Business Development Manager

Nichols Cauley•Peachtree Corners, GA

About The Position

The Business Development Manager generates new client relationships for Nichols Cauley across its Audit, Tax, M&A/Transaction Advisory, Risk & Insurance Services, Group Benefits, CFO Advisory, and Client Accounting Services offerings. The role builds trusted relationships with Controllers, CFOs, and owners of small-to-midsize and closely held businesses and converts those relationships into new engagements for the firm. Working closely with service line partners, the Business Development Manager owns the front end of the growth process, including prospecting, outreach, networking, and qualifying opportunities. The role then coordinates warm, well-positioned introductions to the appropriate subject matter experts and works with service line partners through the sales process. The position also collaborates with marketing and firm leadership on business development messaging, targets, pipeline activity, and results. Nichols Cauley is an integrated financial services platform recognized among the Top 100 Firms by Inside Public Accounting and named one of Accounting Today's Best Firms to Work For and Best Firms for Young Accountants. The firm emphasizes professional excellence, career development, collaboration, client relationships, technology, automation, and AI-driven innovation.

Requirements

  • 10+ years of business development, sales, or relationship management experience, ideally within professional or financial services.
  • Bachelor's degree in Business, Marketing, Finance, Accounting, or a related field.
  • Demonstrated track record of generating new business and meeting or exceeding revenue targets.
  • Ability to engage credibly with Controllers, CFOs, and business owners and speak knowledgeably about accounting, tax, and financial matters, even without a direct accounting background.
  • Strong prospecting, networking, and relationship-building skills, with demonstrated ability to build a pipeline from scratch.
  • Excellent written and verbal communication skills and ability to present in a polished, confident manner.
  • Proficiency with CRM systems and outbound sales or marketing tools, such as LinkedIn Sales Navigator and email sequencing tools.
  • Self-motivated and goal-oriented, with the ability to work independently against new-business targets.
  • Willingness to travel locally for client meetings, networking events, and community engagement.

Nice To Haves

  • Existing network of Controllers, CFOs, or SMB owners in Georgia and the Southeast markets.
  • Experience selling or promoting multi-service offerings, such as audit, tax, M&A, insurance, or outsourced accounting.
  • Prior business development experience specifically within an accounting, CPA, or financial services firm.
  • Familiarity with Zoho CRM or a similar platform.
  • Experience partnering with subject matter experts, such as CPAs or attorneys, to close complex, consultative sales.

Responsibilities

  • Identify, prospect, and cultivate relationships with Controllers, CFOs, and owners of small-to-midsize businesses across target industries.
  • Build and manage a pipeline of prospective clients across the firm's service lines: Audit, Tax, M&A/Transaction Advisory, Risk & Insurance Services, Group Benefits, Client Accounting Services, and CFO Advisory.
  • Develop and execute outbound outreach campaigns using LinkedIn, email, and phone to reach financial decision-makers at small-to-midsize businesses.
  • Represent Nichols Cauley at networking events, industry associations, chambers of commerce, and community organizations to build referral relationships.
  • Partner with service line leaders and partners to understand their offerings and tailor outreach and pitches to prospect needs.
  • Qualify inbound leads and schedule and facilitate introductory meetings between prospects and the appropriate service line partner.
  • Develop and maintain relationships with referral sources, including attorneys, bankers, wealth managers, and other centers of influence.
  • Track and report pipeline activity, conversion rates, and new business generated using the firm's CRM.
  • Collaborate with marketing on collateral, campaigns, and messaging supporting business development efforts.
  • Own the front end of the sales cycle from initial outreach through qualification and handoff, coordinating with service line partners through close.
  • Set and track new-business targets in partnership with firm leadership and report regularly on progress.
  • Stay current on market trends, competitor offerings, and the needs of SMB Controllers, CFOs, and owners to refine messaging and targeting.
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