Aprio
Business Development Representative
San Francisco, CA · Full-time
Sponsorship not specified$85k-$110kDetected 12 days ago
HubSpotCRMSalesBusiness DevelopmentLead GenerationOutbound SalesAccountingAuditingResearchLeadershipCommunicationCollaborationOrganizational SkillsMicrosoft Office
About the role
- Work with a Top 20 CPA and advisory firm that Accounts for Anything.
- Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe.
- By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them.
Responsibilities
- Manage Inbound Lead Flow:
- Monitor and respond to inbound leads professionally within 1-hour.
- Qualify leads based on predefined criteria and route them to the appropriate advisor team members.
- Maintain accurate and up-to-date records of all inbound leads and their status in HubSpot.
- Perform lead qualification interviews to assess leads, working within guidelines provided by the service line leaders
- Develop and implement targeted outbound campaigns to generate new business opportunities for RAAS practice.
- Track and measure the effectiveness of outbound campaigns, adjusting strategies as needed to optimize results via Outreach and HubSpot reporting.
- Collaborate with the advisor team to ensure smooth handoff and follow-up on qualified leads.
- Provide regular updates and reports on lead generation activities and campaign outcomes to the Business Development Manager.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.
Requirements
- 2+ years of experience in business development, inside sales, lead generation, client services, or a related customer-facing role.
- 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 identify opportunities.
- Experience coordinating meetings, managing follow-up activities, and ensuring timely progression of opportunities.
- Proficiency with Microsoft Office Suite and CRM tools.
- Ability to work collaboratively across business development, marketing, and service delivery team
- Experience qualifying inbound leads and managing sales pipelines within a CRM platform (preferably HubSpot).
- Strong organizational skills with exceptional attention to detail and accuracy in maintaining CRM records and reporting.
- Ability to manage multiple priorities and respond to inquiries within established service-level expectations.
- Analytical mindset with experience tracking campaign performance and interpreting data to drive improvements.
Nice to have
- Strong preference for candidates in West Coast time zone.
- Must be willing to work PST hours.
- Bachelor's degree in Business, Marketing, Communications, Accounting, Finance, Cybersecurity or a related field.
- Previous experience supporting professional services, accounting, consulting, fintech, or B2B organizations.
- The application window is anticipated to close on September 9, 2026, and may be extended as needed.
- Why work for Aprio:
- Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
- Discretionary incentive compensation based on firm, group and individual performance
Compensation
- You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
Benefits
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave - coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Top rated wellness program
- Flexible working environment including remote and hybrid options
Company info
- Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.
- We call it the Aprio Way.
- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
Equal opportunity
- Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race
- religion
- national origin
- pregnancy
Visa & Work Authorization
- al origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable feder
This listing is sourced directly from Aprio's careers page and normalized into a canonical job model.