Venning · 11 hours ago
Business Development Manager
United States
Full-time
Remote
Entry, Mid Level
$80K/yr - $100K/yr
2+ years exp
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Responsibilities
Client management: Reaching out to existing clients through calls, emails, and personalized presentations to understand their general financial needs and showcase the firm's capabilities on tax, life and financial planning.
Relationship building: Cultivating strong relationships with existing and potential clients by providing exceptional service and staying informed about their family needs and challenges.
Proposal development: Crafting tailored proposals that address specific client needs and highlight the value proposition of the firm's services.
CRM Proficiency: Ability to manage and track client interactions within a customer relationship management (CRM) system
Qualification
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Required
Proven 2+ years’ experience in business development.
Strong understanding of accounting and financial services.
Excellent communication, negotiation, and interpersonal skills with strong attention to detail.
Ability to work independently and collaboratively in a team-oriented environment.
Results-driven mindset with a track record of meeting and exceeding targets.
Benefits
Competitive salary
Performance-based bonuses
Health/401k
Opportunities for professional development and advancement within the firm
Company
Venning
CPA & Business Advisory Firm
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase
