CPA firm are seeking a Business Development Specialist to spearhead deal origination, drive new client acquisition, and expand our market presence. This role is dedicated to generating high-quality leads and building lasting relationships with decision-makers. This role is fully remote within the U.S. for candidates located outside the New York City area.
Job Responsibilities
Deal Origination: Identify, engage, and qualify prospective clients (business owners, Centers of Influences, and corporates) to generate M&A advisory mandates
Market Coverage: Develop a strong presence across target industries through proactive outreach, networking, and thought leadership.
Relationship Development: Build and maintain senior-level relationships with stakeholders including entrepreneurs, and advisors (wealth management firms, law firms, accounting firms, consultants).
Lead Generation: Drive the firm’s outbound business development efforts—cold calling, targeted campaigns, event participation, and partnership building.
Partnerships: Establish and cultivate referral relationships with intermediaries, industry associations, and strategic partners.
Thought Leadership: Represent the firm at conferences, panels, and networking events to enhance visibility and credibility.
Collaboration with Deal Teams: Work closely with M&A execution teams to transition prospects into mandates and ensure consistent client experience.
CRM & Reporting: Track origination activities, maintain pipeline metrics, and provide regular updates on progress against business development goals.
Numbers & Facts
Location
New York, NY (Remote)
Job Type
Full-time, Employee
Salary
$125,000–$200,000 Per Year
Qualifications
8+ years of experience in business development, origination, or client-facing roles within M&A advisory, investment banking, private equity, corporate development, or professional services.
Demonstrated track record of sourcing and winning mandates in the mid-market M&A space.
About Company
Top 100 CPA firm
Skills
Business Developmentunmatched
Certified Public Accountant (CPA)unmatched
Customer Acquisitionunmatched
Mergers and Acquisitionsunmatched
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