Business Development Officer - CPA
Columbia, SC
We're looking for a Business Development Officer who enjoys building relationships, delivering presentations, and helping prospective clients find the right solutions.
This is a client-facing role where you'll give presentations, meet with qualified prospects, and turn opportunities into new business. You'll have the support of a marketing team that schedules appointments and fills presentation events, allowing you to focus on building relationships and growing the firm's client base.
What You'll Do
- Deliver business presentations approximately four times each month.
- Represent the firm at local business events, including occasional evening dinner seminars.
- Meet with 15–20 pre-scheduled prospective clients each week.
- Build trust through meaningful conversations and a consultative approach.
- Guide prospects through the decision-making process and confidently ask for the business.
- Partner with the marketing team to maximize new client opportunities.
What We're Looking For
- Experience in business development, sales, or relationship management.
- Comfortable presenting to groups and meeting one-on-one with prospective clients.
- Strong communication and relationship-building skills.
- A consultative sales approach with the confidence to close new business.
- Professional, self-motivated, and results-driven.
• Current CPA license required.
• Excellent verbal communication, presentation delivery, and interpersonal skills.
• Comfortable working with leads, scheduled meetings, and performance expectations tied to conversion results.