Reid Accountants + Advisors
Director of Business Development
Reid Accountants + Advisors, Woodbury, New York, United States
Reid Accountants + Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have offices in Long Island, NYC and White Plains. Join a rapidly growing organization with a strategic vision and dynamic plan.
We are seeking an experienced Director of Business Development who will facilitate planning & implementation of the firm's overall internal and external sales efforts. Responsible for increasing firm revenue by developing new opportunities, starting with the firm's existing client base. Review and analyze internal client data to market our firm services such as: Payroll Services, Commercial and Personal Insurance Services, Health & Life Insurance, Tax Credits. The individual selected for this role will manage and develop in-house social media staff and develop long-term strategies for the growth of the Firm.
Key Responsibilities
Develop and implement sales and business development strategies to drive firm growth.
Identify new market opportunities, prospective clients, and industry partnerships.
Cultivate trust and relationships with C-level executives, decision-makers, and referral sources.
Collaborate with leadership and service teams to design tailored offerings that meet client needs.
Manage the full business development lifecycle: prospecting → proposals → negotiations → close.
Provide accurate forecasting and reporting on pipeline activities and revenue outcomes.
Represent the firm at industry events, conferences, and client meetings.
Contribute to firm-wide growth planning and strategy initiatives.
Drive ecosystem development by cultivating sustainable referral networks that consistently deliver measurable business growth.
Leverage established relationships across private equity, venture capital, and banking communities to expand strategic opportunities and partnerships.
Design and optimize CRM strategy, using HubSpot (preferred) or comparable platforms, to create data-driven dashboards, streamline workflows, and enhance pipeline visibility.
Lead pricing strategy and innovation in professional services, applying forward-thinking models to maximize profitability and market competitiveness.
Champion adoption of modern, tech-enabled solutions to strengthen business development, enhance client engagement, and scale firm-wide impact.
Operate as a strategic partner to leadership, fostering collaboration, sourcing opportunities creatively, and advancing the firm’s long-term growth agenda.
Qualifications And Requirements
Bachelor’s degree (MBA or professional certification preferred).
7+ years of experience in business development, ideally in accounting, finance, or professional services.
Demonstrated track record of revenue growth and quota achievement.
Exceptional communication, negotiation, and presentation skills.
Strategic thinker with a consultative approach and strong financial/business acumen.
Existing network within corporate finance, CFOs, or mid-market businesses is a plus.
Ability to work both independently and cross-functionally.
Job Type: Full-time
Schedule: Monday – Friday, 9:00AM – 5:30PM
Work Location: In person
Ability to commute/relocate: Woodbury, NY: Reliably commute or planning to relocate before starting work (Required)
We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of $175K – $195K annually, commensurate with experience and qualifications. In addition to the base salary, a commission structure is in place to reward performance and support earning potential.
In addition to a rewarding career, we provide a robust benefits package, including:
Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
Company-Paid Life and Long-Term Disability Insurance
Ancillary Benefits such as supplemental life insurance and short-term disability options
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state or federal law.
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