Business Development & Marketing Manager
Crete Professionals Alliance, Los Angeles, California, United States, 90079
Location:
Southern California (Hybrid)
Reports to:
Managing Partner / Firm Leadership
About Northstar Financial Advisory Northstar Financial Advisory is a growing outsourced accounting, bookkeeping, and tax firm serving small to mid-sized businesses. While we built our foundation supporting the cannabis industry, we are intentionally expanding into adjacent verticals including construction, healthcare, SaaS, and ecommerce. Our team partners closely with clients to provide reliable financial operations that scale with their business.
We are looking for a Business Development & Marketing Manager to own lead generation, pipeline development, and revenue growth—while also managing the marketing engine that supports it.
Role Overview This role is responsible for sourcing, nurturing, and closing new business while also owning Northstar’s marketing execution and vendor ecosystem. You will represent Northstar in the market, build relationships before and after industry events, manage campaigns and vendors, and directly connect marketing activity to revenue outcomes.
This is a hands‑on role for someone who understands professional services, accounting or bookkeeping, and knows how to turn marketing into closed business.
Key Responsibilities Business Development & Sales
Source, qualify, nurture, and close new client opportunities for bookkeeping, accounting, and tax services
Build and manage a target account list aligned to priority industries (construction, healthcare, SaaS, ecommerce, etc.)
Represent Northstar at industry events, conferences, and networking opportunities
Proactively outreach to prospects ahead of events and lead follow‑up after events
Own the full sales cycle from first contact through close
Maintain a strong understanding of Northstar’s services, pricing, and value proposition
Marketing & Campaign Management
Own the firm’s content and events calendar
Plan and execute email marketing and ABM campaigns using Mailchimp
Coordinate campaigns across email, social, events, and paid channels
Update the website with case studies, service pages, and other marketing content
Manage SWAG, branded materials, and event collateral
Vendor & Budget Management
Manage external vendors supporting social media, paid social, paid search, web development, design, and copywriting
Set clear scopes, timelines, and performance expectations for vendors
Track marketing spend and vendor performance against outcomes
Reporting & Performance Tracking
Report on:
Leads sourced and nurtured
Opportunities created and closed
Revenue impact and pipeline health
Vendor activity and ROI
Provide regular updates to firm leadership connecting marketing activity to topline growth
Qualifications & Experience
5+ years of experience in business development, marketing, or growth roles within accounting, bookkeeping, professional services, or B2B services
Strong understanding of outsourced accounting, bookkeeping, and tax services
Proven ability to generate and close new business
Experience managing email marketing and ABM campaigns (Mailchimp required)
Comfort managing agencies and freelance vendors
Strong written and verbal communication skills
Experience representing a firm at industry events and conferences
Highly organized, self‑directed, and comfortable wearing multiple hats
What Success Looks Like
A healthy, growing sales pipeline aligned to Northstar’s target industries
Clear attribution between marketing efforts and closed revenue
Strong vendor partnerships delivering consistent results
Increased brand visibility through events, content, and campaigns
A repeatable, scalable business development engine for the firm
Compensation Base salary range:
$110,000 to $140,000
plus commission or bonus structure, commensurate with experience.
Benefits
Health, Dental, and Vision Insurance (with options for fully paid employee‑only coverage for health and dental)
Company‑Paid Life and Long‑Term Disability Insurance
Ancillary Benefits such as supplemental life insurance and short‑term disability options
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!
Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.
Crete Professionals Alliance ("Crete PA") is not a licensed CPA firm. Its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non‑attest services to clients. Crete PA Network Firms practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Crete PA does not provide services to clients.
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Southern California (Hybrid)
Reports to:
Managing Partner / Firm Leadership
About Northstar Financial Advisory Northstar Financial Advisory is a growing outsourced accounting, bookkeeping, and tax firm serving small to mid-sized businesses. While we built our foundation supporting the cannabis industry, we are intentionally expanding into adjacent verticals including construction, healthcare, SaaS, and ecommerce. Our team partners closely with clients to provide reliable financial operations that scale with their business.
We are looking for a Business Development & Marketing Manager to own lead generation, pipeline development, and revenue growth—while also managing the marketing engine that supports it.
Role Overview This role is responsible for sourcing, nurturing, and closing new business while also owning Northstar’s marketing execution and vendor ecosystem. You will represent Northstar in the market, build relationships before and after industry events, manage campaigns and vendors, and directly connect marketing activity to revenue outcomes.
This is a hands‑on role for someone who understands professional services, accounting or bookkeeping, and knows how to turn marketing into closed business.
Key Responsibilities Business Development & Sales
Source, qualify, nurture, and close new client opportunities for bookkeeping, accounting, and tax services
Build and manage a target account list aligned to priority industries (construction, healthcare, SaaS, ecommerce, etc.)
Represent Northstar at industry events, conferences, and networking opportunities
Proactively outreach to prospects ahead of events and lead follow‑up after events
Own the full sales cycle from first contact through close
Maintain a strong understanding of Northstar’s services, pricing, and value proposition
Marketing & Campaign Management
Own the firm’s content and events calendar
Plan and execute email marketing and ABM campaigns using Mailchimp
Coordinate campaigns across email, social, events, and paid channels
Update the website with case studies, service pages, and other marketing content
Manage SWAG, branded materials, and event collateral
Vendor & Budget Management
Manage external vendors supporting social media, paid social, paid search, web development, design, and copywriting
Set clear scopes, timelines, and performance expectations for vendors
Track marketing spend and vendor performance against outcomes
Reporting & Performance Tracking
Report on:
Leads sourced and nurtured
Opportunities created and closed
Revenue impact and pipeline health
Vendor activity and ROI
Provide regular updates to firm leadership connecting marketing activity to topline growth
Qualifications & Experience
5+ years of experience in business development, marketing, or growth roles within accounting, bookkeeping, professional services, or B2B services
Strong understanding of outsourced accounting, bookkeeping, and tax services
Proven ability to generate and close new business
Experience managing email marketing and ABM campaigns (Mailchimp required)
Comfort managing agencies and freelance vendors
Strong written and verbal communication skills
Experience representing a firm at industry events and conferences
Highly organized, self‑directed, and comfortable wearing multiple hats
What Success Looks Like
A healthy, growing sales pipeline aligned to Northstar’s target industries
Clear attribution between marketing efforts and closed revenue
Strong vendor partnerships delivering consistent results
Increased brand visibility through events, content, and campaigns
A repeatable, scalable business development engine for the firm
Compensation Base salary range:
$110,000 to $140,000
plus commission or bonus structure, commensurate with experience.
Benefits
Health, Dental, and Vision Insurance (with options for fully paid employee‑only coverage for health and dental)
Company‑Paid Life and Long‑Term Disability Insurance
Ancillary Benefits such as supplemental life insurance and short‑term disability options
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!
Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.
Crete Professionals Alliance ("Crete PA") is not a licensed CPA firm. Its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non‑attest services to clients. Crete PA Network Firms practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Crete PA does not provide services to clients.
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