Business Development Coordinator
Are you energized by helping people solve problems and identifying opportunities for growth? We’re looking for a Business Development Coordinator to play a critical role in growing our firmboth by bringing in new clients and helping existing clients benefit from the full range of services we offer.
This is a great opportunity for someone who enjoys relationship-building, is naturally curious about others’ needs, and thrives in a consultative sales environment. You’ll be responsible for identifying prospective clients, nurturing early-stage opportunities, and partnering with our client service teams to uncover and follow up on cross-selling opportunities within our current client base.
This salaried, non-commissioned role is ideal for someone who values long-term relationships, takes initiative, and wants to grow their career in a professional services environment
Roles & Responsibilities
New Business Development
- Identify and research prospective clients who align with our firm’s ideal client profile.
- Initiate outreach via email, phone, and social platforms (e.g., LinkedIn) to schedule introductory calls and meetings.
- Conduct market research
- Qualify leads and guide them through the early stages of our sales process.
- Collaborate with owners and client service leaders to develop proposals and pricing for prospective clients.
Cross-Selling to Existing Clients
- Partner with service line leaders to identify opportunities to expand relationships with current clients.
- Monitor key client touchpoints (tax season, business transitions, year-end planning, etc.) to surface relevant service offerings.
- Conduct outreach to existing clients to cultivate relationships and educate them on services they may not be using but could benefit from.
- Help ensure consistent client experience across service lines by coordinating follow-ups and connecting the right people internally.
Sales Coordination & Support
- Support the leadership team in building and refining the firm’s sales process and tracking systems.
- Maintain accurate, timely notes in the customer relationship management system related to both new and existing client opportunities.
- Coordinate meeting prep and follow-up with prospects, referral sources, and clients.
- Assist in managing referral relationships and help the firm stay top-of-mind with centers of influence.
Digital Marketing
- Manage the firm's website, social media channels, SEO initiatives, and online brand presence.
- Monitor and analyze digital marketing performance, website traffic, engagement metrics, and search rankings to identify opportunities for improvement.
- Maintain a consistent, professional, and engaging digital footprint that supports the firm's marketing, recruiting, and business development objectives.
Event Participation & Community Engagement
- Represent the firm at local business events, industry gatherings, and firm-sponsored sessions.
- Help with event preparation and post-event follow-up to maximize lead generation and relationship development.
Experience & Educational Requirements
- Bachelor’s degree in business, marketing, communications, or a related fieldor equivalent work experience.
- 2+ years of experience in business to business sales, account management, or client-facing roles; professional services or public accounting experience is a plus.
- Strong interpersonal, listening, and communication skills.
- Experience using CRM systems to manage contacts, track progress, and follow up effectively.
- Proficient in Microsoft Office and social media platforms.
- Ability to manage multiple priorities and deadlines effectively
- Strong analytical and problemsolving skills
- Excellent communication and interpersonal skills
- Ability to work independently while contributing to a collaborative team environment
- Commitment to professionalism, confidentiality, and continuous learning
Working Conditions
- Full-time role; primarily in-office with hybrid availability (waiting period applies)
- Standard hours Monday through Friday, with occasional evening or early morning networking events.
- Some travel may be required for meetings and events.
Benefits & Compensation
We offer a competitive compensation and benefits package, commensurate with education, experience, and professional development, including:
- Comprehensive health and dental coverage
- 401(k)
- Worklife balance with flexible scheduling
- Paid time off and paid holidays
- Company paid Life insurance, AD&D, Long term disability
- Supplemental insurance options
- Flexible Spending Account (FSA)
- Health Savings Account (HSA)
- Professional development and continuing education
- Membership dues to professional and civic organizations
- Wellness benefit
- Performance bonuses
