What are the responsibilities and job description for the Business Development Representative position at TRM CPA?
TRM CPA has earned the distinction of being ranked 10th in 2025 Accounting Today's Best Accounting Firms to Work For and ranked 1st in 2025 America's Best Workplaces!
Job Description
Are you a driven and persuasive communicator who thrives in a fast-paced sales environment? Do you enjoy building relationships and helping clients find the right solutions to meet their needs? Are you growth-minded and eager to join a firm where there are incredible opportunities for advancement and skill development? If so, we at TRM CPA would love to chat with you about our Account Manager role based in Jupiter, Florida!
What You'll Do – 90-Day Outlook
First 30 Days
• Learn our value proposition and how we help clients build long-term wealth.
• Shadow with our sales team to understand our services, ideal client profile, and how we approach consultative sales.
• Understand the background of our ideal clients—what we are looking for, why clients are successful with us, how to spot a great prospect.
• Learn the current business development tools and understand key metrics for success in your role.
By 60 Days
• Build an opportunity pipeline by engaging with new prospective accounts.
• Advance in-depth knowledge of our firm’s solutions, industry trends, and competition.
• Maintain organized records of all interactions and opportunities in HubSpot.
By 90 Days and Beyond
• Consistently meet or exceed monthly quota and pipeline generation targets.
• Deliver accurate weekly/monthly forecasts to leadership.
• Collaborate with marketing and client success to refine messaging and lead quality.
• Contribute to sales process improvements and knowledge-sharing within the team.
Responsibilities
• Manage inbound outreach via phone, email, and social platforms
• Qualify leads and guide prospects through the sales process to booked consultations
• Track all sales activities and interactions in HubSpot CRM
• Consistently exceed monthly quotas and performance targets
• Collaborate with marketing and service teams to improve lead quality and conversion
• Represent TRM CPA with professionalism and energy at every touchpoint
Requirements
• Bachelor's degree in marketing, business, or a related field
• 2–6 years of closing experience in high-ticket B2B services
• Confident communicator with a persuasive phone presence
• Thrives in a fast-paced, metrics-driven sales environment
• CRM proficiency (HubSpot or similar)
• Energetic, coachable, and highly goal-oriented
• Based in or able to commute to Jupiter, Florida
At TRM CPA we live and breathe our Core Values:
• Integrity – We do what’s right over what is easy
• Ownership – We take initiative and accept responsibility
• Humility – We stay humble and open-minded to new ideas
• Teamwork – We value people over numbers and believe we can go farther by working together
• Positivity – We face challenges with optimism
• Excellence – We go above and beyond in all we do
• Growth – We push the limits of our abilities and strive to be better every day
• Awesomeness – We create fun and a little weirdness
Job Type
• Full-time
Benefits
• Health insurance
• Life insurance
• Paid time off
• Regular team events at travel destinations
• Dental insurance
• Vision insurance
Schedule
• 8-hour shift
• Monday to Friday
Pay Structure
• $50,000 - $75,000 base, On-Target Earnings $200k
Work Location
• Jupiter, FL
Salary : $50,000 - $75,000
