Director, Business Development

Ryan   •  

Oakland, CA

Industry: Financial Services


5 - 7 years

Posted 421 days ago

This job is no longer available.

Duties and Responsibilities:

  • Identifies, researches, and pursues prospects to generate new business for the Firm.
  • Makes cold calls and maintains contact with prospects and clients through telephone, e-mail, and mail.
  • Meets with prospects regarding potential engagements.
  • Builds and maintains key relationships with significant Firm prospects.
  • Maintains entries in the Firm’s Prospect Register and/or Microsoft® CRM.
  • Pursues tax/geography/industry-specific issues with prospects based on information provided by Firm Principals and Practice Leaders.
  • Coordinates sales efforts with Firm Principals and Practice Leaders in order to perform joint-selling activities.
  • Attends tax conferences, both local and national, in order to generate new leads of qualified prospects.
  • Develops responses to requests for proposals.
  • Provides support to Principals in deal negotiations, contract development, and due diligence.
  • Understands service-line offerings with sufficient depth to be able to discuss service-line offerings with prospects.
  • Maintains an understanding of the Firm’s active alliance partners’ products and service lines in order to sell alliance partner services to prospects and clients, if appropriate.
  • Utilizes Internet tools (i.e., OneSource) to research opportunities for prospects and clients.
  • Stays current on tax issues that may create sales opportunities with prospects and clients.
  • Generates necessary documentation to assist in deal closing (presentations, engagement letters, etc.).
  • Assists with other projects as needed.
  • Performs other duties as assigned.

Education and Experience:

Bachelor’s or Master’s degree or equivalent with six to eight years related experience, or equivalent combination of education and experiencerequired.