Business Development & Lead Generation Executive

Role & Responsibilities

We are looking for a results-driven Business Development & Lead Generation Executive who can actively generate high-quality business leads for our bookkeeping, accounting, taxation and compliance services, particularly through Upwork and other freelance/B2B platforms.

The ideal candidate should be comfortable finding potential clients, sending proposals, initiating conversations, following up and converting prospects into genuine business opportunities.

Key Responsibilities

- Generate high-quality and relevant business leads for accounting, bookkeeping, taxation and compliance services.
- Actively identify and approach potential clients through:

- Upwork
- Freelance platforms
- LinkedIn
- Cold emailing
- Social media
- WhatsApp and other digital channels
- Online business directories and databases
- Other B2B lead-generation platforms

- Search for and apply to relevant accounting, bookkeeping, taxation and compliance projects posted by businesses and entrepreneurs on Upwork and similar platforms.
- Prepare and send targeted proposals/bids based on individual client requirements rather than using generic proposals.
- Identify businesses, startups, entrepreneurs, professionals and companies requiring:

- Bookkeeping & Accounting
- Tally / Accounting support
- GST Registration & GST Returns
- Income Tax Return Filing
- TDS Returns & Compliance
- Tax Audit
- Statutory Audit
- Income Tax / GST Notice Reply
- Other accounting, taxation and compliance services

- Monitor freelance platforms regularly and identify new and relevant opportunities.
- Maintain a strong sales pipeline with proper records of:

- Leads generated
- Proposals submitted
- Client responses
- Follow-ups
- Meetings
- Conversions
- Revenue generated

- Qualify prospects based on their requirement, budget, urgency,



business profile and potential value.
- Follow up consistently with interested prospects and coordinate with the internal team for client discussions and quotations.
- Explore new freelance platforms, lead databases and outreach methods to continuously improve lead quality and conversion rates.
- Take ownership of the complete lead-generation process and contribute directly to business growth.
- Work towards achieving a minimum target of 15 qualified leads/conversions per month.

Preferred Candidate Profile

Must-Have / Strongly Preferred

- 13 years of experience in Business Development, Lead Generation, Sales, Client Acquisition, Digital Marketing or similar roles.
- Prior hands-on experience generating leads through Upwork or other freelance platforms is highly preferred.
- Candidates who have previously worked on Upwork, Freelancer, Fiverr, PeoplePerHour, LinkedIn or similar B2B/freelance platforms will be preferred.
- Experience in generating leads specifically for bookkeeping, accounting, taxation, audit or professional services will be a major advantage.
- Demonstrated ability to:

- Find relevant projects
- Submit proposals
- Communicate with prospects
- Follow up
- Generate qualified enquiries
- Convert leads into clients

- Excellent written and verbal communication skills.
- Strong research and prospect-identification skills.
- Comfortable with cold outreach, proposal writing and online client acquisition.
- Target-oriented, proactive and self-motivated.
- Positive negotiation,



follow-up and relationship-building skills.
- Basic knowledge of accounting, bookkeeping, GST, taxation or compliance will be an advantage.
- Comfortable working with MS Excel/Google Sheets, CRM tools, email and online platforms.

Freshers

Freshers may also apply if they have strong communication skills, sales ability and practical experience using Upwork/freelance platforms for lead generation, even if they do not have formal work experience.

Compensation & Perks

- Fixed Salary: 40,000 per month
- Performance Variable: Up to 20,000 per month
- Total Earning Potential: 60,000+ per month
- Attractive performance-based incentives.
- Direct exposure to bookkeeping, accounting, taxation, audit and compliance services.
- Opportunity to develop expertise in:

- B2B Lead Generation
- Upwork & Freelance Platform Acquisition
- Digital Marketing
- Sales & Business Development
- Client Acquisition

- Performance-based growth opportunities.
- Professional and supportive working environment.
- Opportunity to work with a growing Accounting & Business Services Company in Kolkata.

Who We Are Looking For

We are not looking for someone who only sends generic messages or collects random contact numbers.

We are looking for someone who knows how to find businesses that actually need accounting and compliance services, approach them through Upwork/freelance platforms or other channels, start meaningful conversations and convert those conversations into paying clients.

If you have experience finding bookkeeping or accounting projects on Upwork, writing winning proposals, following up with clients and generating business, we would especially like to hear from you.

If you are hungry for results, enjoy sales and know how to turn online prospects into real business opportunities, this role is for you.

📌 Upwork Lead Generator (Kolkata)
🏢 Chartedgee
📍 Kolkata