Note: The job is a remote job and is open to candidates in USA. FinOpSys provides outsourced financial operations services to small businesses, startups, and entrepreneurs. The Business Development Manager drives client acquisition and expands the company’s market presence by managing sales pipelines, building relationships, and promoting financial services.
Responsibilities
- Develop and execute strategies to acquire new clients for FinOpSys’ bookkeeping, payroll, and tax services
- Build and manage a robust pipeline of prospects through outreach (calls, emails, LinkedIn, events)
- Conduct discovery meetings to understand client needs and tailor FinOpSys’ solutions accordingly
- Collaborate with marketing and operations teams to create campaigns and proposals that convert leads into long-term clients
- Continuously assess market trends and competitive offerings to identify new business opportunities
- Nurture and expand relationships with startups, entrepreneurs, and small business networks
- Represent FinOpSys at industry events, networking groups, and online communities to enhance brand visibility
- Track and report on key performance metrics using FinOpSys’s CRM system
- Maintain up-to-date knowledge of financial operations, compliance requirements, and tax/accounting best practices
Skills
- Strong written and verbal communication skills
- Excellent relationship-building and consultative sales skills
- Ability to understand financial concepts and articulate value propositions clearly
- High initiative, self-motivation, and goal-oriented mindset
- Strong organizational and time management abilities
- Skilled at using CRM tools, LinkedIn, and digital outreach platforms
- Ability to work independently and as part of a collaborative, cross-functional team
- Analytical mindset with attention to detail and results-driven focus
- Bachelor's degree in Business, Marketing, Finance, or a related field
- 3+ years of experience in business development, sales, or client acquisition—preferably within financial services, SaaS, or professional consulting industries
- Proven track record of achieving or exceeding sales targets
- Familiarity with bookkeeping, payroll, and tax solutions is a plus
- Experience selling to small business owners or startups is highly desirable
Benefits
- Performance incentives
- Collaborative and supportive team culture
- Professional growth opportunities in financial services and business operations
Company Overview