Client Service Manager/Business Development
Crete PA(26 days ago)
About this role
The Client Service Manager/Business Development role at Reid Accountants + Advisors focuses on driving revenue growth by identifying and pursuing new business opportunities, particularly within the existing client base. This position involves developing and executing business development strategies, analyzing client data for cross-selling opportunities, and collaborating with leadership and service teams to align client needs with firm offerings. The role also includes tracking sales performance, managing the business development process, and representing the firm at networking events. Candidates should have 5-7 years of experience in business development within professional services or financial sectors.
Required Skills
- Business Development
- Sales Plans
- Revenue Growth
- Client Relationships
- Data Analysis
- Networking Events
- Client Meetings
- Reporting
- Technology Utilization
- Client Retention
+8 more
Qualifications
- Bachelor's degree
- MBA or professional certification (a plus)
About Crete PA
cretepa.comCrete PA is a collaborative network of accounting and professional services firms designed to empower local brands while leveraging national capabilities for growth. The firm offers a wide range of services including accounting, audit and attestation, tax planning, and advisory services tailored to enhance business efficiency and compliance. By combining local knowledge with extensive resources and expertise, Crete PA enables its member firms to thrive in a competitive landscape while maintaining their unique identity. The network places a strong emphasis on collaboration, innovation, and community engagement, making it a trusted partner for its members across various industries.
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