Business Development Associate

Kranz Consulting; San Francisco (CA); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

401K with match

Health benefits

Bonus program

Vacation

Floater holidays

Paid company holidays

Individual development

Certifications training

Career mentors

Teamwork culture

Job summary

Kranz Consulting is seeking a Business Development Associate to join the Silicon Valley team to manage the inside sales and marketing efforts for the Business Development group across Emerging Growth, Private Capital, and Technical Accounting. The role is based in our San Francisco office with a hybrid work arrangement.

You will drive new client retention, development and growth, conduct market research, and manage CRM activity while supporting proposals, presentations, and tailored outreach to

Qualifications

• Bachelor's degree in Business Administration, Finance, or Accounting required.
• 2–3 years B2B business development or financial services experience.
• Strong closing skills and ability to cultivate client relationships.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficient with Excel, PowerPoint, Word; CRM familiarity a plus.

Responsibilities

• Schedule and attend meetings with new clients and prospects.
• Conduct target company research and develop relationship strategies.
• Monitor market trends to support business development efforts.
• Prioritize accounts and identify high-potential opportunities.
• Create and manage email campaigns; track engagement.
• Maintain CRM/contact database with ongoing research.
• Support client relationships with timely follow-ups and coordination.
• Prepare materials for proposals and presentations.
• Prepare summaries on funding rounds, M&A activity, earnings, leadership changes.
• Contribute content for social media and newsletters.

Skills

Communication skills

Time management

Negotiation

Team collaboration

Self-motivation

Education

Bachelor's degree in Business

Tools

HubSpot CRM

Salesforce

MS Excel

Google Workspace

PowerPoint

Job description

For more than 30 years, Kranz Consulting has been a trusted leader in financial consulting and advisory services for CEOs, Boards, CFOs, and leading Venture Capital firms based in Silicon Valley. At Kranz Consulting, you’ll have the opportunity to do more than just a job. You will build your career while working alongside talented professionals who are passionate about helping high-growth companies succeed. Kranz Consulting has partnered with innovative, venture-backed companies and their leadership teams, giving our employees exposure to a diverse range of industries, business models, and challenging financial environments.

You’ll gain meaningful hands‑on experience, work directly with clients and senior leaders, and have the opportunity to expand your skills as companies grow and evolve. We value collaboration, accountability, and continuous learning, while fostering an environment where your contributions are visible and make an impact. If you’re looking for a role where you can grow professionally, take on new challenges, and be part of a team that plays a critical role in the success of emerging companies, Kranz is a place where you can build something meaningful.

About The Role

Kranz Consulting is seeking a Business Development Associate to join their Silicon Valley based team to manage the inside sales and marketing efforts for the Business Development team. Your responsibilities will be focused on supporting the Kranz teams to drive new client retention, development and growth across our three verticals: Emerging Growth, Private Capital, and Technical Accounting.

This is a hybrid role and is based in our San Francisco office.

Responsibilities

• Schedule and attend meetings on behalf of the Senior Vice President and Business Development team with new clients and prospects using cold calls, warm outreach, email campaigns, social media, and referrals.
• Conduct research on target companies and develop strategies to establish and grow relationships.
• Monitor market trends and apply relevant insights to support business development efforts within assigned accounts.
• Analyze the regional market landscape to prioritize accounts and identify high‑potential opportunities.
• Create and manage email campaigns, track engagement, and follow up on responses or client interest.
• Maintain an accurate CRM/contact database through ongoing research and prospect identification.
• Support ongoing client relationships by ensuring timely follow‑ups and meeting coordination.
• Assist the sales team by preparing custom materials such as project profiles, engagement confirmations, marketing collateral, and ad hoc requests.
• Conduct research on clients and prospects; prepare summary reports for the SVP/BD team on key developments such as funding rounds, M&A activity, earnings reports, and executive leadership changes.
• Contribute content for company social media channels and newsletters to support brand visibility and client engagement.
• Assist the SVP/BD team in responding to RFPs and preparing tailored proposals and presentations.
• Must be a collaborative team player who can also work independently.
• Support event planning efforts by coordinating and attending networking events, and working with Kranz partners to execute targeted prospect initiatives.

Requirements

• Bachelor’s degree required; focus in Business Administration, Finance, or Accounting preferred.
• 2–3 years of experience in B2B business development and/or a financial services role, with a foundational background in accounting or finance.
• Demonstrated interest in building a career in business development, with strong closing skills and the ability to cultivate client relationships.
• Proven ability to manage multiple priorities and thrive in a fast‑paced, dynamic environment with a strong sense of urgency.
• Proficient in Microsoft Excel, PowerPoint, Word, and Google Workspace; intermediate to advanced skill level preferred.
• Familiarity with CRM tools such as HubSpot and Salesforce is a plus but not required.
• Self‑motivated and competitive, with a strong drive to achieve goals.

Benefits

• 401K with employer match
• health benefits
• bonus program
• vacation
• floater holidays
• paid company holidays
• individual development
• continuous training (through various certification courses)
• mentors for your career goals
• promote teamwork

Kranz Consulting is an equal‑opportunity employer and encourages applications from individuals of all backgrounds and experiences.