This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Regional Business Development Director based in the United States.
This role is focused on building and expanding a regional market through strategic relationships, consultative sales, and referral partnerships.
You will serve as a trusted local business development leader, connecting business owners and professional advisors with financial and operational expertise.
The position offers significant autonomy to develop a regional book of business while benefiting from the support of a collaborative national organization.
You will build long-term relationships with business owners, CPAs, lenders, attorneys, consultants, fractional CFOs, and other trusted partners.
Rather than managing day-to-day client delivery, you will remain focused on market growth, relationship stewardship, referrals, and portfolio expansion.
This is an ideal opportunity for a relationship-driven professional who enjoys networking, solving business challenges, and creating sustainable growth.
The role is fully remote and combines entrepreneurial ownership with the resources and community of an established professional services organization.
Accountabilities:
- Develop and grow an assigned regional market through networking, relationship-building, consultative business development, and strategic partnership activities.
- Serve as the local face of the organization, building trusted relationships with business owners and key professionals within the regional business community.
- Identify, develop, and maintain referral partnerships with CPAs, commercial lenders, attorneys, consultants, fractional CFOs, and other trusted advisors.
- Engage with small and midsize businesses to understand their financial and operational challenges and connect them with appropriate accounting, bookkeeping, and business support resources.
- Build and manage a regional pipeline and book of business, consistently identifying opportunities for new client acquisition and long-term revenue growth.
- Conduct consultative conversations focused on understanding business needs, demonstrating value, and developing mutually beneficial solutions.
- Strengthen relationships with existing clients, referral partners, and business community stakeholders to encourage retention, referrals, and regional growth.
- Collaborate with centralized Client Delivery teams to ensure successful transitions and maintain strong relationships while keeping primary focus on business development and market expansion.
- Represent the organization at networking events, professional associations, business gatherings, and other community activities that support regional visibility and relationship development.
- Use CRM systems, LinkedIn, Google Workspace, and other business development tools to manage relationships, track opportunities, and support an organized sales process.
- Bachelor’s degree in Business, Accounting, Finance, Marketing, or a related field is preferred.
- 7+ years of experience in business development, consultative sales, relationship management, professional services, or a closely related field is preferred.
- Authorized to work in the United States.
- Demonstrated experience working with small and midsize businesses is strongly preferred.
- Proven ability to develop referral-based partnerships with CPAs, bankers, attorneys, consultants, fractional CFOs, or other professional advisors is highly valued.
- Experience or familiarity with accounting, finance, business operations, banking, consulting, or professional services is advantageous.
- Strong relationship-building, networking, consultative selling, communication, and stakeholder management skills.
- Comfortable developing business independently, managing a regional pipeline, and taking ownership of market growth objectives.
- Ability to understand business challenges and communicate the value of financial and operational solutions clearly to business owners and professional advisors.
- Comfortable using CRM platforms, LinkedIn, Google Workspace, and other digital business development tools.
- Self-motivated, proactive, organized, and capable of working effectively in a fully remote environment with a high degree of autonomy.
- Base compensation of $120,000 per year, with uncapped commission providing additional earning potential.
- 100% remote work environment, enabling professionals to work from home while maintaining strong collaboration with a national organization.
- Opportunity to build and own a regional market, with substantial autonomy over networking, partnerships, and business development activities.
- Opportunity to develop a strong professional network across business owners, CPAs, lenders, attorneys, consultants, and other trusted advisors.
- Support from a centralized Client Delivery team, allowing the role to remain focused on market growth and relationship development rather than day-to-day service delivery.
- Opportunity to make a direct impact on growing small and midsize businesses by connecting them with financial and operational expertise.
- Collaborative national environment supported by a broad professional network and a distributed workforce.
- Strong emphasis on work-life balance, flexibility, inclusion, and professional growth within a remote-first culture.
- Opportunity to contribute to regional expansion while developing long-term expertise in consultative business development and professional services.

