Business Development & Client Relationship Manager

We're Hiring – Business Development & Client Relationship Manager (US Market)

Position: Business Development & Client Relationship Manager

Number of Openings: 1

Location: Surat

Employment Type: Full-Time

Experience: 0–5 Years Preferred

Working Hours: Flexible / US Business Hours as Required

Compensation: Competitive Salary

About the Role:

We are seeking a highly motivated, confident, and results-driven Business Development & Client Relationship Manager to expand our US clients.

The ideal candidate must have excellent English communication skills, strong sales abilities, professional client-handling experience, and the confidence to communicate directly with US-based business owners and decision-makers.

The selected candidate will be responsible for identifying potential clients in the United States, generating qualified leads, scheduling and conducting client meetings, presenting our services, negotiating proposals, closing deals, and maintaining long-term client relationships.

The primary objective of this role is to acquire new US clients and generate consistent business growth.

Key Responsibilities

1. Lead Generation & New Client Acquisition

• Identify and research potential clients across the United States.
• Generate qualified leads for US bookkeeping, accounting, tax preparation, and related financial services.
• Identify and approach US small businesses, entrepreneurs, CPA firms, and accounting firms.
• Conduct prospecting through LinkedIn, professional networking, email campaigns, referrals, and other appropriate channels.
• Build and maintain a strong pipeline of prospective clients.
• Identify decision-makers and initiate professional business conversations.
• Develop and execute effective strategies to acquire new clients.
• Consistently follow up with prospective clients to convert leads into business opportunities.

2. US Client Communication & Meetings

• Communicate professionally and confidently with US-based clients through phone calls, Zoom, Google Meet, Microsoft Teams, and email.
• Independently schedule and conduct introductory meetings with prospective clients.
• Understand client requirements, business operations, challenges, and service expectations.
• Explain our bookkeeping, accounting, taxation, and outsourcing services clearly and persuasively.
• Deliver professional service presentations and discuss potential solutions.
• Respond to client inquiries and address questions or objections.
• Coordinate follow-up meetings and maintain timely communication throughout the sales process.
• Represent the company professionally in all client interactions.

3. Sales, Negotiation & Deal Closing

• Convert qualified leads into paying clients.
• Understand client requirements and recommend suitable service packages.
• Prepare and present service proposals and pricing quotations in coordination with management.
• Negotiate service terms, pricing, and engagement conditions within approved company guidelines.
• Handle client objections and resolve concerns effectively.
• Follow up on pending proposals and move opportunities toward closure.
• Secure client commitments and coordinate engagement agreements.
• Achieve monthly and quarterly client acquisition and revenue targets.

4. Client Relationship Management

• Build and maintain strong, long-term relationships with US clients.
• Act as a primary point of contact during the sales and initial onboarding process.
• Ensure smooth coordination between clients and internal accounting/tax teams.
• Maintain professional and timely communication with clients.
• Identify opportunities for additional services, renewals, and referrals.
• Assist in resolving client concerns and maintaining high client satisfaction.
• Support client retention and relationship-building initiatives.

5. Marketing & Business Growth

• Develop marketing and outreach strategies focused on the US market.
• Manage LinkedIn outreach and professional networking activities.
• Coordinate email marketing campaigns and targeted business outreach.
• Research US market trends, competitors, and potential business opportunities.
• Develop referral relationships with US CPAs, accounting firms, consultants, and business professionals.
• Recommend strategies to increase brand awareness and generate quality leads.
• Collaborate with management to improve sales processes and client conversion rates.

6. CRM, Reporting & Sales Pipeline Management

• Maintain accurate lead and client information.
• Track prospecting activities, meetings, proposals, follow-ups, and closed deals.
• Prepare weekly and monthly sales performance reports.
• Monitor conversion rates and identify areas for improvement.
• Maintain an organized pipeline and ensure no potential opportunity is missed.
• Provide regular updates to management on business development activities.

Required Qualifications

• Bachelor's degree in Business Administration, Commerce, Marketing, Finance, or a related field.
• MBA in Marketing, Finance, or Business Development will be an added advantage.
• 0–5 years of experience in business development, international sales, client acquisition, or client relationship management preferred.
• Experience dealing with US or other international clients is highly desirable.
• Prior experience in accounting, bookkeeping, taxation, financial services, outsourcing, or B2B professional services is preferred.

Essential Skills

Excellent English Communication – Mandatory

• Fluent spoken and written English with clear pronunciation and professional communication.
• Ability to confidently communicate with American clients.
• Strong listening, presentation, and interpersonal skills.
• Ability to independently conduct client meetings in English.
• Strong sales, negotiation, persuasion, and deal-closing abilities.
• Proven ability to generate leads and convert prospects into clients.
• Excellent relationship-building and follow-up skills.
• Professional email-writing and business communication skills.
• Ability to understand client requirements and present appropriate solutions.
• Self-motivated, target-oriented, and comfortable working independently.
• Strong organizational, multitasking, and time-management skills.

Preferred Skills – Added Advantage

• Experience selling accounting, bookkeeping, tax preparation, payroll, or financial services to US businesses.
• Previous experience working with US CPA firms, accounting outsourcing companies, or BPO/KPO organizations.
• Familiarity with US small business accounting and bookkeeping requirements.
• Experience using LinkedIn Sales Navigator, or similar platforms.
• Experience with international B2B lead generation and consultative selling.
• Understanding of QuickBooks, US tax services, or accounting outsourcing business models.
• Experience preparing business proposals and negotiating service agreements.
• Existing professional connections with US business owners or accounting firms.

Important: Technical accounting or taxation expertise is not mandatory. However, the candidate must be willing to understand our services and explain their value confidently to prospective clients.

What We Are Looking For

We are specifically looking for someone who:

• Can confidently speak with US business owners and decision-makers.
• Can independently identify and approach prospective clients.
• Is comfortable initiating conversations through email, LinkedIn, and phone calls.
• Can schedule, lead, and manage client meetings without constant supervision.
• Has the confidence to explain services, handle objections, and negotiate deals.
• Takes ownership of the complete sales cycle, from prospecting to closing.
• Is proactive, professional, persuasive, and results-oriented.
• Is interested in building a long-term career in international business development.

Join our team and help us expand our US accounting and taxation business!