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Business Development Representative
Job description
Job Title: Business Development Representative
Location: Hybrid Offices in Thousand Oaks, Long Beach, and Cambria, CA
Companies: Tax Prose Inc., Privity CPA Partners PC, and PPS Solutions
About Us
We are a group of forward-thinking professional service firms; Tax Prose Inc. , Privity CPA Partners PC , and PPS Solutions working in tandem to deliver high-impact financial, tax, and business advisory services. Together, we support a dynamic client base of entrepreneurs, high-net-worth individuals, professional service firms, and business owners.
As we continue to grow, we are seeking a Business Development Representative to join our team. This position plays a critical role in generating new leads, nurturing relationships, and executing strategic marketing and growth initiatives across all three companies.
Key Responsibilities
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Gain a deep understanding of the services offered across Tax Prose , Privity CPA , and PPS Solutions to effectively communicate our value proposition.
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Identify and engage prospective clients through outreach, networking, and inbound leads.
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Develop and maintain segmented mailing and outreach lists for campaigns and events.
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Guide new clients through our onboarding process, ensuring a smooth transition to the appropriate internal team.
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Cultivate and manage relationships, providing timely support and maintaining high-touch communication.
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Collaborate with the digital marketing team to plan and execute targeted lead-generation campaigns.
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Research and identify speaking engagements, sponsorship opportunities, and community-based marketing initiatives.
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Coordinate and implement business development plans aligned with annual firm goals.
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Track performance metrics and ROI on campaigns, sponsorships, and lead-gen efforts.
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Assist in managing marketing and sponsorship budgets across all three companies.
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Use CRM tools like HubSpot to log interactions, build pipelines, and monitor follow-up activity.
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Monitor industry trends, competitor activity, and business opportunities.
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Help develop internal knowledge tools, presentations, and marketing collateral.
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Work cross-functionally with firm leadership and tax professionals to align strategies and close deals.
Qualifications
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2-4 years of experience in business development, sales, or client relationship management, preferably in tax, legal, or professional services.
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Strong interpersonal skills and a natural ability to build rapport.
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Exceptional communication skills, both written and verbal.
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Proficiency with HubSpot CRM and Microsoft Office (Word, Excel, PowerPoint).
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Bachelor's degree in Business, Marketing, Communications, or related field (preferred).
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Highly organized and able to manage multiple projects and timelines independently.
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Strategic thinker with a results-driven mindset.
Additional Skills
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Negotiation and deal-closing experience with a focus on long-term client value.
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Strong judgment and decision-making skills in fast-moving environments.
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Experience with outbound prospecting and converting cold leads into warm relationships.
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A proactive and collaborative mindset with an eagerness to contribute to team success.
What We Offer
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Competitive compensation with performance-based incentives.
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Flexible work environment with access to three office locations.
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Supportive leadership and opportunities for professional growth.
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A mission-driven culture committed to delivering exceptional client service.
Ready to Join Us?
If you're passionate about building relationships, expanding business opportunities, and contributing to the success of a growing team, wed love to hear from you. Apply today and be part of a thriving multi-firm team that's redefining the client experience in financial services.
