CPA.com · 1 day ago
Enterprise Business Development Representative - Tax
Dexter, MI
Full-time
Onsite
Mid Level
3+ years expCPA.com empowers accounting and finance professionals with innovative technology solutions. The Enterprise Business Development Representative (BDR) plays a critical role in advancing CPA.com’s Tax Category strategy and accelerating adoption of transformative tax technologies within the Top 200 CPA firms and other high-potential firms.
Accounting
Responsibilities
Execute targeted outbound outreach focused on relevance and context
Mine firm org charts to identify decision-makers across Tax, Advisory, IT, and Innovation
Conduct structured discovery to validate fit and urgency
Build value-aligned messaging grounded in firm needs
Develop territory strategies with Account Managers and partner sales
Analyze buying patterns and ICP data to identify high-probability opportunities
Identify whitespace across tax workflows and technology stacks
Maintain accurate forecasting and pipeline data in Salesforce
Align outreach with broader CPA.com firm relationship strategies
Coordinate with Blue J and future partners for unified go-to-market execution
Support meeting preparation with research and structured handoffs
Represent CPA.com at conferences and industry events
Develop deep understanding of partner technologies and tax workflow impact
Articulate multi-solution value propositions to senior firm leaders
Continuously refine outbound strategies based on market signals
Meet or exceed KPIs for meetings, demos, and pipeline creation
Maintain disciplined daily habits to drive consistent results
Use performance data to improve targeting and messaging
Qualification
Required
3–4 years of BDR, outbound sales, or equivalent experience
Strong ability to understand and communicate complex value propositions
Demonstrated success with thoughtful, strategic outbound outreach
Strong business acumen and comfort engaging senior stakeholders
High resilience, discipline, and accountability
Proficiency with Salesforce or CRM tools
Preferred
Experience selling into accounting, tax, or professional services
Knowledge of Top 200 CPA firm structures and tax workflows
Experience in partner-enabled or channel sales models
Understanding of tax technology transformation
Company
CPA.com
CPA.com offers a growing list of digital products and services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Erik Asgeirsson
CEO and President
Recent News
2025-12-06
MarketScreener
2025-12-05
Company data provided by crunchbase