Business Development Manager
Remote(USA)
About FinOpSys
FinOpSys is a leading provider of outsourced financial operations services, including bookkeeping, payroll, tax preparation, and CFO advisory solutions. Our mission is to simplify financial management for small businesses, startups, and entrepreneurs by combining advanced technology with personalized service.
Position Summary
The Business Development Manager is responsible for driving client acquisition and expanding FinOpSys’s market presence across the U.S. The role involves developing and managing sales pipelines, nurturing relationships with small business owners and startups, and identifying opportunities to promote FinOpSys’s financial services.
The ideal candidate is a self-starter with a strong understanding of financial operations, excellent communication skills, and a proven ability to close business in a consultative, relationship-driven environment.
Key Responsibilities / Essential Functions
Develop and execute strategies to acquire new clients for FinOpSys’ bookkeeping, payroll, and tax services.
Build and manage a robust pipeline of prospects through outreach (calls, emails, LinkedIn, events).
Conduct discovery meetings to understand client needs and tailor FinOpSys’ solutions accordingly.
Collaborate with marketing and operations teams to create campaigns and proposals that convert leads into long-term clients.
Continuously assess market trends and competitive offerings to identify new business opportunities.
Nurture and expand relationships with startups, entrepreneurs, and small business networks.
Represent FinOpSys at industry events, networking groups, and online communities to enhance brand visibility.
Track and report on key performance metrics using FinOpSys’s CRM system.
Maintain up-to-date knowledge of financial operations, compliance requirements, and tax/accounting best practices.
Required Skills & Competencies
Strong written and verbal communication skills.
Excellent relationship-building and consultative sales skills.
Ability to understand financial concepts and articulate value propositions clearly.
High initiative, self-motivation, and goal-oriented mindset.
Strong organizational and time management abilities.
Skilled at using CRM tools, LinkedIn, and digital outreach platforms.
Ability to work independently and as part of a collaborative, cross-functional team.
Analytical mindset with attention to detail and results-driven focus.
Qualifications & Experience
Bachelor’s degree in Business, Marketing, Finance, or a related field.
3+ years of experience in business development, sales, or client acquisition—preferably within financial services, SaaS, or professional consulting industries.
Proven track record of achieving or exceeding sales targets.
Experience selling to small business owners or startups is highly desirable.
Familiarity with bookkeeping, payroll, and tax solutions is a plus.
Ability to travel occasionally for client meetings or industry events.
Why Join FinOpSys?
Opportunity to play a key role in a fast-growing financial technology company.
Collaborative and supportive team culture.
Competitive compensation and performance incentives.
Professional growth opportunities in financial services and business operations.