Department: SalesReports To: Business Development ManagerStatus: Full-Time | Hybrid (2–3 days in-office, remainder remote)Position OverviewThe 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 clarityCash flow visibilityStrategic taxForecasting and business insightThis is an inbound, conversion-focused role driven by an internal marketing engine. Success is defined by the ability to:Lead structured, consultative conversationsControl the sales process from first contact to closeMaintain disciplined pipeline ownershipExecute consistent follow-throughBuild relationships that drive long-term revenueRole ObjectiveConvert qualified inbound opportunities into high-value client engagements through disciplined execution, consultative selling, and relationship-driven growth.ResponsibilitiesServe as the first point of contact for inbound prospectsConduct structured advisory conversations with business ownersIdentify financial challenges (tax inefficiencies, cash flow issues, lack of visibility)Lead conversations with confidence and controlApply structured discovery and questioning techniquesPosition accounting, tax, and advisory services as strategic solutionsHandle objections and move opportunities toward a defined next step or closeOwn and manage pipeline from lead to closeMaintain 100% CRM visibility and accuracyTrack deal progression and next stepsPrevent stalled opportunities through proactive follow-upPartner with Business Development Manager and Fractional CFOSupport high-value and complex engagementsParticipate in deeper advisory conversationsBuild relationships with business owners and decision-makersRepresent Carter & Company at networking eventsConvert relationships into consultation opportunitiesStrengthen pipeline beyond inbound sourcesExecute consistent follow-up cadenceMaintain ownership from first contact through closeEnsure all commitments and next steps are completedQualifications2+ years in sales, business development, or client-facing rolesExperience leading conversations and closing businessExposure to consultative or solution-based sellingStrong questioning and listening skillsAbility to explain financial concepts clearlyEffective objection handlingStrong organization and time managementExperience using CRM systemsAbility to manage multiple active opportunities#J-18808-Ljbffr