Business Development Executive, San Francisco Bay Area

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OtherBusiness Development Executive

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Quick Summary

Key Responsibilities

Report, track, and manage sales activities and results within our CRM system. Set up business development meetings.

Requirements Summary

Minimum of 7 - 10 years' experience in a business development role, experience working with professional services (Accounting firms, Law firms). Existing business network Bay Area.

Technical Tools

OtherBusiness Development Executive

BPM – where caring and community is in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation.

Working with BPM means using your experiences, broadening your skills, and reaching your full potential in work and life—while also making a positive difference for your clients, colleagues, and communities. Our shared entrepreneurial spirit drives us to see and do things differently. Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter.

BPM is hiring a Business Development Executive serving the Bay Area region California to help drive growth across our Audit, Tax, and Advisory service lines. We’re looking for someone with a proven track record of selling professional services to middle market businesses, IPO-track companies, and/or large owner-managed enterprises. This role is ideal for a relationship-driven professional who understands the value of a consultative approach and can speak confidently to technical offerings. At BPM, we’re a one-stop shop for our clients—offering deep expertise across disciplines and industries—and we’re looking for someone who can help us expand that impact.

To learn more about BPM, visit our website at bpmcpa.com, and to learn more about the leader of our Business Development team, feel free to connect with John Weems on LinkedIn!

What We Offer

~1 min read

· Caring people who put others first

· Self-starters who embody the BPM entrepreneurial spirit

· Authentic individuals with a diverse point of view

· Lifelong learners with a drive to excel

· Resilient people who rise to the occasion

Requirements

~1 min read

Minimum of 7 - 10 years' experience in a business development role, experience working with professional services (Accounting firms, Law firms). Existing business network Bay Area.
Demonstrated success in lead generation - identifying, initiating, and nurturing new or on-going business leads.
Confidence and exceptional interpersonal skills that have resulted in the establishment of strong business relationships, founded on trust.
Experience with LinkedIn Sales Navigator, PitchBook, ZoomInfo, Outreach, and/or Salesforce is a plus.

Responsibilities

~1 min read

→Report, track, and manage sales activities and results within our CRM system.
→Set up business development meetings.
→Conduct a high volume of outbound communications on a daily basis through a multitude of mediums, leveraging Outreach platform, to establish rapport with prospective clients.
→Research organizations and individuals to identify new prospects, client needs, and potential new markets.