Business Development & Marketing Manager

Business Development & Marketing Manager

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 $140,000plus commission or bonus structure, commensurate with experience.

In addition to a rewarding career, we provide a robust benefits package, including:

• 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.