Business Development Executive – Inside Sales (Professional Services)

About the role

We are seeking an Inside Sales & Sales Support professional to own the front‑end of our sales process for CFO, tax, internal audit and related services. You will run first client meetings, perform initial scoping, and drive opportunities through to proposal and closure before handing them to a Partner for deeper technical discussion.

Key responsibilities

• Conduct first client meetings with SME owners to explore service needs.
• Perform a preliminary needs assessment and provide high‑level technical framing, fee estimates and answer initial questions.
• Own relentless follow‑ups, tracking every lead and moving deals forward within a typical 25‑30 day cycle.
• Maintain rigorous CRM hygiene in Zoho CRM, logging all interactions.
• Identify cross‑sell opportunities within existing clients.
• Coordinate with Partners for technical follow‑up meetings and ensure smooth hand‑off.
• Support proposal preparation alongside the internal documentation team.

Required profile

• 4‑6 years of experience in sales, business development or client success, preferably in a CA, CS, law or consulting firm.
• Comfortable discussing basic financial and advisory concepts.
• Strong communication and relationship‑building skills with SME owners.
• Disciplined, self‑driven and able to manage a high volume of opportunities without lapses.

Required skills

• Zoho CRM

What we offer

• Permanent position in a professional‑services environment.
• Opportunity to work directly with senior partners and grow expertise in financial advisory services.