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.
- 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.
Requirements
- 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
