Client Service Manager/Business Development
Crete Professionals Alliance
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.
Skills
Qualifications
About Crete Professionals Alliance
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.
Recent company news
The AI JournalBFJ Joins Crete Professionals Alliance, Reuniting with Former Partner
3 days ago
Business WireForce 10 Partners Joins Crete Professionals Alliance, Expanding Crete’s Advisory Capabilities into Corporate Restructuring
1 month ago
ReutersThrive-backed accounting firm Crete to spend $500 million in AI roll-up
Jun 4, 2025
Accounting TodayM&A roundup: Crete and Mercer expand
Nov 12, 2025
The Business JournalsHawaii's Accuity joins national alliance of accounting firms
Nov 12, 2025
About Crete Professionals Alliance
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Crete Professionals Alliance.
Salary
$99k – $132k
per year