Business Development Representative

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:

• Gain a deep understanding of the services offered across Tax Prose, Privity CPA, and PPS Solutions to effectively communicate our value proposition.

• Identify and engage prospective clients through outreach, networking, and inbound leads.

• Develop and maintain segmented mailing and outreach lists for campaigns and events.

• Guide new clients through our onboarding process, ensuring a smooth transition to the appropriate internal team.

• Cultivate and manage relationships, providing timely support and maintaining high-touch communication.

• Collaborate with the digital marketing team to plan and execute targeted lead-generation campaigns.

• Research and identify speaking engagements, sponsorship opportunities, and community-based marketing initiatives.

• Coordinate and implement business development plans aligned with annual firm goals.

• Track performance metrics and ROI on campaigns, sponsorships, and lead-gen efforts.

• Assist in managing marketing and sponsorship budgets across all three companies.

• Use CRM tools like HubSpot to log interactions, build pipelines, and monitor follow-up activity.

• Monitor industry trends, competitor activity, and business opportunities.

• Help develop internal knowledge tools, presentations, and marketing collateral.

• Work cross-functionally with firm leadership and tax professionals to align strategies and close deals.

Qualifications:

• 2-4 years of experience in business development, sales, or client relationship management, preferably in tax, legal, or professional services.

• Strong interpersonal skills and a natural ability to build rapport.

• Exceptional communication skills, both written and verbal.

• Proficiency with HubSpot CRM and Microsoft Office (Word, Excel, PowerPoint).

• Bachelor's degree in Business, Marketing, Communications, or related field (preferred).

• Highly organized and able to manage multiple projects and timelines independently.

• Strategic thinker with a results-driven mindset.

Additional Skills:

• Negotiation and deal-closing experience with a focus on long-term client value.

• Strong judgment and decision-making skills in fast-moving environments.

• Experience with outbound prospecting and converting cold leads into warm relationships.

• A proactive and collaborative mindset with an eagerness to contribute to team success.

What We Offer:

• Competitive compensation with performance-based incentives.

• Flexible work environment with access to three office locations.

• Supportive leadership and opportunities for professional growth.

• 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.