Business Development Manager

Role Overview

• Engage prospective clients in business-level conversations focused on understanding their current priorities, operational challenges, and strategic initiatives to uncover opportunity fit.
• Qualify customer needs and requirements to ensure alignment with service offerings and minimum engagement criteria.
• Follow up with prospects and inbound leads in a timely and structured manner, maintaining a strong sense of urgency and commitment to advancing opportunities toward close.
• Maintain a solution-oriented and advisory mindset, proactively partnering with the team and Senior Director to evaluate pipeline health, opportunity strategy, and next best actions.
• Route qualified opportunities to the Senior Director for further development and closing, ensuring clear, complete, and well-qualified handoffs that accelerate deal velocity.
• Maintain and expand a database of prospects using cold outreach, marketing channels, and assigned tools, while continuously identifying new areas of opportunity within target accounts.
• Understand weekly / monthly quota expectations and partner with the Sales Director to reverse-engineer performance targets into daily and weekly execution metrics using Salesforce.
• Collaborate with sales support teams on customer accounts, appointment setting, and pipeline acceleration needs to ensure smooth execution and strong internal alignment.
• Maintain accurate and timely documentation of all sales activity in Salesforce CRM daily, ensuring clean pipeline visibility, forecasting accuracy, and disciplined execution.

Requirements

• Proven experience conducting cold outreach and prospecting into SMB and middle-market companies with confidence and consistency.
• Strong experience using CRM platforms (Salesforce strongly preferred) with discipline in pipeline management and activity tracking.
• Demonstrated track record of meeting or exceeding sales quotas with a strong understanding of sales funnel dynamics, conversion metrics, and pipeline velocity.
• Highly self-directed and proactive professional who consistently initiates activity, creates momentum, and advances opportunities without requiring external prompting.
• Thrives in a fast-paced, performance-driven environment and consistently rises to challenges with resilience, persistence, and urgency.
• Possesses a consultative business mindset with the ability to engage executives and decision-makers in meaningful dialogue about their business, not just transactional service inquiries.
• Demonstrates strong communication skills, emotional intelligence, and the ability to build trust quickly with prospective clients.
• MUST have grit, a strong commitment to performance excellence, and a deep competitive instinct to win, close business, and exceed expectations.

Benefits

• Hybrid Work Schedule: 3 days in-office (Galleria area), 2 days remote for flexibility and work-life balance.
• Convenient Location : Modern office in Houston’s Galleria district with paid garage parking covered by the company.
• Professional Growth: Learn directly from industry-leading R&D experts and senior tax professionals through interactive team collaboration and hands-on client exposure.
• Comprehensive Benefits Package : Competitive medical, dental, and vision insurance coverage.
• Employer-matched 401(k) retirement plan. Paid time off, holidays, and additional incentive programs.
• Continuing education and professional development opportunities
• Engaged Culture : Collaborative, inclusive, and innovation-driven environment where ideas and teamwork fuel success.