Business Development Manager

Job Summary

Proactively hunting for new high-net-worth and business clients while managing inbound marketing leads, the full-time remote Business Development Manager will drive the full sales cycle, from initial outreach to closing subscription engagements, and play a key role in scaling the client base.

Key responsibilities:

• Manage, qualify, and convert inbound leads generated by Marketing to ensure high conversion rates to subscription clients
• Identify and engage high-net-worth individuals and business owners through cold outreach and referrals to build a strong outbound pipeline
• Lead discovery calls and craft tailored proposals in collaboration with Tax Directors to align client needs with the subscription model

Required qualifications:

• 5+ years of business development or sales experience, preferably in professional services or fintech
• Proven track record of managing and converting inbound marketing leads
• Demonstrated success in outbound prospecting and pipeline building
• High financial acumen with the ability to discuss tax strategy concepts
• Experience with CRMs (e.g., HubSpot) and outbound automation tools