Business Development Executive (Accounting & ERP Solutions)
--[CUST/02720] Setupz Accounting Division--
- Accounting Outsourcing Sales
- Generate leads and acquire new clients for Accounting & Bookkeeping services.
- Promote outsourced finance solutions including bookkeeping, financial reporting, VAT compliance, ZATCA compliance, payroll processing, and CFO advisory services.
- Identify client pain points and propose suitable accounting and finance outsourcing solutions.
- Conduct business needs assessments and recommend service packages based on client requirements.
- Educate prospective clients on compliance requirements and the benefits of outsourcing their finance functions.
- Develop and maintain a pipeline of SMEs, startups, and corporate clients.
- Follow up regularly with prospects and nurture leads until conversion.
- Coordinate with the accounting team to prepare customized proposals and service scopes.
- Support client onboarding and ensure a smooth transition after contract signing.
- ERP Sales
- Identify opportunities for ERP implementation among existing and prospective clients.
- Conduct ERP discovery sessions to understand client business processes.
- Promote modules including Accounting, CRM, Sales, Inventory, HR, Payroll, Procurement, Manufacturing, and other business applications.
- Work closely with the implementation team to prepare solution demonstrations and project proposals.
- CRM & Sales Process Management
- Maintain accurate and up-to-date records of all leads, prospects, opportunities, meetings, and sales activities in the CRM system.
- Ensure timely updates of lead status, follow-up actions, client communications, and sales forecasts.
- Generate periodic sales pipeline and activity reports for management review.
- Track conversion ratios, sales performance, and revenue targets through CRM reporting.
- Ensure proper documentation of proposals, quotations, contracts, and client interactions within the system.
- Business Development & Relationship Management
- Attend networking events, business forums, exhibitions, and industry gatherings to generate leads.
- Build long-term relationships with business owners, finance managers, CFOs, and key decision-makers.
- Identify cross-selling and upselling opportunities among existing clients.
- Gather market intelligence and competitor information to support business growth strategies.
- Reporting & KPI Management
- Meet monthly, quarterly, and annual sales targets.
- Achieve KPIs related to lead generation, client meetings, proposal submissions, conversion rates, and revenue generation.
- Submit weekly sales activity reports and pipeline updates to management.
- Participate in sales review meetings and contribute to business growth initiatives.