Business Development Coordinator

Business Development Coordinator

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 who 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.


• Conduct market research


• Qualify leads and guide them through the early stages of our sales process.


• Collaborate with owners 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 cultivate relationships and educate them on services they may not be using but could benefit from.


• Help ensure 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 customer relationship management system 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.

• Digital Marketing

Digital Marketing

• Manage the firm's website, social media channels, SEO initiatives, and online brand presence.


• Monitor and analyze digital marketing performance, website traffic, engagement metrics, and search rankings to identify opportunities for improvement.


• Maintain a consistent, professional, and engaging digital footprint that supports the firm's marketing, recruiting, and business development objectives.

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 business to business 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.


• Proficient in Microsoft Office and social media platforms.


• Ability to manage multiple priorities and deadlines effectively


• Strong analytical and problem‑solving skills


• Excellent communication and interpersonal skills


• Ability to work independently while contributing to a collaborative team environment


• Commitment to professionalism, confidentiality, and continuous learning

Working Conditions

• Full-time role; primarily in-office with hybrid availability (waiting period applies)


• Standard hours Monday through Friday, with occasional evening or early morning networking events.


• Some travel may be required for meetings and events.

Benefits & Compensation

We offer a competitive compensation and benefits package, commensurate with education, experience, and professional development, including:

• Comprehensive health and dental coverage


• 401(k)


• Work‑life balance with flexible scheduling


• Paid time off and paid holidays


• Company paid Life insurance, AD&D, Long term disability


• Supplemental insurance options


• Flexible Spending Account (FSA)


• Health Savings Account (HSA)


• Professional development and continuing education


• Membership dues to professional and civic organizations


• Wellness benefit


• Performance bonuses