Business Development Executive / Manager in Worcester at Haines Watts

Date Posted: 10/17/2020

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Job Description

BD Executive / Manager Role - Worcester (Office / Field Based)

Do you have experience working in professional services, with an interest in business development? If so, then an exciting opportunity in Business Development across Worcestershire awaits you!

Haines Watts are recruiting a Business Development executive to join their growing Worcestershire team, based in the Worcester office and out on the ground attending events (when possible) and meetings to raise profile and increase client base.

Haines Watts are a well-established Accountancy firm celebrating their 90th year in business, offering accountancy, specialist tax and business advisory services to clients to predominantly owner managed and family owned companies, as well as charities and individuals.

Job Summary

Reporting to the Managing Partner and supporting the partners and senior management team the successful candidate will provide business development and sales support in relation to new business leads and building a sales pipeline.


  • Pipe line, CRM and prospecting

    • Taking responsibility of the sales pipe line so as to nurture all existing and new opportunities
    • Run regular sales meetings with partners
    • Adding new opportunities for existing clients and prospects to the firms CRM system
    • Keeping the firms CRM system up to date and issuing reports to the managing partner on sales pipe line
    • Developing good quality prospect data within firms target area
    • Identifying key target potential clients, adding these to CRM and working to make introductions and arrange meetings by calls, email etc
    • Following up on opportunities and arranging meetings for partners and senior managers

  • Content Management

    • Follow up local, regional and national campaigns with prospects and key introducers
    • Reviewing local and nation press for content that may affect key clients or prospects and pushing this content to them
    • Ensuring the partners linkedin and other social media presence remains up to date
    • Liaising closely with the Regional Marketing team regarding the content of regular blogs and communication pieces around campaigns
    • Sharing blogs with prospects and via social media channels

  • Prospect and introducer Pitches

    • Develop and create presentations to pitch local service offering to professional contacts
    • Getting meetings (face to face, phone and Video calls) in the diaries with prospective clients around a meaningful agenda
    • Tailor fee proposals for prospects
    • Following up on prospect meetings in agreed timescale
    • Working professionally to drive sales and signed engagement letters

  • Events

    • Taking the lead on arranging events (when allowed) and ensuring that the appropriate mix of clients, prospects and introducers are in attendance
    • Working with partners and senior managers to ensure attendance at all upcoming business, chamber and local networking events and tracking these in diary / Partner & manager diaries
    • Working with the regional marketing team and the local administration team, partners and senior managers to collate guest lists, liaise with guest speakers when appropriate
    • Identifying further potential useful networking events and highlighting these to the senior fee earners and attending were appropriate
    • Managing internal diary invites for prospects and keys contacts
    • Arranging network and other events as appropriate

  • Relationship Building

    • Developing relationships with Banks and other professional introducers so as to maximise the amount of work that we receive from them


    • Sales and marketing experience
    • Administrative experience of CRM systems
    • Excellent verbal and written communication
    • Ability to work on own initiative and unsupervised
    • Able to work within a team
    • Good at building relationships and working collaboratively
    • Accuracy and attention to detail
    • Strong organisation skills and the ability to prioritise and manage workload effectively
    • Proficient in word, excel and powerpoint

    Nice to have but not essential:

    • Professional services background e.g. accounting, financial or legal

    What's on offer?

    Being part of Haines Watts means that there are broad training & development opportunities available. In addition, on offer includes:

    • Competitive salary
    • Flexibility with working hours/days considered.
    • Newly refurbished offices in Birmingham
    • Agile working environment
    • Death in service benefit
    • Income protection cover
    • Pension scheme
    • A range of optional salary sacrifice benefits