Business Development Representative

Thousand Oaks, California, United States

Job Title: Business Development Representative
Location: Hybrid Offices in Thousand Oaks, Long Beach, and Cambria, CA
Companies: Tax Prose Inc., Privity CPA Partners PC, and PPS Solutions

We are a group of forward-thinking professional service firms—
Tax Prose Inc.,
Privity CPA Partners PC
, and PPS Solutions
—working in tandem to deliver high-impact financial, tax, and business advisory services. Together, we support a dynamic client base of entrepreneurs, high-net-worth individuals, professional service firms, and business owners.

Gain a deep understanding of the services offered across Tax Prose
, Privity CPA
, and PPS Solutions to effectively communicate our value proposition.

Identify and engage prospective clients through outreach, networking, and inbound leads.

Develop and maintain segmented mailing and outreach lists for campaigns and events.

Guide new clients through our onboarding process, ensuring a smooth transition to the appropriate internal team.

Cultivate and manage relationships, providing timely support and maintaining high-touch communication.

Collaborate with the digital marketing team to plan and execute targeted lead-generation campaigns.

Research and identify speaking engagements, sponsorship opportunities, and community-based marketing initiatives.

Coordinate and implement business development plans aligned with annual firm goals.

Track performance metrics and ROI on campaigns, sponsor ships, and lead-gen efforts.

Assist in managing marketing and sponsorship budgets across all three companies.

Use CRM tools like Hub Spot to log interactions, build pipelines, and monitor follow-up activity.

Monitor industry trends, competitor activity, and business opportunities.

Help develop internal knowledge tools, presentations, and marketing collateral.

Work cross-functionally with firm leadership and tax professionals to align strategies and close deals.

2-4 years of experience in business development, sales, or client relationship management, preferably in tax, legal, or professional services.

Strong interpersonal skills and a natural ability to build rapport.

Exceptional communication skills, both written and verbal.

Proficiency with Hub Spot CRM and Microsoft Office (Word, Excel, PowerPoint).

Bachelor's degree in Business, Marketing, Communications, or related field (preferred).

Highly organized and able to manage multiple projects and timelines independently.

Strategic thinker with a results-driven mindset.

Negotiation and deal-closing experience with a focus on long-term client value.

Strong judgment and decision-making skills in fast-moving environments.

Experience with outbound prospecting and converting cold leads into warm relationships.

A proactive and collaborative mindset with an eagerness to contribute to team success.

Competitive compensation with performance-based incentives.

Flexible work environment with access to three office locations.

Supportive leadership and opportunities for professional growth.

A mission-driven culture committed to delivering exceptional client service.

If you're passionate about building relationships, expanding business opportunities, and contributing to the success of a growing team, we'd love to hear from you. Apply today and be part of a thriving multi-firm team that's redefining the client experience in financial services.