About the roleBAO Consulting Group is seeking a Director of Business Development to own and grow a pipeline of middle-market and PE-backed clients across our CFO advisory and finance transformation service lines. This is a hunter role - you will prospect, cultivate, and close. You know the CFO advisory space, you have relationships, and you are ready to put them to work inside a firm that actually delivers.
What you'll do- Own and manage a full-cycle BD pipeline from initial outreach through signed engagement letter
- Identify, qualify, and pursue net new client opportunities across target segments: PE-backed portfolio companies, founder-owned businesses, and middle-market CFO organizations
- Build and maintain a high-value referral network including private equity sponsors, investment banks, M&A attorneys, and accounting firm partners
- Collaborate with BAO's consulting leaders to develop tailored proposals, pitch decks, and scope-of-work documents
- Represent BAO at industry events, conferences, and networking forums in the Dallas-Fort Worth and Houston markets
- Maintain CRM hygiene and pipeline reporting; provide weekly updates to leadership on pipeline status and activity
- Partner with the Chief Growth Officer to refine BAO's go-to-market messaging and targeting strategy
- Support marketing efforts including content, case studies, and social presence in coordination with leadership
Qualifications- 5-8 years of BD, sales, or client development experience in professional services - consulting, accounting advisory, investment banking, or similar
- Demonstrated track record of generating and closing new business in a B2B services environment
- Existing relationships with CFOs, Controllers, PE sponsors, or finance executives in the Texas market
- Strong understanding of CFO advisory, finance transformation, or accounting services - you can speak the language
- Excellent written and verbal communication skills; polished presenter with executive presence
- Self-directed, results-oriented, and comfortable operating without a large support infrastructure
- Proficiency in CRM tools (HubSpot, Zoho, or equivalent) and Microsoft Office/Teams
Preferred qualifications- Prior experience selling or marketing professional services at a boutique advisory firm
- Active network in the Dallas-Fort Worth and/or Houston PE and finance communities
- Familiarity with ERP implementations, financial close transformation, or transaction advisory services
Company benefits- Medical, Dental & Vision - comprehensive coverage for you and your dependents.
- 401(k) with Employer Match - we invest in your future, not just your clients'.
- Unlimited PTO - take the time you need. We measure output, not hours.
- Paid Parental Leave - time to be present when it matters most.
- Professional Development - CPA CPE reimbursement and continuing education support.
