Business Development Specialist

PICPA

Philadelphia (Philadelphia County)

Remote

USD 60,000 - 80,000

Full time

14 days+

Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

401(k)

401(k) matching

Employee assistance program

Flexible spending account

Health insurance

Health savings account

Paid time off

Parental leave

Vision insurance

Job summary

A leading accounting organization is seeking a Business Development Specialist to expand their business pipeline across the U.S. The role focuses on sourcing and engaging potential customers and requires strong communication and relationship-building skills. Candidates should have 3-5 years of B2B sales experience and a bachelor’s degree. This position allows remote work with travel expectations of about 50%.

Qualifications

3–5 years of experience in B2B sales, partnership development, or account management.
Experience with professional services or industries serving accounting and finance professionals.

Responsibilities

Identify and pursue new business opportunities across the U.S.
Generate and maintain a robust pipeline for CPAx products.
Conduct meetings with firm leaders and distribution partners.
Represent PICPA at industry events and strengthen visibility.

Skills

Commercial Acumen

Relationship Management

Collaborative Communication

Outcome-Driven Delivery

Product Knowledge

Education

Bachelor’s degree in Business Administration, Marketing, or related field

Tools

CRM systems (HubSpot preferred)

Office 365

Job description

Get AI-powered advice on this job and more exclusive features.

CPA Crossings (CPAx), a wholly owned subsidiary of the Pennsylvania Institute of Certified Public Accountants (PICPA), combines the innovation of a digital learning company with the trusted reputation of one of the nation’s oldest accounting associations. Together, we deliver cutting-edge continuing professional education (CPE) and enterprise learning solutions to accounting firms and finance professionals nationwide.

PICPA is a future-thinking, equal-opportunity employer fostering a positive and collaborative environment where you can make a difference in every role. We value initiative, creativity, and teamwork. We’re as committed to our employees’ personal growth as we are to advancing the accounting profession. We invest in technology, continuous learning, competitive benefits, and flexible work schedules so our people can do their best work and thrive.

401(k)
401(k) matching
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Paid time off
Parental leave
Vision insurance

Ability to travel to the office in Philadelphia when requested.

Travel will be required, with an expectation of approximately 50% of your work time spent on the road.

Remote, looking for candidates in eastern or central time.

Position Summary

The Business Development Specialist is responsible for expanding PICPA and CPA Crossings (CPAx)’s business pipeline by identifying and cultivating new opportunities nationwide. This highly proactive role focuses on sourcing and engaging potential customers, initiating contact, scheduling and attending introductory meetings, and qualifying leads for follow-up by senior leadership.

The specialist will drive growth primarily by selling CPAx products to new distribution partners (such as industry associations) and directly to firms, while also generating new Enterprise Memberships for firms within Pennsylvania and sponsorships.

This role is ideal for a confident, self-directed professional who combines grassroots business development experience with strong communication and relationship-building skills. The successful candidate will bring entrepreneurial energy, professional presence, and a results-driven mindset. They should be eager to uncover opportunities that expand PICPA and CPAx’s reach and impact.

Capabilities required for this role:

Commercial Acumen & Relationship Management: Builds and maintains professional relationships that lead to new business opportunities. Applies consultative selling and negotiation techniques to align customer needs with organizational offerings. Identifies and qualifies leads, initiates contact, and manages the early stages of partnership development. Collaborates across departments to ensure business opportunities are supported, tracked, and optimized. Demonstrates strong business etiquette, professional presence, and confidence when engaging external stakeholders.
Collaborative Communication: Facilitates open discussions that encourage input and alignment. Tailors communication to different audiences (e.g., technical vs. non-technical). Coordinates across teams to solve shared challenges. Resolves misunderstandings constructively and maintains relationships.
Outcome-Driven Delivery: Proactively Solves Problems and Streamlines Workflows: Identifies inefficiencies and suggests process improvements that reduce workload friction. Anticipates challenges and takes ownership of solutions before escalation. Leads to efficiency gains, improved service consistency, and reduced operational risks.
Product & Industry Knowledge: Familiarity with state associations’ and accounting firm trends and regulations.

Responsibilities

Business Development & Relationship Building

Identify, research, and pursue new business opportunities across the U.S. that align with PICPA and CPAx’s growth objectives.
Generate and maintain a robust pipeline of potential customers for CPAx products and Enterprise Memberships through proactive outreach, networking, and event participation.
Conduct introductory and discovery meetings with firm leaders, distribution partners, and professional associations to assess needs and introduce PICPA and CPAx’s solutions.
Collaborate with the VP of Business Development to transition qualified leads and ensure seamless next steps.
Represent PICPA and CPAx at conferences, industry events, and meetings with professionalism and confidence, strengthening the organization’s visibility and reputation.
Support sponsorship development by identifying and cultivating potential premier sponsor leads.

Operational & Administrative Responsibilities

Maintain accurate tracking of all outreach activities, leads, meetings, and conversion outcomes in CRM systems (HubSpot and Aptify).
Support the development for agreements, proposals, or sponsorship materials.
Contribute insights and feedback to improve sales materials, outreach scripts, and engagement strategies.
Assist in coordinating logistics for conferences, events, and business meetings where PICPA and CPAx’s presence drives partnership opportunities.

Additional Responsibilities

Perform other related duties or projects as assigned to support the overall business development and membership growth goals.
Travel will be required, with an expectation of approximately 50% of your work time spent on the road.

Education & Experience Requirements

Bachelor’s degree in Business Administration, Marketing, Communications, or a related field; equivalent experience in business development or sales may be considered in lieu of a degree.
3–5 years of professional experience in business-to-business (B2B) sales, partnership development, and account management, preferably within professional services, associations, or industries serving accounting and finance professionals.

Technical Requirements

Familiarity with CRM systems (HubSpot preferred).
Office 365 including SharePoint

Skills Requirements

Demonstrated success in prospecting, lead generation, and relationship management, with measurable outcomes in revenue or partnership growth.
Experience engaging professional and executive-level audiences with confidence, professionalism, and business acumen.
Proven ability to work independently, prioritize effectively, and manage multiple leads, meetings, and administrative tasks simultaneously.
Prior experience attending and supporting industry events and conferences as part of business development outreach.

Job Type: Full-time

Seniority level