Business Development Manager

Overview

The Business Development Manager (BDM) will be responsible for driving revenue growth and retention within Vantage Tax Fee Protect by developing new relationships with accountancy firms, strengthening partnerships with existing intermediaries, and promoting the company’s suite of tax investigation insurance products. This role combines consultative sales, market development, and account management.

Key Responsibilities

1. New Business Acquisition

• Identify and target accountancy firms and professional service providers that would benefit from tax fee protection insurance.
• Deliver compelling presentations and product demonstrations to decision-makers (partners, directors, compliance leads).
• Develop tailored proposals that align with each firm’s client base, tax risk profile, and service model.
• Manage the full sales cycle, from lead generation to contract signing.

2. Account Management & Relationship Building

• Maintain strong, proactive relationships with existing accounting practice partners and work annual renewals.
• Support firms in onboarding, including training partners and staff on product value, sales techniques, and policy benefits.
• Provide ongoing support to maximise their client uptake and renewal rates.
• Work collaboratively with underwriting, claims, and marketing teams to ensure high-quality service delivery.

3. Market Development & Strategy

• Monitor industry developments, HMRC activity trends, and legislative changes impacting tax investigation risk.
• Use market insight to influence product development and positioning.
• Represent the business at industry events, exhibitions, and webinars to increase brand visibility.
• Contribute to sales forecasting, pipeline management, and strategic planning.

4. Sales Performance & Reporting

• Achieve monthly and annual sales targets for new business and renewals.
• Maintain accurate CRM records and reporting on activities, pipeline, and performance.
• Analyse partner performance metrics and recommend strategies to improve uptake

Key Skills & Competencies

• Strong consultative selling skills with the ability to engage and influence senior stakeholders.
• Excellent presentation, communication, and interpersonal abilities.
• Understanding of the accountancy sector, HMRC tax investigation processes, and/or insurance product sales (experience in TFPI is ideal but not essential).
• Strategic thinker with the ability to spot opportunities and develop tailored solutions.
• Self-motivated, target-driven, and comfortable working independently as well as collaboratively.

Experience Required

• Proven success in B2B sales, ideally within financial services, insurance, or the accountancy sector.
• Experience working with accountancy firms or professional intermediaries (preferred).
• Knowledge of tax fee protection insurance or tax-related services is advantageous.
• Strong track record of achieving revenue targets and building long-term client relationships.

Qualifications

• No mandatory qualifications required, but desirable:
• Background in tax, financial services, or business development.
• Full UK driving licence (field-based roles).

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