Business Development Associate

Onshore•New York, NY

5d•Onsite

About The Position

Onshore is the modern standard for U.S. companies claiming the R&D tax credit. We find, document, and defend the tax credits and deductions that farms, manufacturers, architects, and engineers have earned. Claiming the R&D tax credit has historically been an ordeal full of consultants, spreadsheets, and hidden fees. Now, our software and AI-powered solutions read every line of a client's records against the tax code, produce verified computations, and are reviewed by a credentialed tax professional before filing. This position is based in New York City, and in-office attendance is required Monday-Friday.

Requirements

1+ years of experience in Business Development, Sales Development, or a customer-facing role with quota responsibilities.
Bachelor’s degree is required (Business, Finance, Economics, or a related field are preferred).
Passion for technology, AI, and the financial/tax industry, with the ability to quickly learn and understand technical product concepts related to tax.
Strong communication skills, resilience, and the ability to handle objections with a customer-centric mindset.
A demonstrated history of consistently surpassing weekly, monthly, and quarterly sales goals.
Self-motivated, organized, and goal-oriented, with the ability to manage multiple leads and follow-ups effectively.
Eager to learn, receptive to coaching, and capable of collaborating with cross-functional teams.

Nice To Haves

CRM experience and other sales tools (Salesforce, Outreach, LinkedIn Sales Navigator preferred).
Familiarity with financial documents and/or basic tax-related terminology.

Responsibilities

Strategically uncover qualified businesses using creative prospecting techniques to expand our reach.
Proactively connect with potential clients through phone calls, emails, LinkedIn, and innovative outreach channels.
Work hand-in-hand with our directors to identify high-priority accounts, target industries and exciting partnership opportunities.
Cultivate genuine relationships with business owners and executives to understand their needs and showcase how our services can make a difference.
Keep our CRM updated with detailed records of all outreach efforts to ensure seamless follow-up and tracking.
Represent Onshore with energy, professionalism, and passion for delivering real value to every interaction.