Business Development Representative-Admin

Join James Moore & Co., P.L. – Build Your Future with a Top 200 Firm!

James Moore & Co., P.L. is a Top 200 public accounting and business consulting firm located in Florida with offices in Daytona Beach, DeLand, Gainesville, Ocala, and Tallahassee. Our practice includes tax, assurance, accounting & controllership, wealth management, HR solutions, technology solutions, data analytics and business intelligence, and business advisory services. Our diverse industry specializations include start-up technology, healthcare, government, nonprofit, manufacturing, higher education, construction, and real estate. For more information about our firm, please visit us at: www.jmco.com.

Full-Time Employee Benefits

• Salary and Career Advancement: Competitive salary and a solid career path to grow your professional experience that includes career development and training.
• You’re Covered: Generous benefits package with comprehensive healthcare options that include healthcare, dental, and vision insurance for all full-time employees.
• Holidays & PTO: 12 Paid Holidays that include a full week of winter break in December along with a generous PTO program.
• 401(k): Firm contributes 4-5% annually, regardless of personal contributions.
• Tuition Reimbursement: Available for eligible education expenses.
• "Dress For Your Day": Allows professional attire flexibility, including jeans, while requiring business attire for formal client engagements.

We’re seeking a Business Development Representative (BDR) to join our marketing team. This administrative role sits at the intersection of inbound lead management and outbound prospecting, serving as a key driver of new business growth. This role engages and qualifies inbound opportunities, supports internal business development team members, and proactively generates meetings through targeted outreach including email, warm and cold calling, and LinkedIn prospecting.

This is a non-exempt and onsite position in our Ocala, FL office.

Required Qualifications

• Previous experience in appointment setting through outbound email activity and social selling.
• Proficient in CRM software, preferably HubSpot.
• 1-2 years of experience in sales/business development
• Proficient with Microsoft Office Suite or related software.

Preferred Qualifications

• Bachelor’s degree in marketing, business administration, or related fields.
• Prior experience in HubSpot, Typeform, and outbound platforms such as Apollo, Clay, or Lemlist.
• Prior experience in public accounting or another professional services organization.

Summary Of Responsibilities

• Respond to inbound inquiries and qualify leads from calls, emails, and web submissions.
• Schedule qualified prospect meetings with business development team members and appropriate subject matter experts.
• Manage early-stage sales activities for industry teams without a dedicated business developer.
• Track lead activity, stages, and next steps in HubSpot.
• Execute outbound prospecting via email, phone (warm and cold calling), and LinkedIn to generate appointments.
• Monitor outreach performance (opens, clicks, replies) and prioritize personal outreach to advance conversations
• Maintain accurate CRM records for inbound and outbound activity, leads, and opportunities.
• Track and reconcile leads routed to referral partners.
• Support the business development team by coordinating meeting changes, maintaining pipeline hygiene, and updating contact information.
• Occasional travel to represent the firm at conferences and events, build relationships with prospective clients and referral sources, connect opportunities with appropriate subject matter experts, and complete timely post-event follow-up to help book appointments.
• Report weekly on outreach performance, lead status, and prospecting activity.
• Stay current on industry trends, competitors, and market dynamics to identify growth opportunities.
• Collaborate with cross-functional teams to support growth and business development goals.

Start the conversation by applying here: https://careers.jmco.com/.

For more information about our firm, please visit: www.jmco.com.

James Moore & Co., CPAs provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

All offers are contingent on the satisfactory outcome of a background check including a criminal record check, reference check, credit check, valid driver’s license check, and employment and education verifications.

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.

We do not accept unsolicited resumes from third-party recruiters or agencies. Any resumes submitted without a prior agreement will be considered property of James Moore & Co., and we will not be responsible for any fees or obligations related to such submissions.