JOB SUMMARYAs a Business Development Director, you will be responsible for identifying and pursuing new business opportunities, fostering client relationships, and contributing to the overall growth and success of the practice.
JOB DESCRIPTIONClient Acquisition:
- Develop and implement strategies to attract new clients
- Build and maintain a pipeline of potential clients through networking and outreach
Relationship Management:
- Cultivate and maintain strong relationships with existing clients
- Act as a liaison between clients and the firm, ensuring client satisfaction and addressing concerns
Collaboration with Teams:
- Work closely with partners, senior management, and service teams to align business development efforts with the firm's overall goals
Cross-selling Services:
- Identify opportunities to cross-sell additional services to existing clients
- Collaborate with service teams to maximize client engagement and satisfaction
Market Research and Analysis:
- Conduct market research to identify potential clients and industry trends
- Analyze competitor strategies and market dynamics to identify areas for growth
Proposal Support:
- Collaborate with partners and senior management to create compelling proposals for potential clients
- Customize proposals based on client needs and the firm's service offerings
Networking and Business Events:
- Represent the firm at industry events, conferences, and networking functions
- Develop and maintain a professional network to generate business leads
Sales Reporting and Analysis:
- Track and report on sales performance and business development activities
- Analyze data to assess the effectiveness of strategies and make recommendations for improvement
Supervisory responsibilities- Will supervise subordinate team members
Work environment- There is an expectation to spend time with the prospect and/or client in accordance with specified needs
- Time may be spent in both the Firm's office environment and/or the prospect/client premises where conditions may vary
- The volume and predictability of work may vary with prospect/client demands; may be subject to on-call requests with short notice and work hours exceeding 40 per week
Physical demands- May involve prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
- The ability to transport necessary equipment between locations; this requires the ability to lift issued equipment such as laptops, backpacks, keyboards, note-taking materials, bending or standing as necessary
Travel required- Travel may be frequent and unpredictable, depending upon prospect's/client's needs
Required education and experience- Bachelor's degree or equivalent experience in business development, sales, or related role
- 8+ years of relevant experience
- Strong understanding of accounting and finance principles
- Excellent communication and interpersonal skills
- Ability to build and maintain client relationships
- Proven track record of meeting and exceeding sales targets
Preferred education and experience- Proven experiences in business development, sales, or related role within the CPA or financial services industry
Other dutiesPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
WHAT WE OFFERPOSITIVE WORK ENVIRONMENTEnjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGESOur compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGEAccess comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
