About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Sales (Professional Services — Accounting & Finance).

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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About the Role

Confidential Client is seeking a Business Development Associate to support the Orange County practice and the local inside-sales efforts. This is an excellent entry-level sales opportunity for candidates who want structured training, a clear promotion path into full sales roles, and to build a career in business development within professional services focused on accounting and finance clients.

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Responsibilities

• Set and attend meetings for senior sales leaders (Client Service Directors / Client Account Directors) with new and existing clients using cold/warm calling, email campaigns, social outreach, and referrals.
• Research target companies and develop relationship-building strategies.
• Monitor market and industry trends and apply insights to account development.
• Prioritize accounts and maintain an up-to-date account prospect list.
• Create and run email campaigns; track results and follow up on engagement.
• Maintain and enrich contact databases using market research and name-generation techniques.
• Support client management by scheduling follow-ups and coordinating communications.
• Prepare custom materials for the sales team: project profiles, engagement confirmations, marketing collateral, presentations, and RFP responses.
• Produce content for social media and newsletters to support brand and pipeline growth.
• Assist with event planning, consultant communications, and other ad-hoc sales support tasks.

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Qualifications

• 1–2 years of sales or business development experience, preferably with exposure to accounting, finance, or related professional services.
• Bachelor’s degree (preferred in Accounting or Finance, though equivalent sales experience will be considered).
• Competitive drive and a demonstrated interest in a sales career.
• Strong relationship-building skills and commitment to client service.
• Comfortable engaging with senior and C-level executives.
• Comfortable using CRM tools, email campaign platforms, and basic market research techniques.

Confidential Client and Careertakes comply with all applicable U.S. employment laws. Reasonable accommodations are available for applicants with disabilities during the recruitment process.

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Compensation & Benefits

• Base salary: $65,000–$75,000 per year.
• Commission eligible in year one with realistic OTE potential above $100K for high performers.
• Health, dental, and vision insurance; life and long-term disability coverage.
• 401(k) with employer match and continuing education support.
• Robust onboarding, training program, and career development resources.

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What to Expect

This role is a fast-paced inside-sales position focused on lead generation, account research, and supporting senior business-development professionals. Successful candidates will be trained on outreach best practices, campaign execution, CRM hygiene, and how to progress into external sales roles.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.