Associate, Practice Development

CO-US DuCharme, McMillen & Associates Inc; Houston (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

CO-US DuCharme, McMillen & Associates Inc is seeking an Associate in Practice Development to enhance client engagement and drive new business. This role requires excellent communication and organizational skills, with responsibilities including scheduling meetings, understanding client needs, and collaborating with various teams to achieve sales objectives.

A Bachelor's degree is required, and candidates should have a strong interest in a client-facing business development career. Regular work hours are 40 per week with minimal travel required.

Qualifications

• Bachelor's degree required.
• Long-term interest in client-facing business development career.
• Self-motivated to meet established goals.
• Ability to develop internal relationships and collaborate.
• Strong listening and negotiation skills.

Responsibilities

• Daily contact with targeted opportunities to schedule meetings.
• Partner with leaders to develop strategies for client meetings.
• Understand clients' needs and suggest DMA services.
• Build and maintain client relationships.
• Research DMA business lines and develop key relationships.

Skills

Verbal and written communication skills

Persuasive communication

Organizational skills

Negotiation skills

Attention to detail

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Outlook

Microsoft Teams

Microsoft Excel

Job description

Position Summary

The Associate, Practice Development will partner with the business development team to schedule prospective client meetings, create a positive first impression of DMA, and drive new clients to DMA by identifying and understanding prospective clients’ needs and matching them to the applicable DMA services and solutions. This role will work with the tax consulting, technology and compliance teams, marketing, and other DMA business leaders to manage and grow opportunities within a designated market/region to achieve sales objectives.

Essential Duties & Responsibilities

• Daily contact via phone calls and email with DMA targeted opportunities as directed by practice development leaders to schedule meetings.
• Partner closely with practice development leaders to identify the best strategies to develop and execute opportunities to meet virtually or in person with prospective clients.
• Understand DMA’s business initiatives and serve as the internal champion for such initiatives.
• Thoroughly understand prospective clients’ needs; identify and suggest DMA services/solutions to meet those needs.
• Develop and maintain prospective client relationships in a designated territory.
• Anticipate and prepare/deliver compelling responses to prospective client objections.
• Build and maintain a network of sources from which to identify new sales leads; proactively target large and mid-market companies via outbound calls, emails, and social media to secure virtual and in-person business meetings.
• Research and understand various lines of DMA business and develop relationships with key DMA personnel with assistance from business development and marketing teams.
• Maintain activity levels to ensure satisfaction of monthly goals.
• Assist the business development team with projects and data management as needed.
• Perform other duties as assigned.

Education & Qualifications

• Bachelor’s degree required.
• Long-term interest in client-facing business development career.
• Self-motivated to consistently meet established goals.
• Excellent verbal and written communication skills.
• Ability to develop internal relationships and collaborate cross-functionally.
• Persuasive communication and persistent follow-up skills.
• Strong organizational skills and excellent attention to detail.
• Advanced Microsoft Word, Outlook, and Teams experience; beginner Microsoft Excel experience.
• Strong listening and negotiation skills.

Work Environment & Physical Requirements

Work Schedule: Regular, 40 hours/week. Travel: Less than 10% travel required. Physical Activity: Prolonged periods of sitting and computer use. Ability to hear, understand, and distinguish speech and sounds. Frequent repetitive motions with hands.

Equal Employment Opportunity Statement

The Company is an equal employment opportunity employer and is committed to providing equal employment opportunities to its applicants and employees. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, gender, national origin, citizenship, age, disability, veteran status, genetic information, or any other category covered by applicable federal, state, or local law. This equal employment opportunity policy applies to all employment policies, procedures, and practices, including but not limited to hiring, promotion, compensation, training, benefits, work assignments, discipline, termination, and all other terms and conditions of employment. It is DMA's policy to make reasonable accommodations for qualified individuals with disabilities.