Deputy Manager - Business Development - CFO Services Team
Description
About the department:
Our CFO support service team provide various services in finance and accounting function like ERP implementation, legacy accounting, audit assistance, GAAP advisory, Finance transformation, health checks/ clean-up of books of accounts and other services. By partnering closely with our clients, we work to minimize risks related to finance and accounting, providing a strategic, hands-on approach that strengthens overall financial operations and ensures long-term compliance and stability.
Within finance transformation business, we provide solutions to forward looking organizations aiming to optimize financial operations, enhance decision-making, and align finance with strategic objectives. Our services cut-across optimizing org structures, implementing technologies and improvising processes.
What's in it for you?:
This role is designed for a proactive and results-oriented professional responsible for supporting business development and revenue-generation initiatives for Nexdigm's CFO Services practice. The individual will drive lead generation and prospect outreach, execute sales and marketing campaigns, support marketing initiatives, and assist in developing client pitches and sales proposals.
The ideal candidate should possess strong communication and organizational skills, be comfortable engaging with senior finance professionals, and demonstrate the ability to independently execute sales and marketing activities in a professional services environment.
Key Responsibility Areas:
1. Lead Generation & Business Development:
- Identify target companies, industries and prospective clients for CFO Services, including CFOs, Finance Directors, Financial Controllers and other relevant decision-makers.
- Generate qualified leads through LinkedIn Sales Navigator, professional databases, online research, industry networks and other lead-generation platforms.
- Execute outbound prospecting activities through cold emails, LinkedIn outreach, follow-up calls and other relevant channels to generate meetings and business opportunities.
- Build and maintain a robust pipeline of prospective clients and support the business development team in progressing opportunities.
- Research prospective clients to understand their business, finance function, potential requirements and relevance to Nexdigm's service offerings.
2. Sales & Marketing Campaign Execution:
- Plan and execute targeted campaigns for CFO Services offerings, including finance controllership, outsourced CFO services, FP&A outsourcing, audit support and finance transformation.
- Develop prospect lists, coordinate campaign communication, execute outreach and track campaign responses and outcomes.
- Work with the marketing team to implement email campaigns, LinkedIn initiatives, webinars, events and other demand-generation activities.
- Monitor campaign performance, lead engagement and conversion metrics, and recommend improvements to enhance effectiveness.
- Ensure timely follow-ups with campaign respondents and coordinate the transition of qualified leads to the relevant practice leaders.
- Attend events to create relevant finance connects.
3. Sales Proposals & Pitch Support:
- Assist in preparing client proposals, pitch presentations, RFP responses, capability decks and other business development materials.
- Coordinate with internal subject-matter experts to gather relevant service information, credentials, case studies, client references and proposed solutions.
- Research prospective clients and develop client-specific insights to support tailored sales pitches and proposals.
- Support the development and maintenance of standard sales collateral, service brochures, case studies and pitch templates.
- Ensure proposals and presentations are accurate, professionally formatted and delivered within agreed timelines.
4. Marketing & Business Development Initiatives:
- Support the planning and execution of marketing initiatives to improve awareness and generate demand for CFO Services.
- Coordinate with internal marketing teams on content development, campaign calendars, event participation, webinars and other promotional activities.
- Conduct market and competitor research to identify potential target segments, emerging client needs and business development opportunities.
- Maintain an organized repository of marketing materials, credentials, case studies and other sales enablement resources.
6. Project Management & Stakeholder Coordination:
- Manage multiple campaigns, proposals and business development activities simultaneously, ensuring timely execution.
- Coordinate with CFO Services leadership, delivery teams, subject-matter experts and the marketing team to achieve agreed objectives.
- Confidently communicate with Indian and international stakeholders through email, audio/video calls and other professional channels.
- Demonstrate ownership, attention to detail and the ability to work independently with minimal supervision.
Requirements:
- Digital Tools: Familiarity with LinkedIn Sales Navigator, lead-generation platforms, email outreach tools and CRM systems is desirable.
- Technical Skills: Proficiency in Microsoft PowerPoint, Word and Excel for proposal preparation, presentations, database management and reporting.
- Research & Analytical Skills: Ability to research companies, identify target audiences, understand service offerings and translate findings into actionable business development activities.
- Execution Skills: Strong organizational skills, attention to detail, follow-through and the ability to manage multiple priorities independently.
- Mindset: Proactive, target-oriented, collaborative and keen to learn about CFO advisory and finance outsourcing services.
Key Success Measures:
- Performance in this role will be assessed against agreed objectives, including:
- Qualified leads generated and target accounts acquired.
- Meetings secured with relevant prospective clients.
- Timeliness and effectiveness of sales and marketing campaign execution.
- Quality and turnaround time of proposals, pitches and sales collateral.
- Contribution to business development initiatives and progression of opportunities through the sales pipeline.
Hiring Process:
- Your interaction with us will include, but not be limited to,
- Technical / HR Interviews
- Assessment