Position: BUSINESS DEVELOPMENT EXECUTIVE
Salary range: Open (The final amount will be at the client's discretion based on the candidate’s skills and experience)
Working Hours: Full-time, 9:30am – 5:30pm EST
Work set-up: 100% Remote work under Independent Contractor Agreement
Holidays: TBD
Target Start Date: ASAP
About the Company
This specialized recruitment and advisory agency connects high-caliber talent with organizations across the accountancy, finance, tax, and audit sectors. Operating within both public practice and internal corporate environments, the firm partners with a diverse client base ranging from independent boutique practices to large international enterprises. Beyond core accounting functions, the agency also provides talent acquisition and advisory services across complementary operational areas, including legal, human resources, creative media, and executive management.
Role Overview
In this key outbound role as a Business Development Executive, you will connect directly with accounting firm owners and managing partners whose practices match the targeted acquisition criteria of active corporate buyers. By initiating high-value commercial conversations and identifying strategic transition opportunities, you will directly drive deal flow and arrange qualified consultative meetings for senior management.
Responsibilities:
- Target Identification & Prospecting: Review detailed acquisition criteria provided by corporate buyer clients to identify matching accounting practices based on revenue, location, firm size, service lines, and structure.
- Executive Outbound Outreach: Execute high-volume, targeted outbound telephone contact with firm owners, founders, and managing partners stored within the company CRM.
- Value Proposition Delivery: Introduce the advisory firm's buy-side network, articulating the compelling strategic and financial advantages of exploring a sale, merger, strategic partnership, or capital investment.
- Consultative Discovery: Engage decision-makers in targeted conversations around succession planning, retirement options, valuation interest, and long-term business strategy.
- Meeting Generation: Successfully convert outbound interactions into qualified, high-value introductory meetings for the Practice Sales Manager.
- Pipeline Management & Re-engagement: Consistently track and nurture past leads, re-engaging firm owners when new buyer mandates match their specific practice profile.
- CRM Integrity: Accurately record all call logs, qualifying metrics, owner feedback, and meeting bookings within the company CRM. (Monday.com CRM, etc.)
- Performance Alignment: Collaborate closely with sales leadership to prioritize key outreach campaigns and consistently meet daily and weekly call, conversation, and meeting-booked targets.
Requirements
Qualifications (Must-Have):
- Outbound Expertise: Proven track record and comfort in conducting high-volume outbound business-to-business calling campaigns.
- Domain Knowledge: Prior outbound business development or appointment-setting experience within professional services, corporate finance, mergers & acquisitions (M&A), accounting, or recruitment.
- Executive Communication: Outstanding verbal communication skills with the poise and confidence required to engage senior partners and business owners.
- Qualifying & Discovery: Superior ability to ask strategic qualifying questions, uncover business motivations, and capture key organizational data.
- Persistence & Organization: Strong organizational and lead-management skills, displaying high persistence in pipeline follow-up.
- CRM Proficiency: Experience using CRM systems to manage contact pipelines and track activity metrics.
Preferred Skills (Nice to Have):
- Deal Awareness: Familiarity with basic commercial business models, buy-side acquisition criteria, or succession planning discussions.
