Whitley Penn

Business Development Manager

Whitley Penn$90K — $120K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree; MBA preferred
  • 5+ years of business development or consultative sales experience in professional services
  • Proven track record in generating revenue and closing complex sales cycles
  • Strong business acumen with understanding of accounting; experience in finance is a plus
  • Highly disciplined in pipeline management and follow-through
  • Proficient in using CRM tools for sales execution and reporting
  • Strong communication, presentation, and negotiation skills

Responsibilities

  • Partner with business leaders to develop a new market's business development function
  • Identify and target market gaps and unserved companies for business opportunities
  • Collaborate with marketing to create targeted outreach and go-to-market strategies
  • Maintain a high-quality sales pipeline aligned with growth targets
  • Originate new sales opportunities through proactive outreach and networking
  • Lead executive-level conversations to understand client challenges and offer solutions
  • Execute the sales plan and process effectively to secure business

Benefits

  • Firm Paid Medical Insurance with free employee coverage on select plans
  • Voluntary Dental and Vision Insurance
  • 17 annual firm holidays plus extended breaks around major holidays
  • 20 days of paid time off (PTO)
  • Paid maternity and parental leave
  • 401(k) with profit-sharing options
  • Discretionary bonus program
  • Health and wellness program
  • Pet insurance
Full Job Description
The Business Development Manager is a senior-level individual contributor responsible for driving strategic revenue growth through proactive market development and consultative selling. In this role, you will work with firm leaders to identify new business, develop targeted outreach strategies, and advance complex sales opportunities.

Position Details:
  • Title: Business Development Manager
  • Classification: Full-time; Exempt
  • Department: Growth
  • Location: Houston
  • Office Expectations/Hours: Fully in-office position; general work schedule is Monday - Friday, 8 hours/day between 8am to 5pm with overtime, as needed. Travel within the market on a regular basis and with occasional out-of-market travel expected.

What You Will Do
  • Partner with the Head of Business Development to establish and build a business development function in a new market
  • Work with local office, firm, service line, and industry team leaders to effectively and efficiently identify and target gaps in the market and key companies currently not served by the firm and convert opportunities to success for the firm
  • Work closely with firm's marketing team to develop effective, targeted outreach strategies and go-to-market plans
  • Build and maintain a disciplined, high-quality pipeline aligned with growth targets
  • Originate new sales opportunities by consistently and systematically initiating sales calls and securing meetings
  • Identify key decision makers at client and prospect organizations and lead executive-level discovery conversations to uncover their business challenges, service capabilities, strategic priorities, and ROI drivers; develop and execute strategies to position the firm as a solution provider
  • Control and execute the sales plan and process, including coordination of all necessary internal and external resources to best position the firm to secure the business
  • Meet sales production targets and goals with minimal oversight and direction
  • Establish, build, and maintain effective and collaborative long-term client relationships with executives
  • Support local office, firm, and industry team leaders in identifying and maximizing cross-selling additional services to existing clients where appropriate
  • Represent the firm externally in a professional and relationship sell-based manner
  • Participate in professional organizations and informal networks to develop, build, and sustain robust professional relationships
  • Actively work networking contacts, professional affiliations, industry groups, and other professional services relationships that could be leveraged to identify opportunities for the firm
  • Regularly (daily) and consistently use CRM system to ensure that data reporting, customer information, and sales activity/pipeline are up to date

What You Need to Get Here
  • Bachelor's degree; advanced degree/MBA is a plus
  • Minimum of 5+ years of business development or consultative sales experience in professional services environment with a strong emphasis on new market or territory build out
  • Proven track record of originating net-new opportunities, generating revenue, and winning complex, multi-stakeholder sales cycles
  • Strong business acumen and a fundamental understanding of accounting concepts; prior experience in Accounting or Finance is preferred
  • Demonstrated ability to independently create pipeline, advance opportunities, and close business with minimum oversight
  • Highly disciplined in pipeline management and follow-through
  • Experience leveraging a CRM tools for pipeline management, reporting, and sales execution
  • Experience leveraging social media and digital platforms to proactively identify, access, and engage executive-level prospects
  • Strong communication, presentation, influencing, and negotiation skills
  • Executive presence, credibility, and professionalism in C-suite and Board-level conversations
  • Entrepreneurial, self-directed, and results-oriented mindset with a strong bias towards action
  • Relationship-driven
  • Ability to navigate ambiguity, influence across complex internal organizations and drive measurable outcomes
  • Existing network of Boards of Directors and C-Suite Officers of mid-market companies, private equity decision makers, and other professional services relationships that can be activated to generate opportunities

Why Whitley Penn

Our total rewards are incredibly competitive. We work hard and recharge so that we can be our best selves for our clients. Explore some of our benefits below:
  • Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
  • Voluntary Dental and Vision Insurance
  • 17 Annual Firm holidays, with extended breaks around July 4th and year end
  • 20 days PTO
  • Paid Maternity and Parental Leave
  • 401(k) with Profit Sharing
  • Discretionary Bonus Program
  • Health & Wellness Program
  • Pet Insurance

#LI-ONSITE

About Whitley Penn

Whitley Penn is a full-service accounting firm headquartered in Dallas, Texas. The company was founded in 1983 and has since grown to include over 600 employees across multiple offices in Texas and Oklahoma. Whitley Penn provides a wide range of services, including audit and assurance, tax planning and preparation, business consulting, and wealth management. The company serves clients in a variety of industries, including healthcare, real estate, and energy. Whitley Penn is committed to providing exceptional service and building long-term relationships with its clients.
Learn more about Whitley Penn
Size
600 employees
Industry
Net Income
$10 million
Founded
1983
5 Year Trend
+10%
Revenue
$100 million

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