इंटरनेशनल वॉइस प्रोसेस

Job Description – Business Development Executive (BDE)

Company: Finflow Professional Services Pvt Ltd

Department: Business Development / Sales

Job Title: Business Development Executive – US Tax Services

Location: Tarnaka, Hyderabad

Employment Type: Full-Time

About Finflow

Finflow Professional Services Pvt Ltd provides professional US tax-related services to individuals and businesses. We are looking for motivated and target-oriented Business Development Executives to connect with US clients, generate leads for tax filing services, convert prospects into paying customers, and contribute to business growth.

Key Responsibilities

1. US Client Calling & Lead Generation

• Make outbound calls to prospective US individual and business clients.

• Identify potential customers who require US individual and business tax filing services.

• Generate qualified leads through calling, follow-ups, referrals, and other approved channels.

• Understand client requirements and explain Finflow’s services professionally.

• Maintain a strong pipeline of prospective clients.

2. Sales & Client Conversion

• Convert prospective leads into confirmed tax filing customers.

• Explain service offerings, pricing, documentation requirements, and the next steps.

• Follow up consistently with interested prospects until they make a decision.

• Handle basic objections and communicate the value of Finflow’s services.

• Coordinate with the tax preparation team to ensure a smooth client handover.

3. Payment Conversion & Collection

• Follow up with clients to convert confirmed service requirements into paid engagements.

• Clearly communicate invoices, service fees, and payment instructions.

• Ensure payments are received through company-approved payment channels before proceeding, as per company policy.

• Track pending payments and follow up until outstanding amounts are resolved.

• Update payment status and maintain accurate records of leads, conversions, invoices, and collections.

• Never collect or redirect client payments to personal accounts.

4. CRM & Reporting

• Maintain daily call logs, lead details, follow-up schedules, and conversion reports.

• Update CRM or company tracking sheets accurately.

• Submit daily performance reports to the reporting manager.

• Achieve assigned targets for calls, qualified leads, customer conversions, and collections.

5. Client Relationship Management

• Maintain professional communication with US clients.

• Build trust and develop long-term client relationships.

• Coordinate with internal teams to resolve client queries and support timely service delivery.

• Protect confidential client information and follow company data-security policies.

Required Skills & Qualifications

• Good spoken English and professional telephone etiquette.

• Strong communication, negotiation, persuasion, and follow-up skills.

• Confidence in making outbound calls to US clients.

• Basic knowledge of US taxation or willingness to learn US tax filing services.

• Ability to generate leads, close sales, and follow up on payments.

• Basic computer knowledge, email skills, and proficiency in Excel or CRM tools.

• Target-oriented, disciplined, proactive, and committed to achieving results.

Experience: Freshers with strong communication skills and candidates with US calling, telesales, lead generation, or business development experience may apply.

Key Performance Indicators (KPIs)

Performance will be measured based on:

• Daily outbound calls and meaningful client conversations.

• Number of qualified leads generated.

• Number of prospects converted into confirmed tax filing clients.

• Revenue generated and payments collected.

• Lead-to-customer and customer-to-payment conversion rates.

• Follow-up effectiveness, CRM accuracy, and client feedback.

Work Expectations

• Work according to the assigned shift aligned with US client time zones.

• Meet daily, weekly, and monthly performance targets.

• Follow company procedures for client communication, pricing, invoicing, and payment collection.

• Maintain professionalism, punctuality, accountability, and confidentiality.

Ideal Candidate

We are looking for someone who can confidently call US clients, identify tax filing requirements, generate genuine business opportunities, convert leads into customers, and ensure timely payment collection. The candidate must be comfortable working with sales targets and taking ownership of the complete lead-to-payment process.

Prepare well for the interview. Questions will be asked from the JD if you are fresher and prepare well for the self intro.

Join Fin flow and grow your career in US tax services and international business development.

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