B2B – Regional Manager (Business Development Specialist) – New York, NY

B2B – Regional Manager ( Business Development Specialist)

New York Market

KBKG Inc., a Specialty Tax provider, empowers CPA firms to connect with their customers in a comprehensive and consultative manner. We are fast growing, the most innovative in the industry, and recently named one of the Best of the Best firms by Inside Public Accounting. We help CPAs determine tax incentives that benefit their clients and we are committed to handling each client relationship with care and diligence. Our ability to work seamlessly with CPAs is the reason so many leading firms and businesses across the nation utilize our expertise and trust KBKG with their clients. By partnering state-of-the-art technology with the best and brightest employees in the industry, we foster a culture of constant innovation and growth.

Currently we are seeking energetic business development representatives to work out of our New York, NY office. This position will cover accounts across the New York Region. Join our team of professionals in a fun and fast-paced environment. You will likely learn more than you ever wanted to know about taxes. Join us!


Prepare RFP and present to Decision Makers / C-Level Executives

Cold/Warm calls to CPA firms and businesses

Secure new CPA relationships, Real Estate Owners, and Tax Services Business clients

Create and drive revenue within a specified region or list of named accounts

Ensure 100% customer satisfaction and retention

Analyze and qualify prospects

Proposal submissions and contracts management

Educational presentations and networking

Assist with marketing campaigns and trade shows to promote brand awareness

Knowledge of all service lines with a focus on R&D tax incentives

Required Qualifications:
Minimum 2 years’ experience in sales

Proficient in Word, Excel and other Office® suite program

Be able to work independently & as part of a team in a fast pace, rapid change environment

Attention to detail and good analytical skills

Must be a team player

Excellent communication skills, verbal and written

Comfortable in a sales role

Preferred Qualifications:
Bachelor’s degree required

Technology savvy a must

Experience with CPA firms and/or B2B sales preferred

Financial background a plus

Experience/Exposed to some knowledge of tax incentives a plus

Experience with Salesforce or similar CRM (database)


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