Client Service Manager/Business Development
About The Position
Reid Accountants + Advisors, is hiring! Reid Accountants + Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have offices in Long Island, NYC, White Plains, and South Carolina. Join a rapidly growing organization with a strategic vision and dynamic plan. We are seeking an experienced Client Service Manager / Business Development Manager to support the planning and execution of the firm’s internal and external sales initiatives. This role is responsible for driving revenue growth by identifying new business opportunities, with a strong initial focus on expanding services within the firm’s existing client base. The ideal candidate will analyze internal client data to identify cross-selling and upselling opportunities across firm services, including Payroll Services, Commercial and Personal Insurance, Health & Life Insurance, and Tax Credits.
Requirements
- Bachelor’s degree required (MBA or professional certification a plus).
- 5–7+ years of experience in business development, client services, or sales within professional services, accounting, insurance, or financial services.
- Proven ability to generate revenue and grow client relationships.
- Strong communication, presentation, and relationship-building skills.
- Consultative, solution-oriented approach with solid business and financial understanding.
- Ability to commute/relocate: Columbia, SC: Reliably commute or planning to relocate before starting work (Required)
- This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration.
Nice To Haves
- Experience working with mid-market businesses or professional service clients preferred.
- Ability to manage multiple initiatives while collaborating effectively across teams.
Responsibilities
- Develop and execute business development and sales plans aligned with firm growth objectives.
- Identify and pursue new opportunities with existing and prospective clients.
- Build and maintain strong relationships with client decision-makers, referral partners, and internal stakeholders.
- Collaborate with leadership and service teams to align client needs with firm service offerings.
- Track, forecast, and report on pipeline activity, sales performance, and revenue results.
- Represent the firm at networking events, client meetings, and selected industry functions as needed.
- Assist in developing referral relationships with strategic partners, including financial institutions and related professional service providers.
- Help optimize client data and reporting to ensure accurate data, reporting, and workflow efficiency.
- Utilize technology and data-driven tools to improve client engagement and business development effectiveness.
- Work closely with leadership to support firm-wide growth initiatives and client retention efforts.
- Manage the business development process from prospecting through proposal development, negotiation, and close.
Benefits
- Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
- Company-Paid Life and Long-Term Disability Insurance
- Ancillary Benefits such as supplemental life insurance and short-term disability options
- Classic Safe Harbor 401(k) Plan with employer contributions
- Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
- We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
