Business Development Manager

Accountex -IH; Richardson (TX); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Flexible work arrangements

Direct collaboration with leadership

Opportunities for professional growth

Job summary

Accountex -IH in Richardson, TX is seeking a Business Development Manager to identify opportunities and drive revenue growth. You will cultivate client relationships and coordinate proposals with firm leadership to align with strategic objectives.

You will manage a pipeline, engage with banks and professional service partners, and collaborate with internal teams to refine offerings and support client service excellence.

Qualifications

• Experience in business development or sales within professional services.
• Strong communication and relationship-building skills.
• Ability to articulate accounting, tax, and advisory services.
• Highly organized with ability to manage multiple priorities.
• Familiarity with CRM systems and sales processes.

Responsibilities

• Develop and implement a targeted business development plan focused on small businesses and professional service organizations
• Build and manage a pipeline of qualified prospects through networking, referrals, events, and proactive outreach
• Conduct professional discovery meetings to assess client needs and present appropriate service solutions
• Prepare proposals, coordinate follow-ups, and support a seamless transition from prospect to active client
• Establish and maintain strategic partnerships with banks, attorneys, payroll providers, and other complementary service firms
• Represent the firm at industry events, chambers of commerce, and business associations
• Track KPIs, maintain CRM data integrity, and provide regular reporting to leadership
• Collaborate with internal teams to refine service offerings and support marketing initiatives

Skills

Business development

Sales

Client relationship management

Communication

Strategic planning

Tools

CRM software

Job description

Position Summary

The Business Development Manager will be responsible for identifying new business opportunities, cultivating relationships, and driving revenue growth. This individual will work closely with firm leadership to execute a structured business development strategy aligned with our service offerings, brand standards, and long‑term objectives.

Key Responsibilities

• Develop and implement a targeted business development plan focused on small businesses and professional service organizations
• Build and manage a pipeline of qualified prospects through networking, referrals, events, and proactive outreach
• Conduct professional discovery meetings to assess client needs and present appropriate service solutions
• Prepare proposals, coordinate follow‑ups, and support a seamless transition from prospect to active client
• Establish and maintain strategic partnerships with banks, attorneys, payroll providers, and other complementary service firms
• Represent the firm at industry events, chambers of commerce, and business associations
• Track KPIs, maintain CRM data integrity, and provide regular reporting to leadership
• Collaborate with internal teams to refine service offerings and support marketing initiatives

Qualifications

• Demonstrated experience in business development, sales, or client acquisition within professional services
• Strong communication, presentation, and relationship‑building skills
• Ability to articulate accounting, tax, and advisory services in a clear and professional manner
• Highly organized, proactive, and capable of managing multiple priorities
• Familiarity with CRM systems and structured sales processes
• Professional demeanor and commitment to maintaining confidentiality and integrity

Compensation & Benefits

• Competitive salary with performance‑based incentives
• Flexible work arrangements
• Opportunities for professional growth and direct collaboration with firm leadership
• Supportive, team‑oriented environment focused on excellence and client service