Job Responsibilities

• Research, identify, and engage target prospects through outbound and inbound channels, including email, phone, LinkedIn, marketing campaigns, trade events, webinars, and other prospecting activities.

• Develop and execute targeted outreach strategies to generate qualified meetings and new business opportunities for Armanino’s service lines.

• Research prospect organizations, industries, business trends, and key decision-makers to identify relevant business challenges and potential areas where Armanino can provide value.

• Develop a strong understanding of Armanino’s service offerings and value propositions and effectively communicate relevant solutions based on prospect needs.

• Engage with C-level and other senior-level decision-makers to initiate conversations, understand business needs, and determine appropriate next steps.

• Qualify inbound and outbound leads based on business need, timing, fit, and potential opportunity, and coordinate appropriate handoffs to Business Development, Account Management, Partners, and service-line leaders.

• Collaborate with Business Development, Client Management, Firmwide Account Management, Marketing, Partners, and other internal stakeholders to coordinate opportunity pursuits, sales handoffs, and appointment setting.

• Utilize sales and research tools, including Outreach.io, LinkedIn, PitchBook, ZoomInfo, and CRM, to research prospects, execute outreach, maintain accurate data, and track sales activity and results.

• Maintain accurate and timely CRM records, including prospect information, outreach activity, meeting outcomes, and opportunity details.

• Stay informed on market, industry, and business trends and participate in ongoing training to strengthen knowledge of Armanino’s services, industries, and sales processes.

• Take initiative to continuously develop knowledge of new Armanino services, solutions, and capabilities and apply that knowledge to prospecting and business development activities.

• Build strong internal relationships and serve as a trusted partner to Business Development, Client Management, Marketing, Partners, and service-line teams to support firmwide growth objectives.

Requirements

• Bachelor’s degree in Business, Marketing, Communications, or a related field preferred, or equivalent combination of education and experience.

• Minimum 1 year of experience in sales development, business development, inside sales, lead generation, client service, or a related role preferred.

• Demonstrated ability to proactively prospect, initiate conversations, qualify leads, and generate meetings with prospective clients.

• Strong verbal and written communication skills, with the ability to communicate professionally and confidently with executives and other senior-level decision-makers.

• Strong interpersonal and relationship-building skills with the ability to establish credibility and rapport with prospects and internal stakeholders.

• Ability to research organizations, industries, and business challenges and use that information to develop relevant and targeted outreach.

• Highly organized and disciplined, with the ability to manage multiple prospects, outreach activities, follow-ups, and priorities simultaneously.

• Comfortable working in a metrics-driven environment and accountable for achieving activity, meeting-generation, pipeline, and other performance goals.

• Ability to learn and communicate complex professional services and business concepts in a clear and compelling manner.

• Strong curiosity and willingness to continuously learn about accounting, consulting, technology, tax, and other professional services.

• Experience using CRM and sales technology platforms; familiarity with tools such as Salesforce/Dynamics, Outreach.io, LinkedIn Sales Navigator, ZoomInfo, or similar platforms preferred.

• Ability to work collaboratively across multiple teams.