The role focuses on managing inbound leads and driving outbound campaigns to generate new business for Aprio's Risk Advisory & Assurance Practice, including developing quotes and qualifying opportunities for SOC/ISO and CMMC. The position requires close collaboration with marketing and service teams to improve lead follow-up and support sales objectives.
Responsibilities
- Respond to inbound leads within one hour in a professional manner.
- Qualify leads using predefined criteria and route them to the appropriate advisor team members.
- Keep HubSpot records accurate and up to date for all inbound leads and their status.
- Coordinate with advisors to schedule, reschedule, and update meetings in HubSpot.
- Follow up to ensure advisor meetings occur in a timely fashion according to firm standards.
- Conduct lead qualification interviews following guidance from service line leaders.
- Provide pricing quotes and proposals based on established guidelines from service leaders.
- Follow up on related deals to advance opportunities.
- Design and execute targeted outbound campaigns to generate new opportunities for the RAAS practice.
- Collaborate with Growth Leaders to implement segment specific outbound efforts.
- Leverage email, phone, and social channels to reach prospective clients.
- Craft messaging and value propositions tailored to different segments and industries.
- Monitor outbound campaign performance and adjust strategies using Outreach and HubSpot reporting.
- Align outbound campaigns with marketing strategies in partnership with the Go To Market team and service leaders.
- Collaborate with the advisor team to ensure smooth handoff and timely follow-up of qualified leads.
- Provide regular updates and reports on lead generation activities and campaign outcomes to the Business Development Manager.
- Attend team meetings and strategy sessions to contribute to business development initiatives.
- Conduct market research to identify potential target markets, industries, and decision-makers.
- Stay informed on industry trends, competitor activity, and new opportunities.
- Offer insights from market research to inform business development strategies.
Requirements
- At least two years of experience in business development, inside sales, lead generation, client services, or a related customer-facing role.
- Experience qualifying inbound leads and managing sales pipelines in a CRM, preferably HubSpot.
- Strong verbal and written communication for professional client engagement.
- Ability to conduct discovery and qualification calls to assess client needs and opportunities.
- Experience coordinating meetings, managing follow-up, and ensuring progression of opportunities.
- Excellent organizational skills with careful attention to CRM records and reporting.
- Ability to manage multiple priorities and respond within established service levels.
- Proficiency with Microsoft Office Suite and CRM tools.
- Analytical mindset with experience tracking campaigns and using data to drive improvements.
- Ability to collaborate across business development, marketing, and service delivery teams.
Technologies
- HubSpot
- Outreach
- Microsoft Office Suite
Benefits
- Medical, dental, and vision insurance starting on day one of employment
- Flexible Spending Account and Dependent Care Account
- 401(k) with profit sharing
- Nine plus holidays and discretionary time off
- Parental leave for primary and secondary caregivers
- Tuition assistance and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group, and individual performance
- Incentive pay related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
- Opportunity to work with an industry leading, growth-focused firm
- A culture guided by a set of core behaviors known as the Aprio Way
- Collaborative and energetic team environment
- Entrepreneurial atmosphere with room to innovate
- Professional growth opportunities and ongoing development
- Competitive compensation and benefits with work/life balance
Preferred Qualifications
- Preference for candidates in the West Coast time zone; willingness to work PST hours
- Bachelor's degree in Business, Marketing, Communications, Accounting, Finance, Cybersecurity, or related field
- Experience supporting professional services, accounting, consulting, fintech, or B2B organizations
Why Work for Aprio
Aprio offers opportunities for growth across roles, from entry level to leadership, within a future-focused and innovative firm. You will join a team that values ongoing development and collaboration in a high-growth environment.
Equal Opportunity Employer
Aprio is an Equal Opportunity Employer and values diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, pregnancy, sexual orientation, gender identity or expression, age, disability, genetic information, citizenship status, military service obligations, or any other category protected by applicable law.
