Manage inbound lead flow, qualify opportunities, draft pricing proposals, and run targeted outbound campaigns for SOC/ISO and CMMC practices. Use HubSpot and Outreach to track pipeline, collaborate with advisors and marketing, perform market research, and report campaign results to the Business Development Manager.
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. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio's Growth team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Business Development Representative to join their dynamic team.
As a Business Development Representative at Aprio, you will play a crucial role in driving the company's Risk Advisory & Assurance Practice’s growth and success. Your primary focus will be on managing inbound lead flow, qualifying early-stage opportunities, developing draft price quotes, and executing outbound campaigns to generate new business opportunities for the SOC/ISO and CMMC practices. You will work closely with the advisors and marketing teams to ensure that lead follow up is optimized to achieve sales goals.
This role requires foundational understanding of Compliance Auditing, Consulting and Automation, such as SOC reports and ISO. CMMC and GRC Tools a plus. Training will be provided, but base line knowledge is preferred.
There is a strong preference for candidates residing in the west coast time zone. Must be willing to work PST hours.
Position Responsibilities:
- 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.
- Connect with advisors to ensure meetings are held or rescheduled and updated in HubSpot.
- Follow up to ensure meetings with advisors take place within firm standards of timeliness.
- Perform lead qualification interviews to assess leads, working within guidelines provided by the service line leaders
- Provide pricing quotes and proposals based on established guidelines provided by the service leader
- Performing follow up for related deals
- Develop and implement targeted outbound campaigns to generate new business opportunities for RAAS practice.
- Work with Growth Leaders and others to execute segment specific outbound campaigns
- Utilize various channels such as email, phone and social media to reach potential clients.
- Craft compelling messaging and value propositions tailored to different segments and industries.
- Track and measure the effectiveness of outbound campaigns, adjusting strategies as needed to optimize results via Outreach and HubSpot reporting.
- Work closely with the Go To Market team and service leaders to align outbound campaigns with overall marketing strategies and initiatives.
- 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.
- Participate in team meetings, brainstorming sessions, and strategy discussions to contribute to the overall business development efforts.
- Conduct market research to identify potential target markets, industries, and key decision-makers.
- Stay informed about industry trends, competitor activities, and emerging opportunities.
- Provide insights and recommendations based on market research to inform business development strategies
Manage Inbound Lead Flow:
Execute Outbound Campaigns:
Collaboration and Communication:
Market Research and Analysis:
Qualifications:
- 2+ years of experience in business development, inside sales, lead generation, client services, or a related customer-facing role.
- Experience qualifying inbound leads and managing sales pipelines within a CRM platform (preferably HubSpot).
- 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.
- 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.
- Proficiency with Microsoft Office Suite and CRM tools.
- Analytical mindset with experience tracking campaign performance and interpreting data to drive improvements.
- Ability to work collaboratively across business development, marketing, and service delivery team
Preferred Qualifications:
- 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.
Perks/Benefits we offer for full-time team members:
- 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
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
What’s in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
- An awesome culture: 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. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national 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 federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
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