Client Engagement Team
Business Development Executive
OFFICE BASED 9-5PM
JOB PROFILE
What?
To take our clients on a journey, using our expertise in Research &Development Tax and related services, to help accelerate innovation.
There's breadth & variety of work - every day is different and interesting because our clients are from such diverse industries. We strive to empower individuals to shape their own paths, unlock their potential, and achieve harmonious work-life integration.
Why?
At RDA we help develop a better economy by enhancing our clients' innovation using our unique advisory approach. The RDA approach was born out of our founder's dyslexia, inspiring us to think and act differently.
We're a thought-leader in our market and we build trusted relationships. We strive to improve the working lives of all those we encounter on our journey: our people, our clients, and the customers of RDA clients whose lives are enriched through even greater innovation.
How? (RDA Values)
Knowledge
We have in-depth knowledge and expertise in our field. We know how this translates for each client, and how to position for success with HMRC and other Stakeholders.
Excellence
We deliver a professional process, done in the right way. We hold ourselves to high standards. We put our clients first, communicate well, read the room, and endeavour to always be prepared.
Accountability
We take responsibility for our actions. We own up to our mistakes.
Teamwork
We recognise the need for the whole team to collaborate well internally and with clients, building trust.
About the Role
A driven and results-oriented Business Development Executive who plays a key role in driving company growth. The primary focus is generating new business across RDA’s full suite of services, including R&D Tax Relief, Intellectual Property Advisory (IP-A), and DNA identifying, engaging, and onboarding clients who can benefit from these service offerings.
This is a role for someone who thrives on the full sales cycle: from opening new conversations and building pipeline, through to closing deals with confidence and precision. You will be an active user of AI-powered tools in your day-to-day workflow, including RDA’s own proprietary AI system, using data and analytics to sharpen your targeting, refine your approach, and demonstrate value to prospective clients
About you
- You are a highly motivated and results-driven individual with a genuine passion for business development and new client acquisition.
- You have a demonstrable track record of not just opening doors but seeing deals through to a successful close.
- You thrive in a fast-paced environment and are comfortable working independently as well as part of a team.
- You possess excellent communication and interpersonal skills, with the ability to build rapport quickly and establish lasting trust.
- You are analytically minded, comfortable interrogating data, identifying trends, and using insight to prioritise and refine your business development activity.
- You embrace technology and AI tools as a core part of how you work and are keen to develop proficiency in RDA’s proprietary AI system.
- You are a strategic thinker with a strong understanding of the sales process from lead generation through to deal closure.
- You are organised, detail-oriented, and able to manage multiple engagements simultaneously without losing momentum.
- You are eager to develop your knowledge of R&D Tax Relief, IP-A, and DNA services, a willingness to learn is essential.
- You are a team player who is willing to go the extra mile to achieve company goals.
You will…
- New Business Generation: Proactively identify and pursue new client opportunities across R&D Tax Relief, IP Advisory (IP-A), and DNA services, using a variety of channels including networking, industry events, exhibitions, referrals, and targeted outreach.
- Opening & Closing Deals: Take full ownership of the sales cycle from initial outreach and first engagement through to proposal, negotiation, and contract close. A strong pipeline is only as good as the deals you land.
- AI & Analytics-Driven Selling: Actively use RDA’s proprietary AI system and wider AI-powered tools to identify prospects, analyse engagement patterns, and generate data-led insight that drives smarter, faster business development decisions.
- Pipeline Analytics: Build and maintain a data-rich sales pipeline, using analytics to forecast accurately, identify bottlenecks, and continually improve conversion rates at each stage.
- Client Meetings & Consultations: Conduct informative and engaging meetings with prospective clients, clearly articulating the value of RDA’s services, including R&D Tax Relief, IP-A and assessing their eligibility and fit.
- Referral Network Development: Cultivate and maintain relationships with clients, accountants, introducers, and contacts to build a robust and active referral network.
- Client Onboarding: Manage the onboarding process, ensuring a smooth transition from initial contact to contract signing, including gathering necessary information and liaising with internal teams.
- Project Handover: Effectively identify and prepare projects for handover to the Operations Team, ensuring all necessary information is documented and communicated.
- CRM Management: Maintain accurate, up-to-date records of all client interactions, sales activities, and pipeline data within the CRM system.
- Collaboration & Support: Assist the Head of Business Development in managing key partner relationships and support marketing initiatives as needed.
- Continuous Learning: Stay current on developments in R&D Tax Relief, IP-A, and the evolving role of AI in professional services.
Required Skills and Experience · Proven track record of success in business development, preferably in a related field (e.g., finance, tax, technology).· Excellent communication, presentation, and interpersonal skills.· Ability to build rapport and establish trust with clients.· Strong understanding of the sales process, from lead generation to closing deals.· Experience managing a sales pipeline and CRM systems.· Ability to work independently and as part of a team.· A proactive and results-oriented approach.· Strong organisational and time-management skills.· A willingness to learn and adapt to new challenges.· Knowledge of the R&D Tax Credit Scheme is a plus, but a willingness to learn is essential.
· Full UK driving licence
Networking and Travel
· Available to attend ad-hoc events related to RDA sponsorship which can take place during the weekend such as motorsport events and motorsport races.
· Attend a variety of member hospitality and networking events such as ‘networking in Essex’.
Pay: £30,000.00-£45,000.00 per year
Benefits:
- Company events
- Company pension
- On-site parking
- Private medical insurance
Work Location: In person
