Job Description
As a Business Development Director, you will be responsible for identifying and pursuing new business opportunities, fostering client relationships, and contributing to the overall growth and success of the practice.
Client Acquisition
- Develop and implement strategies to attract new clients
- Build and maintain a pipeline of potential clients through networking and outreach
Relationship Management
- Cultivate and maintain strong relationships with existing clients
- Act as a liaison between clients and the firm, ensuring client satisfaction and addressing concerns
Collaboration with Teams
- Work closely with partners, senior management, and service teams to align business development efforts with the firm's overall goals
Cross-selling Services
- Identify opportunities to cross-sell additional services to existing clients
- Collaborate with service teams to maximize client engagement and satisfaction
Market Research and Analysis
- Conduct market research to identify potential clients and industry trends
- Analyze competitor strategies and market dynamics to identify areas for growth
Proposal Support
- Collaborate with partners and senior management to create compelling proposals for potential clients
- Customize proposals based on client needs and the firm's service offerings
Networking and Business Events
- Represent the firm at industry events, conferences, and networking functions
- Develop and maintain a professional network to generate business leads
Sales Reporting and Analysis
- Track and report on sales performance and business development activities
- Analyze data to assess the effectiveness of strategies and make recommendations for improvement
Supervisory responsibilities
- Will supervise subordinate team members
Work environment
- There is an expectation to spend time with the prospect and/or client in accordance with specified needs
- Time may be spent in both the Firm’s office environment and/or the prospect/client premises where conditions may vary
- The volume and predictability of work may vary with prospect/client demands; may be subject to on-call requests with short notice and work hours exceeding 40 per week
- May involve prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
- The ability to transport necessary equipment between locations; this requires the ability to lift issued equipment such as laptops, backpacks, keyboards, note-taking materials, bending or standing as necessary
- Travel may be frequent and unpredictable, depending upon prospect’s/client’s needs
Required education and experience
- Bachelor’s degree or equivalent experience in business development, sales, or related role
- 8+ years of relevant experience
- Strong understanding of accounting and finance principles
- Excellent communication and interpersonal skills
- Ability to build and maintain client relationships
- Proven track record of meeting and exceeding sales targets
Preferred education and experience
- Proven experiences in business development, sales, or related role within the CPA or financial services industry
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.