Business Development Coordinator

Job Description
Are you energized by helping people solve problems and identifying opportunities for growth? We’re looking for a Business Development Coordinator to play a critical role in growing our firm—both by bringing in new clients and helping existing clients benefit from the full range of services we offer.

This is a great opportunity for someone who enjoys relationship-building, is naturally curious about others’ needs, and thrives in a consultative sales environment. You’ll be responsible for identifying prospective clients, nurturing early-stage opportunities, and partnering with our client service teams to uncover and follow up on cross-selling opportunities within our current client base.

This salaried, non-commissioned role is ideal for someone who values long-term relationships, takes initiative, and wants to grow their career in a professional services environment.

Roles & Responsibilities

New Business Development

• Identify and research prospective clients that align with our firm’s ideal client profile.
• Initiate outreach via email, phone, and social platforms (e.g., LinkedIn) to schedule introductory calls and meetings.
• Qualify leads and guide them through the early stages of our sales process.
• Collaborate with partners and client service leaders to develop proposals and pricing for prospective clients.

Cross-Selling to Existing Clients

• Partner with service line leaders to identify opportunities to expand relationships with current clients.
• Monitor key client touchpoints (tax season, business transitions, year-end planning, etc.) to surface relevant service offerings.
• Conduct outreach to existing clients to educate them on services they may not be using but could benefit from.
• Help ensure a consistent client experience across service lines by coordinating follow-ups and connecting the right people internally.

Sales Coordination & Support

• Support the leadership team in building and refining the firm’s sales process and tracking systems.
• Maintain accurate, timely notes in the CRM related to both new and existing client opportunities.
• Coordinate meeting prep and follow-up with prospects, referral sources, and clients.
• Assist in managing referral relationships and help the firm stay top-of-mind with centers of influence (COIs).

Event Participation & Community Engagement

• Represent the firm at local business events, industry gatherings, and firm-sponsored sessions.
• Help with event preparation and post-event follow-up to maximize lead generation and relationship development.

Experience & Educational Requirements

• Bachelor’s degree in business, marketing, communications, or a related field—or equivalent work experience.
• 2+ years of experience in B2B sales, account management, or client-facing roles; professional services or public accounting experience is a plus.
• Strong interpersonal, listening, and communication skills.
• Experience using CRM systems to manage contacts, track progress, and follow up effectively.

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