Business Development & Revenue Growth Specialist

Job Purpose:

While the US and AU Market Leads focus exclusively on new CPA partner acquisition, this role owns the revenue growth of company's existing client base. It is an inside, relationship-led commercial role: identifying upsell and cross-sell opportunities within signed accounts, running quarterly business reviews, tracking account health, and building the commercial case studies that feed the marketing engine. The target is to achieve 2× revenue per account within 18 months of signing.

Key Responsibilities

• Own the existing account revenue growth pipeline - identify and execute upsell and cross-sell across all 6 service pillars
• Identify CAAS and Fractional CFO upsell opportunities within bookkeeping-only and tax-only accounts
• Conduct quarterly business reviews (QBRs) with all CPA partners - track service utilisation, gap analysis, and expansion opportunities
• Co-ordinate with US Market Lead and AU Market Lead on partner referral and expansion plays (partner refers new sub-clients)
• Track Net Promoter Score, satisfaction scores, and renewal risk - produce monthly account health report for CEO
• Develop ROI case studies from existing partner accounts for use by Marketing & Content Manager
• Achieve revenue growth target: 2× per account within 18 months of signing

Core Competencies

• Commercial acumen - identifying revenue expansion triggers (e.g. bookkeeping client now needs BAS, BAS client ready for CAAS)
• Relationship management - building rapport with CPA firm partners and firm administrators across time zones
• Account health monitoring - early warning identification of at-risk accounts proactive retention plays
• Consultative upselling - presenting higher-value service tiers with clear ROI framing for the CPA partner
• Data storytelling - translating client service data into business review narratives that demonstrate DiligenceOS's value

Qualifications:

• 3+ years in account management, customer success, or inside sales within professional services or B2B SaaS
• Familiarity with accounting services - bookkeeping, tax, FP&A, CFO services - sufficient to identify upsell triggers in client conversations
• CRM pipeline management (HubSpot / Salesforce) - proficiency in managing account health dashboards
• Basic understanding of AU and US CPA firm workflows (EOFY, BAS cycles, US tax season) to time upsell conversations correctly

Contact Person: Dhwani Solanki

9998012638 /