Vice President of Business Development
Company Description
CPA Crest Partners provides high-quality, reliable accounting support to CPA firms, B2B service providers, and growth-focused businesses, helping them achieve clarity and scalability. The company operates as a structured backend partner, ensuring financials are accurate, timely, and ready for decision-making. Core services include multi-entity bookkeeping, complex financial structures, month-end close and reporting, clean-up and catch-up engagements, and tax preparation and compliance support. CPA Crest Partners designs process-driven workflows that align with client systems, strengthening delivery capacity without adding operational overhead. With a dedicated team, strong internal controls, and a focus on precision and efficiency, the firm integrates seamlessly into client operations to support long-term growth. Role Description The Vice President of Business Development is a full-time remote role responsible for leading growth initiatives and expanding CPA Crest Partners’ client base among CPA firms and B2B organizations. This role oversees the development and execution of business development strategies, identifies and nurtures new partnerships, and manages the end-to-end sales cycle from prospecting to closing. Day-to-day responsibilities include building and maintaining executive-level relationships, leading discovery calls, preparing proposals, and negotiating contracts that align with the company’s service offerings and pricing model. The Vice President of Business Development will collaborate closely with delivery, operations, and finance teams to ensure new engagements are structured for successful onboarding and long-term client satisfaction. This role also monitors market trends, refines go-to-market approaches, and reports on pipeline performance and growth metrics to senior leadership.
Qualifications
Demonstrated expertise in New Business Development and Sales, including prospecting, pipeline management, and closing complex B2B deals. Strong Business Planning skills, with experience in growth strategy, market analysis, and revenue forecasting. Proficiency in Contract Negotiation, with the ability to structure agreements that balance client needs and organizational goals. Account Management capabilities, including relationship-building, retention strategies, and cross-selling or upselling services. Proven experience in professional services, financial services, or accounting-related environments; familiarity with CPA firm operations is highly beneficial. Excellent communication, presentation, and interpersonal skills, with the ability to engage senior stakeholders and decision-makers. Track record of leading or influencing cross-functional teams in a remote or distributed work environment. Bachelor’s degree in Business, Finance, Marketing, or a related field; advanced degree or relevant certifications are a plus. Comfort with CRM platforms, data-driven decision-making, and reporting on business development performance metrics.