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Business Development Executive

San Jose, CA · Accounting/Finance
Position Summary
Excellent company looking to add a successful Business Development Executive to their team!


This position will be responsible for selling tax, audit and advisory services to client and prospects in our target markets. This includes both privately and publicly owned companies ranging in size from approximately $200M to $10B in annual revenues.


Duties & Tasks:
  • Identifying, qualifying, and securing business opportunities; coordinating business generation activities; developing customized targeted sales strategies
  • Building business relationships with current and potential clients
  • Understanding client needs and offering solutions and support; answering potential client questions and follow-up call questions; responding to client requests for proposals (RFPs)
  • Collaborating with sales and leadership to secure, retain, and grow accounts
  • Creating informative presentations; presenting and delivering information to potential clients at client meetings, industry exhibits, trade shows, and conferences
  • Creating and maintaining a list/database of prospect clients; maintaining a database (Salesforce, CRM, Excel, etc.) of prospective client information
  • Cold calling; making multiple outbound calls to potential clients; closing sales and working with the client through the closing process
  • Meeting all quotas for cold, active, inactive calls, appointments, and interviews; meeting or exceeding annual sales goals
  • Maintaining a pipeline of all sales administration using CRM software
  • Collaborating with management on sales goals, planning, and forecasting; maintaining short- and long-term business development plans

Minimum Qualifications:
  • Bachelors Degree, Advanced Degree
  • Experience with lead generation and prospect management
  • Excellent verbal and written communication skills; the ability to call, connect, and interact with potential customers
  • Persuasive and goal-oriented
  • Possesses an energetic, outgoing, and friendly demeanor
  • Able to access, network and professionally and confidently communicate with C-Level Executives
  • Excellent analytical and time-management skills
  • Demonstrated and proven sales results
  • Ability to work independently or as an active member of a team

Preferred Qualifications:
  • Masters Degree

***Benefits Offered***

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