Business Development Director - Private Equity (San Francisco)

RSM US LLP; San Francisco (CA); On-site; USD 137,000 - 242,000; Full time

Job summary

RSM US LLP in San Francisco seeks a Business Development Director - Private Equity to lead strategic sales initiatives with private equity relationships in California. You will coordinate with firm resources to develop market growth strategies and manage PE client portfolios.

The role requires 10+ years in professional services sales, strong communication and presentation skills, and experience with private equity or M&A. Travel is required and a competitive base salary plus bonuses is offered.

Qualifications

• Minimum 10+ years of professional services sales experience.
• Strong network of COIs and relationships in private equity.
• Proven ability to close complex deals and manage executive-level engagements.

Responsibilities

• Develop and execute market growth strategies for private equity in California.
• Build and maintain sales pipelines and forecasts for PE relationships.
• Coordinate with firm resources to support PE opportunities.
• Prepare and deliver client proposals and presentations to C-level executives.
• Close sales and finalize agreements with PE clients.
• Lead cross-functional teams to pursue PE opportunities.

Skills

Verbal communication

Presentation skills

Strategic thinking

Cross-functional collaboration

CRM experience

Sales leadership

Education

Bachelor's Degree or equivalent experience

Tools

CRM software

Job description

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.

Business Development Director - Private Equity

Preferred Job Summary: This individual will serve as a strategic leader and tactical initiator of sales in key private equity relationships for the firm in the California market. The Private Equity Business Development position is a high-profile, director-level role within the firm. This individual will coordinate with numerous firm resources to develop and execute a market growth strategy and approach for each private equity firm assigned to them with a particular focus in San Francisco. This role will fully understand all aspects of the firms' private equity strategy and leverage tools, support and best practices to expand the firm's relationships and wallet share within their private equity assignments.

Job Duties

• Conduct research and analysis of strategic private equity groups and create account plans
• Build and maintain strong sales pipelines and forecasts associated to substantiated opportunities with a private equity group and its respective portfolio companies
• Interact with professional staff to collaboratively address the PE marketplace in a coordinated fashion
• Prepare and facilitate presentations, proposals
• Close sales, and finalize agreements with clients
• Identify and ignite a coordinated, cross functional team to pursue opportunities associated with a PE relationship
• Identify and leverage key industry and technical resources to deploy on new opportunities
• Drive overall expansion and penetration of priority PE clients and targets while retaining current engagements
• Understand each PE firm's strategic plans and business strategy (industry, investment mandate, exit strategy etc.)

Basic Qualifications

• Bachelor's Degree preferred or equivalent experience
• Minimum of 10+ years of professional services sales experience required
• Prior success consultative selling for a consulting or accounting firm strongly preferred
• Prior private equity and M&A knowledge and/or experience strongly preferred
• Demonstrated network of COI's (Centers of Influence) to include banking, legal and other professional services relationships that could be leveraged to identify opportunities within private equity firms
• Demonstrated strategic thought process, experience and deployment capabilities
• Demonstrated strong verbal communication skills
• Demonstrated ability to clearly communicate in writing
• Strong presentation skills. Candidate must demonstrate ability to organize and lead a meeting with "C-level" executives
• Strong organizational skills and attentiveness to detail. Candidate must be able to prioritize and multi-task in an outcome-oriented environment Project management.
• Candidate must demonstrate ability to manage time, multi-task, and meet deadlines Teamwork & collaboration. Candidates must demonstrate experience in working as a productive and supportive member of a team Tangible and demonstrated experience in formal sales process deployment and use Experience leveraging a CRM tool for report generation and sales tracking Travel is required (local and overnight when appropriate). Experience working for Big Four or other national firms a significant plus.

Compensation structure allows for a competitive base salary plus revenue based quarterly bonuses and an additional year-end bonus based on the employee and firm's annual performance.

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [e-mail].

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders).

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.

At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $136,800 - $242,000

Individuals selected for this role may be eligible for sales commissions and a discretionary bonus based on firm and individual performance.

Why work at RSM?

At RSM, we accomplish meaningful work and make an impact on the world around us. We work hard to fully understand our clients and work even harder to understand and identify your unique skills. We celebrate the differences among us and empower our talented professionals to grow forward, both personally and professionally. Our clients benefit from fresh insights and energy as we collaborate to support them, and our teams enjoy a work environment that inspires and empowers them to thrive.