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The Role
Generate and qualify leads for US accounting and taxation outsourcing services through LinkedIn, email, cold calling, and other outreach channels. Schedule discovery meetings, understand prospect needs, coordinate proposals, support pricing and deal closure, maintain CRM or Excel pipeline records, and build client relationships. The role focuses on meeting lead-generation targets and supporting onboarding while working with management and operations teams.
Summary Generated by Built In
Hello
We have an urgent hiring requirement for Business Development Executive (US Accounting /Taxation Domain)
Business Development Executive – US Accounting / Taxation Outsourcing
Company: Safebooks Global
Location: Mumbai (Work From Office)
Shift: 5pm to 2am IST
Employment Type: Full-Time
Experience: 1–4 Years
Job Summary
Safebooks Global is looking for a driven and confident Business Development Executive to support client acquisition for US Accounting and Taxation Outsourcing services. The role involves lead generation, cold outreach, follow-ups, discovery calls, proposal coordination, and pipeline management.
The ideal candidate should have strong communication skills, sales mindset, and preferably exposure to international sales, outsourcing, or accounting service selling.
Key Responsibilities
• Generate leads for US Accounting, Bookkeeping, Tax Preparation, Payroll, and related outsourcing services
• Reach out to prospects through LinkedIn, email campaigns, cold calling, and other lead generation channels
• Identify CPA firms, accounting firms, tax firms, and business owners in the US market
• Schedule discovery calls and introductory meetings
• Understand client requirements and coordinate with internal teams for service proposals
• Maintain follow-up tracker and sales pipeline in CRM or Excel
• Support proposal sharing, pricing discussions, and deal closure process
• Build and maintain strong prospect relationships
• Achieve weekly and monthly lead generation / meeting targets
• Work closely with management and operations team for smooth onboarding of new clients
Requirements
Required Qualifications
• Graduate in Commerce, Management, Marketing, or related field
• 1–4 years of experience in Business Development / Lead Generation / International Sales
• Strong written and verbal English communication skills
• Confidence in cold outreach and client communication
• Good understanding of sales funnel and follow-up discipline
• Comfortable working in target-based environment
Preferred Profile
• Experience in Accounting Outsourcing / KPO / BPO / International Sales
• Exposure to US market lead generation
• Basic understanding of bookkeeping, accounting, tax, or payroll services
• Familiarity with LinkedIn Sales Navigator, CRM tools, email tools, and Excel
• Immediate joiner preferred
Key Skills
• Lead generation
• Cold emailing
• LinkedIn outreach
• Client communication
• Follow-up and pipeline tracking
• Proposal coordination
• Negotiation support
• Relationship building
Benefits
What We Offer
• Opportunity to work in a fast-growing international outsourcing company
• Direct exposure to US accounting and taxation outsourcing market
• Performance-driven incentives
• Career growth into senior business development roles
• Professional and ambitious work environment
How to Apply
To Apply:
Send your resume + a short note on how you’ve helped a company grow to [email protected] and [email protected]
These positions are urgent, and we are looking for candidates who are available to join immediately. We would appreciate it if you could send me the details below.
Name :
Phone :
Email :
Current Location :
No. Of Years of Experience in Relevant :
Current CTC :
Expected CTC :
Designation:
Current Company :
Notice Period :
Relocation :
Additional Comments :
Please do let me know if you require any additional information.
Thank you for your prompt attention to this matter. Looking forward to your response.
Skills Required
- Graduate degree in Commerce, Management, Marketing, or a related field
- 1–4 years of experience in business development, lead generation, or international sales
- Strong written and verbal English communication skills
- Confidence in cold outreach and client communication
- Understanding of sales funnels and follow-up discipline
- Ability to work in a target-based environment
- Experience in accounting outsourcing, KPO, BPO, or international sales
- Exposure to US-market lead generation
- Basic understanding of bookkeeping, accounting, tax, or payroll services
- Familiarity with LinkedIn Sales Navigator, CRM tools, email tools, and Excel
- Immediate availability to join
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The Company
What We Do
Safebooks Global provides secure, offshore remote accounting and tax support for U.S. and Australian accounting firms, CPA firms, bookkeeping firms, enrolled agents, and businesses. Its trained professionals deliver bookkeeping, tax preparation, audit assistance, payroll, financial reporting, accounts receivable/payable, compliance, and back-office services aligned with applicable standards. The company positions itself as an outsourcing and offshoring partner that helps clients scale without hiring in-house.
