What are the responsibilities and job description for the Business Development Specialist position at Grayson HR?
Department: Sales
Reports To: Business Development Manager
Status: Full-Time | Hybrid (2–3 days in-office, remainder remote)
Position Overview
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
- 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
- Build relationships that drive long-term revenue
Role Objective:
Convert qualified inbound opportunities into high-value client engagements through disciplined execution, consultative selling, and relationship-driven growth.
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)
- 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
- 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
Qualifications:
- 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
Salary : $30,000 - $35,000