Crete Professionals Alliance · 1 day ago
Client Service Manager/Business Development
Columbia, SC
Full-time
Onsite
Senior Level
$125K/yr - $150K/yr
5+ years expReid Accountants + Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. They are seeking an experienced Client Service Manager / Business Development Manager to support the planning and execution of the firm’s internal and external sales initiatives, driving revenue growth by identifying new business opportunities.
Accounting
Responsibilities
Develop and execute business development and sales plans aligned with firm growth objectives
Identify and pursue new opportunities with existing and prospective clients
Build and maintain strong relationships with client decision-makers, referral partners, and internal stakeholders
Collaborate with leadership and service teams to align client needs with firm service offerings
Track, forecast, and report on pipeline activity, sales performance, and revenue results
Represent the firm at networking events, client meetings, and selected industry functions as needed
Assist in developing referral relationships with strategic partners, including financial institutions and related professional service providers
Help optimize client data and reporting to ensure accurate data, reporting, and workflow efficiency
Utilize technology and data-driven tools to improve client engagement and business development effectiveness
Work closely with leadership to support firm-wide growth initiatives and client retention efforts
Manage the business development process from prospecting through proposal development, negotiation, and close
Qualification
Required
Bachelor's degree required (MBA or professional certification a plus)
5–7+ years of experience in business development, client services, or sales within professional services, accounting, insurance, or financial services
Proven ability to generate revenue and grow client relationships
Strong communication, presentation, and relationship-building skills
Consultative, solution-oriented approach with solid business and financial understanding
Ability to manage multiple initiatives while collaborating effectively across teams
Ability to commute/relocate: Columbia, SC: Reliably commute or planning to relocate before starting work (Required)
Preferred
Experience working with mid-market businesses or professional service clients preferred
Benefits
Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
Company-Paid Life and Long-Term Disability Insurance
Ancillary Benefits such as supplemental life insurance and short-term disability options
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
Company
Crete Professionals Alliance
Crete Professionals Alliance is a group of accounting and professional services firms providing consulting and business solutions.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2024-04-16Pre Seed
Leadership Team
Frank Zhang
Co-Founder
Jake Sloane
Co-Founder
Recent News
Morningstar.com
2025-12-16
Company data provided by crunchbase