Job Description

We are seeking a proactive and versatile Sales & Marketing Manager to help scale our Client's boutique accounting and consulting practice. This role blends client relationship management, service promotion, and hands-on marketing execution to attract and retain clients across SMEs, startups, family businesses, and professionals. You will work closely with the founding partners to drive growth through personalized outreach, niche positioning, and smart marketing strategies.
Key Responsibilities:
1. Business Development

• Identify and pursue new business leads through referrals, networking, partnerships, and targeted outreach.
• Develop and implement sales strategies for core services: accounting, tax, business advisory, and compliance.
• Prepare customized proposals and pitch decks based on client needs.
• Track leads, manage the sales funnel, and ensure timely follow-ups and closures.

2. Relationship Management

• Build and maintain strong, long-term relationships with existing and prospective clients.
• Serve as the first point of contact for business inquiries and ensure high client satisfaction.
• Identify cross-selling or upselling opportunities across the firms service lines.

3. Marketing Strategy & Execution

• Design and run marketing campaigns (emailers, webinars, digital ads) to promote services and build brand visibility.
• Create, curate, and manage content including blogs, newsletters, and service updates.
• Manage social media presence and website updates to reflect the firms tone and offerings.
• Coordinate with external agencies/freelancers when needed for design, SEO, or event support.

4. Thought Leadership & Positioning

• Collaborate with partners to convert their insights into whitepapers, posts, or client guides.
• Position the firm as a trusted advisor through knowledge-sharing formats like workshops and LinkedIn articles.
• Identify speaking, sponsorship, and networking opportunities in relevant professional circles.

5. Reporting & Tools

• Maintain CRM or lead tracker to monitor client pipeline and campaign impact.
• Provide monthly reports on outreach, conversions, and marketing ROI.
• Assist in budget planning and vendor management for BD/marketing expenses.

Candidate Profile:

• Education: Graduate in Commerce, Marketing, or Business; MBA preferred
• Experience: 48 years in sales/marketing, ideally within a CA firm, consulting practice, or other professional services firm
• Skills:
• Good understanding of accounting, tax, and compliance services
• Excellent interpersonal and communication skills
• Strong writing and content creation abilities
• Familiarity with LinkedIn marketing, email tools (Mailchimp, etc.), and CRM software
• Self-driven, hands-on, and comfortable working in an unstructured, entrepreneurial environment

Skills Required