Business Development Representative

Aprio

Business Development Representative at Aprio, a Top 20 CPA and advisory firm. Focused on lead management and outbound campaigns for business opportunities.

Posted 7/9/2026full-timeSan Francisco • California • 🇺🇸 United StatesJuniorMid-Level💰 $85,000 - $110,000 per yearWebsite

About the role

Key responsibilities & impact

Monitor and respond to inbound leads professionally within 1-hour.
Qualify leads based on predefined criteria and route them to the appropriate advisor team members.
Maintain accurate and up-to-date records of all inbound leads and their status in HubSpot.
Connect with advisors to ensure meetings are held or rescheduled and updated in HubSpot.
Follow up to ensure meetings with advisors take place within firm standards of timeliness.
Perform lead qualification interviews to assess leads, working within guidelines provided by the service line leaders.
Provide pricing quotes and proposals based on established guidelines provided by the service leader.
Develop and implement targeted outbound campaigns to generate new business opportunities for RAAS practice.
Work with Growth Leaders and others to execute segment specific outbound campaigns.
Utilize various channels such as email, phone and social media to reach potential clients.
Craft compelling messaging and value propositions tailored to different segments and industries.
Track and measure the effectiveness of outbound campaigns, adjusting strategies as needed to optimize results via Outreach and HubSpot reporting.
Conduct market research to identify potential target markets, industries, and key decision-makers.
Stay informed about industry trends, competitor activities, and emerging opportunities.
Provide insights and recommendations based on market research to inform business development strategies.

Requirements

What you’ll need

2+ years of experience in business development, inside sales, lead generation, client services, or a related customer-facing role.
Experience qualifying inbound leads and managing sales pipelines within a CRM platform (preferably HubSpot).
Strong verbal and written communication skills with the ability to engage prospective clients professionally and confidently.
Ability to conduct discovery and qualification calls to assess client needs and identify opportunities.
Experience coordinating meetings, managing follow-up activities, and ensuring timely progression of opportunities.
Strong organizational skills with exceptional attention to detail and accuracy in maintaining CRM records and reporting.
Ability to manage multiple priorities and respond to inquiries within established service-level expectations.
Proficiency with Microsoft Office Suite and CRM tools.
Analytical mindset with experience tracking campaign performance and interpreting data to drive improvements.
Ability to work collaboratively across business development, marketing, and service delivery team

Benefits

Comp & perks

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Lead GenerationSales Pipeline ManagementData AnalysisProposal DevelopmentOutbound Campaign Development

Soft Skills

Strong Communication SkillsOrganizational SkillsAttention to DetailCollaborationTime Management