Business Development Specialist

About Us

Boardwalk Bookkeeping is a modern financial services firm combining Wall Street–level insight with small business precision. Founded by former financial advisors, we help clients build clarity and confidence through streamlined bookkeeping, proactive planning, and financial strategy. Our mission is to create a scalable, technology-driven platform that redefines how business owners experience financial management.

Role Description

The Business Development Specialist will be responsible for identifying and engaging potential clients, building relationships, and setting qualified sales meetings for our senior leadership team. This role blends strategic thinking with hands-on outreach, helping shape the firm’s growth initiatives and driving revenue opportunities.

Key Responsibilities

• Research, identify, and target new business opportunities within key industries (e.g., professional services, construction, real estate).
• Initiate contact with potential clients through cold calls, emails, social media, and networking.
• Conduct discovery conversations to understand client pain points and communicate how we can best service the client.
• Qualify leads and schedule meetings for the senior leadership team.
• Collaborate with leadership to refine our go-to-market strategy, messaging, and sales process.
• Maintain accurate CRM records, ensuring all outreach, meetings, and notes are properly tracked.
• Support the development of strategic partnerships and referral programs with accountants, CFOs, and business consultants.

Qualifications

• Bachelor's degree in business, marketing, finance, or a related field preferred.
• Experience in business development, sales, or client acquisition (accounting and finance is a plus).
• Strong understanding of and/or desire to learn financial services and business operations.
• Excellent communication, organization, and interpersonal skills.
• Proactive, self-motivated, and goal-oriented with a focus on measurable outcomes.
• Comfortable using CRM systems, prospecting tools, and outreach platforms.
• Familiarity with Hubspot, Asana, Zapier, and similar platforms is a plus.

What We Offer

• Competitive on track earnings with base salary + commission structure, correlating to performance-based metrics.
• Opportunities for growth and knowledge development within a rapidly expanding firm.
• Collaborative, supportive team culture focused on professional development.
• An environment with a growing team dedicated to modernizing accounting/finance functions.

Why Join Us

You'll play a crucial role in driving the firm's expansion and shaping how we reach and serve clients. This position is ideal for someone who combines analytical thinking with strong people skills, and who thrives in a growth-focused, entrepreneurial environment. Join our team as we look to put heart back into an at-times heartless industry.

Industry

• Accounting

Employment Type

Full-time