qualification and Skills

• A Bachelor's degree is required.
• An

  MBA in Marketing

  or a related field is preferred.
• Be self-motivated and comfortable with

  sales quota attainment

  , ongoing relationship management, and a can-do mentality required in an early-stage channel of the organization.
• Focus on industry and customer insights and the conversion of those insights into opportunities.
• In-depth industry knowledge and the ability to propose potential external partnerships and Medicare Advantage.

Tools Proficiency

LinkedIn Sales Navigator, Apollo.io, Hunter.io, Zoominfo.com, and HubSpot CRM

What makes us different?

You'll be given an array of opportunities to learn new things, improve your skillset, and grow as a professional. We regularly groom leaders and give them opportunities which their counterparts in other organizations can only dream of. Our roles tend to be broader unlike larger corporations where your role is very specific and limited.

Forget about rigid schedules, strict dress codes, and useless time in the office. We focus more on quality than quantity. This doesnt mean youll work less; it means you’ll work more efficiently. We are an employer-friendly organization with some innovative policies like unlimited time off for some of our top performers.