Drive growth across Audit, Tax, and Advisory service lines in the Bay Area region of California.
Utilize a consultative approach to sell professional services to middle market and IPO-track companies.
Manage sales activities, conduct high-volume outbound communications, and identify new prospects.
BPM is a professional services firm offering Audit, Tax, and Advisory services to middle market businesses and enterprises. They emphasize a caring culture, entrepreneurial spirit, and a community where employees feel valued and part of something bigger.
Review complex individual tax returns (Form 1040), trusts (Form 1041), and business returns (Forms 1065, 1120S) for accuracy and compliance.
Lead tax planning engagements for individuals and small business owners, advising on financial strategies.
Manage multiple client relationships, monitor deadlines and budgets, and participate in business development.
Aprio is a Top 20 CPA and advisory firm with 40 U.S. office locations and over 3,200 team members that speak 60+ languages. The firm provides tax planning and consulting services to help clients maximize opportunities.
Develop long-term client relationships with tax and finance leaders at largest F250 tax credit buyers and tax equity investors across utilities, real estate, and industrials.
Build net new relationships through conferences, networking, outreach, partnerships, and inbound, while serving as a trusted advisor on tax credit investing strategies.
Manage and mentor a team of junior professionals, shaping Crux's overall tax credit buyer strategy and contributing to strategic offerings.
Crux is the capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. Our team of 120+ is composed of experts in energy, tax, finance, government, and technology, and we have raised $77 million in capital from top investors.
Lead cradle-to-grave business development support from client management through proposal development.
Manage multiple large, complex pursuits and develop key strategic win themes and messaging.
Proactively identify opportunities, drive capture planning, and coordinate with marketing and communications staff.
GFT is a privately held AEC firm innovating where transportation, water, power, and buildings converge. We measure success by the strength of our relationships and are the employer of choice for 5,000+ industry professionals.
Drive revenue growth across an established portfolio of clients within the intellectual property technology sector.
Develop account strategies with sales and client success stakeholders to expand adoption of software and professional services.
Manage multiple stakeholders and opportunities, presenting product demonstrations and preparing proposals.
This company provides intellectual property technology software and services. It offers a collaborative, casual work environment with a focus on client success and growth.
Maintain strong client relationships, ensuring quality control standards.
Lead and mentor the tax team, including a senior tax manager and 3 accountants.
Prepare personal and corporate tax planning, returns, and projections.
Revel CPA helps creative individuals and organizations navigate business and taxes, ensuring compliance and maximizing opportunities. The company is a small, collaborative team that values professional development, responsibility, and fun.
Own and scale Crux's partnerships program as a partner-sourced deal-flow engine, focusing on law and tax/accounting firms.
Build tiered partner frameworks, systematize referral tracking, and lead a team of two to drive commercial velocity.
Orchestrate cross-functionally with research, content, events, legal, and operations to deepen connectivity with capital and Fortune 1000 tax investors.
Crux is the capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. Our team of 120+ experts in energy, tax, finance, government, and technology is scaling quickly with a culture of ownership, rapid improvement, and customer focus.
Identify and close significant business opportunities for biobanking, sample preparation, and specialty lab services.
Develop and enhance client relationships, working cross-functionally with marketing, technical support, and production.
Attend conferences, write proposals, and manage sales pipeline using Salesforce.com.
Precision Bioservices specializes in biobanking, sample preparation, and specialty lab services for the pharmaceutical and biotech industries. As part of Precision Medicine Group, they foster a collaborative, results-driven culture focused on innovation and client success.
Lead the tax-to-wealth expansion strategy, building scalable playbooks and operating models across tax practices.
Partner with Client Development to drive conversion rates and revenue outcomes for high-potential tax client populations.
Own performance management, executive reporting, and program governance to track pipeline health and growth metrics.
Mercer Advisors has been helping families amplify and simplify their financial lives for over 40 years by integrating financial planning, investment management, tax, estate, and insurance. Ranked #1 RIA firm by Barron's, they serve over 42,800+ families across 110+ U.S. cities and emphasize a flexible, diverse workplace with over half of employees being women.
Develop and execute Spire's strategic growth plan and annual operating budget, partnering with executive leadership to drive business expansion.
Create and implement business development strategies to build relationships with RIAs, financial advisors, and industry partners, expanding market awareness.
Recruit, mentor, and lead financial planning professionals, fostering a culture of collaboration, innovation, and accountability while ensuring exceptional client outcomes.
Spire Outsourcing helps financial professionals save time and deliver high-quality financial plans to their clients. It is part of Cambridge, a financial solutions firm supporting thousands of independent advisors, offering a collaborative and supportive culture.
Plan and direct program activities to achieve financial and performance targets.
Manage client commitments and monitor program objectives, providing critical performance feedback.
Develop and implement processes to measure and drive performance, and coach team members to exceed goals.
MarketSource is a sales acceleration company that designs and executes managed sales solutions for B2B and B2C clients. They have a people-focused culture that emphasizes collaboration and empowerment.
Identify and pursue new business opportunities with sponsors, CROs, and other industry partners, building account strategies and trusted relationships.
Lead opportunities through the commercial process from qualification to award, coordinating with internal teams and balancing sponsor expectations.
Strengthen commercial performance by maintaining pipeline data, monitoring deal progress, and providing insights to senior leadership.
Profound Research partners with community physicians to offer clinical trials as a therapeutic option for their patients, handling infrastructure, regulatory compliance, and administrative operations. It is a growing organization focused on improving lives through advanced therapeutic options, with a collaborative and mission-driven culture.
Develop and execute a territory sales strategy to generate new business and grow revenue in the Boston market.
Identify and pursue new opportunities through phone, email, referrals, networking, and in-person outreach.
Represent and sell Magna's full suite of litigation support services, including court reporting, record retrieval, and jury consulting.
Magna Legal Services provides comprehensive legal support to law firms, corporations, and government agencies, including court reporting, record retrieval, jury consulting, and litigation graphics. They foster a culture of expertise and professionalism, encouraging career growth and meaningful work.
Lead tax planning kickoff calls and quarterly advisory meetings to design high-impact strategies.
Review financials for missed opportunities and prepare complex returns reflecting strategic planning.
Mentor team members and help scale the firm's advisory offerings and technical standards.
Our client is a growth-minded, remote accounting firm that provides strategic tax advisory to entrepreneurs and real estate investors. They focus on proactive partnership and have a culture of no timesheets and continuous improvement.
Develop and grow regional markets through networking, referral partnerships, and consultative business development.
Build relationships with business owners, CPAs, bankers, and other trusted advisors to connect clients with financial support.
Foster ongoing client relationships while focusing on market growth and expanding a regional portfolio.
Supporting Strategies empowers small to midsize business owners by providing outsourced financial and bookkeeping services. With over 800 employees and 100 offices across the U.S., they are committed to diversity, inclusion, and work-life balance.
Drive new business growth by identifying prospects and developing strategic relationships with school decision-makers.
Conduct consultative selling and market research to understand client needs and competitive dynamics.
Manage a pipeline of opportunities and collaborate cross-functionally to deliver staffing solutions.
The company provides staffing and support services for K–12 special education programs nationwide. It is a purpose-driven, results-oriented organization with a collaborative culture and opportunities for professional growth.
Own top-tier accounts with full autonomy, driving multi-dimensional revenue growth and long-term client strategy.
Lead executive-level negotiations and identify non-obvious growth opportunities like cross-solution expansion.
Mentor junior team members and support new business development with strategic pitches.
Dun & Bradstreet is a global leader in business decisioning data and analytics, helping companies grow, manage risk, and innovate. With a diverse, global team and a history spanning over 180 years, they value creativity, collaboration, and bold ideas.
Build and maintain strong relationships with senior management and C-level executives of strategic accounts.
Partner with internal teams to ensure smooth onboarding and positive client experience during implementation.
Identify expansion, upsell, and cross-sell opportunities and drive adoption of new products.
Zerohash is the leading crypto and stablecoin infrastructure platform powering the next generation of financial services. The company has raised over $280 million and is trusted by global financial brands, fostering a culture of independence, collaboration, and transparency.