Business Development Associate

Job Purpose

The Business Development Associate will support the firm’s expansion by driving initiatives that generate new business and strengthen relationships with existing clients. The role involves working closely with partners and technical teams to identify market opportunities, develop client engagement strategies, and promote the firm’s audit, accounting, tax, company secretarial and advisory services. The successful candidate will contribute to increasing the firm’s visibility in the market, supporting proposal development, and helping position the firm as a trusted professional services provider.

Primary Responsibilities

Client Acquisition & Opportunity Management

· Identify potential clients and track market opportunities in the firm’s focus sectors.

· Support the creation and execution of strategies to promote key service offerings.

· Collaborate with Partners and Team leaders to design client engagement plans.

· Prepare and manage proposals, bids, and Expressions of Interest (EOIs).

Market Research & Insights

· Conduct analysis of industry trends, market dynamics, and competitor activity.

· Maintain the opportunity pipeline and assist in generating business development reports.

· Review RFPs and preparation of bid responses.

Client Relationship Support

· Coordinate client meetings, follow-ups, and engagement touchpoints.

· Assist in gathering and analyzing client feedback through surveys and post-engagement evaluations.

· Ensure client and prospect records are current and accurate within the CRM system.

Campaigns, Events & Branding

· Support the planning and execution of seminars, webinars, and networking events for clients.

· Help distribute thought leadership content and newsletters.

· Ensure consistency of brand messaging across all client-facing materials in line with our brand policy.

· Prepare and maintain marketing collateral, including company profiles, proposal templates, and capability statements.

Internal Collaboration & Reporting

· Work with internal teams to ensure seamless client service delivery.

· Track business development initiatives and assist with reporting on pipelines and performance.

· Provide administrative support in the implementation of the business development plan.

2. Qualifications & Experience

• Bachelor’s degree in Marketing, Business Administration, Economics, Finance, or a related discipline.
  
• Minimum 2 years of experience in business development, client engagement, or proposal management, preferably within a professional services or CPA firm.
  

• Proven track record in preparing high-impact proposals, tenders, and Expressions of Interest (EOIs).
  
  
• Experience working with senior partners to develop client engagement strategies.
  
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• Familiarity with CRM systems (Zoho CRM) and business development tools.
  

3. Key Competencies & Attributes

• Exceptional client engagement and relationship management skills.
  
• Strong written and verbal communication, including proposal writing and executive-level presentations.
  
• Strategic thinking and the ability to identify opportunities aligned with firm priorities.
  
• Results-driven, proactive, and self-motivated, with excellent time management skills.
  
• High attention to detail, ensuring quality and consistency in proposals and client deliverables.
  
• Collaborative mindset, capable of working effectively across teams and supporting Partners in client acquisition initiatives.
  

• Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and document automation tools (e.g., DocuSign).
  
• Proficiency in CRM tools
  
• Ability to manage multiple proposals and client initiatives under tight deadlines.
  
• Understanding of professional services sectors and ability to align business development activities with firm strategy.
  
• Competence in tracking prospective clients, market leads, and business opportunities.
  
• Experience in supporting go-to-market plans for priority service lines
  
• Innovative and action oriented
  
• Familiarity with AI tools