The Business Development Representative role at Aprio sits at the intersection of lead generation and strategic outreach within our RAAS practice. Based in Washington, DC with remote options, this role supports inbound and outbound efforts while collaborating with Go To Market, marketing, and advisor teams. A preference for West Coast Pacific Time hours helps align with key client interactions as you help grow our client base and strengthen relationships.
Responsibilities
- Respond to inbound leads professionally within one hour and advance them through the qualification process.
- Qualify leads using predefined criteria and route them to the appropriate advisor team members.
- Maintain accurate, current records of all inbound leads and statuses in HubSpot.
- Coordinate with advisors to ensure meetings are scheduled or rescheduled and reflected in HubSpot.
- Follow up to ensure advisor meetings occur within the firm’s timeliness standards.
- Conduct lead qualification interviews per guidelines from service line leaders.
- Provide pricing quotes and proposals following established guidelines from service leaders.
- Perform follow up on related deals to progress opportunities.
- Develop and execute targeted outbound campaigns to generate new business opportunities for the RAAS practice.
- Collaborate with Growth Leaders to run segment-specific outbound campaigns.
- Reach prospective clients via multiple channels including email, phone, and social media.
- Craft messaging and value propositions tailored to various segments and industries.
- Measure campaign effectiveness and adjust strategies using Outreach and HubSpot reporting.
- Align outbound efforts with overall marketing strategies in coordination with the Go To Market team and service leaders.
- Partner with the advisor team to ensure smooth handoffs and timely follow-ups on qualified leads.
- Provide regular updates and reporting on lead generation activities and campaign outcomes to the Business Development Manager.
- Participate in team meetings and strategy sessions to contribute to overall business development efforts.
- Conduct market research to identify target markets, industries, and key decision-makers.
- Stay informed about industry trends, competitor activities, and emerging opportunities.
- Offer insights and recommendations based on market research to inform business development strategy.
Requirements
- 2+ years of experience in business development, inside sales, lead generation, client services, or related customer-facing roles.
- Experience qualifying inbound leads and managing sales pipelines within a CRM, preferably HubSpot.
- Strong verbal and written communication skills with the ability to engage prospective clients professionally and confidently.
- Ability to conduct discovery and qualification calls to assess client needs and opportunities.
- Experience coordinating meetings, managing follow-ups, and ensuring timely progression of opportunities.
- Strong organizational skills with meticulous attention to detail in maintaining CRM records and reporting.
- Ability to manage multiple priorities and respond within established service-level expectations.
- Proficiency with Microsoft Office Suite and CRM tools.
- Analytical mindset with experience tracking campaign performance 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
- 9+ holidays with discretionary time off
- Parental Leave covering primary and secondary caregivers
- Tution Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation tied to firm, group, and individual performance
- Incentive compensation related to origination of new client sales
- Top-rated wellness program
- Flexible working environment including remote and hybrid options
Why Work for Aprio
Aprio offers opportunities across career stages, from early roles to leadership positions, in a future-focused, innovative firm that supports growth and development.
What’s in It For You
- Working with an industry leader in a high-growth environment that values forward momentum.
- A culture guided by 31 fundamental behaviors, ensuring strong team and client experiences, known as the Aprio Way.
- Collaborative, energetic teammates in a caring and ambitious workplace.
- Entrepreneurial freedom to innovate and contribute to the firm’s growth as a national CPA firm of choice.
- Growth opportunities through ongoing learning and advancement.
- Competitive compensation, leading benefits, and a flexible work environment that supports work-life balance.
Equal Opportunity Employer
Aprio is an Equal Opportunity Employer that 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 protected status under applicable law.
