Client Service Manager/Business Development

Reid Accountants + Advisors, is hiring! 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, White Plains, and South Carolina. Join a rapidly growing organization with a strategic vision and dynamic plan.

We are seeking an experienced Client Service Manager / Business Development Manager to support the planning and execution of the firm’s internal and external sales initiatives. This role is responsible for driving revenue growth by identifying new business opportunities, with a strong initial focus on expanding services within the firm’s existing client base. The ideal candidate will analyze internal client data to identify cross-selling and upselling opportunities across firm services, including Payroll Services, Commercial and Personal Insurance, Health & Life Insurance, and Tax Credits.

Key Responsibilities:

· Develop and execute business development and sales plans aligned with firm growth objectives.

· Identify and pursue new opportunities with existing and prospective clients.

· Build and maintain strong relationships with client decision-makers, referral partners, and internal stakeholders.

· Collaborate with leadership and service teams to align client needs with firm service offerings.

· Track, forecast, and report on pipeline activity, sales performance, and revenue results.

· Represent the firm at networking events, client meetings, and selected industry functions as needed.

· Assist in developing referral relationships with strategic partners, including financial institutions and related professional service providers.

· Help optimize client data and reporting to ensure accurate data, reporting, and workflow efficiency.

· Utilize technology and data-driven tools to improve client engagement and business development effectiveness.

· Work closely with leadership to support firm-wide growth initiatives and client retention efforts.

· Manage the business development process from prospecting through proposal development, negotiation, and close.

Qualifications and Requirements:

· Bachelor’s degree required (MBA or professional certification a plus).

· 5–7+ years of experience in business development, client services, or sales within

professional services, accounting, insurance, or financial services.

· Proven ability to generate revenue and grow client relationships.

· Strong communication, presentation, and relationship-building skills.

· Consultative, solution-oriented approach with solid business and financial understanding.

· Experience working with mid-market businesses or professional service clients preferred.

· Ability to manage multiple initiatives while collaborating effectively across teams.

Job Type: Full-time

Schedule: Monday – Friday, 9:00AM – 5:30PM

Work Location: In person

Ability to commute/relocate: Columbia, SC: Reliably commute or planning to relocate before starting work (Required)

This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration.

We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of $125K - $150K 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. Apply today to be part of a company that values its
people and their contributions!

“Reid Accountants + Advisors”, an independent member of the Crete Professionals Alliance, is the brand name under which Reid CPAs, LLP and Reid Tax & Advisory Services, LLC and its subsidiary entities provide professional services. Reid CPAs, LLP and Reid Tax & Advisory Services, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Reid CPAs, LLP is a licensed independent CPA firm that provides attest services to its clients, and Reid Tax & Advisory Services, LLC, and its subsidiary entities provide tax and business consulting services to their clients. Reid Tax & Advisory Services, LLC, its subsidiary entities, and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the Reid Accountants + Advisors brand are independently owned and are not liable for the services provided by any other entity providing the services under the Reid Accountants + Advisors brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted Reid CPAs, LLP and Reid Tax & Advisory Services, LLC.

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 of federal law.

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