— Inside Sales & Sales Support Reports to: Managing Partner Location: Thane / Mumbai Experience: 4–6 years, preferably in a CA firm, CS firm, law firm, (Mandatory) Education: Open — CA/CA-Inter, CS, MBA (Finance/Sales), or equivalent. Prior experience in skilled services strongly preferred over pure sales background.

About The Role We're looking for an Inside Sales & Sales Support professional to own the front end of our sales process — running first client meetings, handling initial scoping and technical framing, and managing follow-ups through to closure, before handing off to a Partner for deeper technical discussion. This is not a lead-generation role — the focus is on converting and closing opportunities that come to the firm.

What You'll Do Run first client meetings with SME owners exploring CFO Services, Tax Services, Internal Audit, and related offerings

Understand the prospect's business, size, and pain points; do a preliminary needs assessment before looping in a Partner for technical depth

Handle initial technical framing — explain the firm's approach at a high level, give directional scope and fee estimates, and answer first-level questions confidently

Own follow-ups relentlessly — this is the most critical part of the role. Every lead needs to be tracked, chased, and moved forward with discipline; deals are won and lost on the quality and consistency of follow-through

Manage the deal from first meeting to proposal and closure, working within a typical 25–30 day cycle

Maintain rigorous CRM hygiene in Zoho CRM — every lead, meeting, and follow-up logged and current





Identify and flag cross-sell opportunities within the existing client base

Coordinate with Partners to schedule technical follow-up meetings and hand off context cleanly

Support proposal preparation working alongside the internal proposal/document team What We're Looking For 4–6 years of experience in sales, client-facing BD, or client success — ideally within a CA firm, CS firm, law firm, consulting firm, or similar professional services environment

Comfort discussing financial/advisory concepts at a foundational level — enough to sound credible framing the problem, without needing to solve it

Strong communication and relationship-building skills with SME owners/promoters

Working knowledge of CRM tools (Zoho CRM preferred) and genuine discipline around follow-up and sales tracking

Self-driven and organized — able to manage a high volume of live opportunities daily without anything slipping through the cracks Success Looks Like Consistent deal closure against opportunities in the pipeline

Immaculate CRM hygiene — real-time, accurate, complete

Follow-up discipline that keeps deals moving and nothing going cold

Smooth, well-prepped handoffs to Partners that shorten the technical meeting cycle Note - Applicants who have Experience in CA , CS Firm Law Only They Can Apply.

Skills: strong client relationship management,ability to conduct client requirement analysis,self-motivated with a target-driven mindset,understanding of cfo advisory, tax, audit, and professional services,negotiation and persuasive communication,ability to work collaboratively with partners and internal teams,strong follow-up and closure skills

📌 Business Developer (Inside Sales) – CA/Legal/CS Firm (Thane)
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📍 Thane