Business Development Specialist

Grayson HR•Atlanta, GA

6d•Hybrid

About The Position

The Sales – Business Development Specialist (BDS) is a frontline revenue-generating role responsible for converting inbound opportunities into long-term client engagements across accounting, tax, and advisory services. This role operates within a high-performance, consultative sales environment, engaging directly with business owners—typically generating $5M+ in annual revenue—to identify financial gaps and position solutions that deliver financial clarity, cash flow visibility, strategic tax, and forecasting and business insight. This is an inbound, conversion-focused role driven by Carter & Company’s marketing engine. Success is defined by the ability to lead structured, consultative conversations, control the sales process from first contact to close, maintain disciplined pipeline ownership, execute consistent follow-through, and build relationships that drive long-term revenue. The role objective is to convert qualified inbound opportunities into high-value client engagements through disciplined execution, consultative selling, and relationship-driven growth.

Requirements

2+ years in sales, business development, or client-facing roles
Experience leading conversations and closing business
Exposure to consultative or solution-based selling
Strong questioning and listening skills
Ability to explain financial concepts clearly
Effective objection handling
Strong organization and time management
Experience using CRM systems
Ability to manage multiple active opportunities

Responsibilities

Serve as the first point of contact for inbound prospects
Conduct structured advisory conversations with business owners
Identify financial challenges (tax inefficiencies, cash flow issues, lack of visibility)
Educate prospects on Carter & Company’s value
Lead conversations with confidence and control
Apply structured discovery and questioning techniques
Position accounting, tax, and advisory services as strategic solutions
Handle objections and move opportunities toward a defined next step or close
Own and manage pipeline from lead → close
Maintain 100% CRM visibility and accuracy
Track deal progression and next steps
Prevent stalled opportunities through proactive follow-up
Partner with Business Development Manager and Fractional CFO
Support high-value and complex engagements
Participate in deeper advisory conversations
Build relationships with business owners and decision-makers
Represent Carter & Company at networking events
Convert relationships into consultation opportunities
Strengthen pipeline beyond inbound sources
Execute consistent follow-up cadence
Maintain ownership from first contact through close
Ensure all commitments and next steps are completed