Business Development Executive, San Francisco Bay Area

Business Development Executive, San Francisco Bay Area

BPM – where caring and community is in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation.

Working with BPM means using your experiences, broadening your skills, and reaching your full potential in work and life—while also making a positive difference for your clients, colleagues, and communities.  Our shared entrepreneurial spirit drives us to see and do things differently.  Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter.

Position Summary:

BPM is hiring a Business Development Executive serving the Bay Area region California to help drive growth across our Audit, Tax, and Advisory service lines. We’re looking for someone with a proven track record of selling professional services to middle market businesses, IPO-track companies, and/or large owner-managed enterprises. This role is ideal for a relationship-driven professional who understands the value of a consultative approach and can speak confidently to technical offerings. At BPM, we’re a one-stop shop for our clients—offering deep expertise across disciplines and industries—and we’re looking for someone who can help us expand that impact.

 To learn more about BPM, visit our website at bpmcpa.com, and to learn more about the leader of our Business Development team, feel free to connect with John Weems on LinkedIn! 

What you get: 

- Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility. 

- Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections.

- Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself. 

- Professional development opportunities: A learning culture with CPA exam resources and bonuses, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University.

Who is successful at BPM:

·         Caring people who put others first 

·         Self-starters who embody the BPM entrepreneurial spirit 

·         Authentic individuals with a diverse point of view 

·         Lifelong learners with a drive to excel 

·         Resilient people who rise to the occasion

Requirements:

• Minimum of 7 - 10 years' experience in a business development role, experience working with professional services (Accounting firms, Law firms). Existing business network Bay Area.
• Demonstrated success in lead generation - identifying, initiating, and nurturing new or on-going business leads.
• Confidence and exceptional interpersonal skills that have resulted in the establishment of strong business relationships, founded on trust.
• Experience with LinkedIn Sales Navigator, PitchBook, ZoomInfo, Outreach, and/or Salesforce is a plus.

Responsibilities:

• Report, track, and manage sales activities and results within our CRM system.
• Set up business development meetings.
• Conduct a high volume of outbound communications on a daily basis through a multitude of mediums, leveraging Outreach platform, to establish rapport with prospective clients.
• Research organizations and individuals to identify new prospects, client needs, and potential new markets.

Business Development Executive, San Francisco Bay Area

BPM – where caring and community is in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation.

Working with BPM means using your experiences, broadening your skills, and reaching your full potential in work and life—while also making a positive difference for your clients, colleagues, and communities.  Our shared entrepreneurial spirit drives us to see and do things differently.  Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter.

Position Summary:

BPM is hiring a Business Development Executive serving the Bay Area region California to help drive growth across our Audit, Tax, and Advisory service lines. We’re looking for someone with a proven track record of selling professional services to middle market businesses, IPO-track companies, and/or large owner-managed enterprises. This role is ideal for a relationship-driven professional who understands the value of a consultative approach and can speak confidently to technical offerings. At BPM, we’re a one-stop shop for our clients—offering deep expertise across disciplines and industries—and we’re looking for someone who can help us expand that impact.

 To learn more about BPM, visit our website at bpmcpa.com, and to learn more about the leader of our Business Development team, feel free to connect with John Weems on LinkedIn! 

What you get: 

- Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility. 

- Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections.

- Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself. 

- Professional development opportunities: A learning culture with CPA exam resources and bonuses, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University.

Who is successful at BPM:

·         Caring people who put others first 

·         Self-starters who embody the BPM entrepreneurial spirit 

·         Authentic individuals with a diverse point of view 

·         Lifelong learners with a drive to excel 

·         Resilient people who rise to the occasion

Requirements:

• Minimum of 7 - 10 years' experience in a business development role, experience working with professional services (Accounting firms, Law firms). Existing business network Bay Area.
• Demonstrated success in lead generation - identifying, initiating, and nurturing new or on-going business leads.
• Confidence and exceptional interpersonal skills that have resulted in the establishment of strong business relationships, founded on trust.
• Experience with LinkedIn Sales Navigator, PitchBook, ZoomInfo, Outreach, and/or Salesforce is a plus.

Responsibilities:

• Report, track, and manage sales activities and results within our CRM system.
• Set up business development meetings.
• Conduct a high volume of outbound communications on a daily basis through a multitude of mediums, leveraging Outreach platform, to establish rapport with prospective clients.
• Research organizations and individuals to identify new prospects, client needs, and potential new markets.