Business Development Manager - Boston

Plante & Moran, PLLC; Wakefield (NE); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Health insurance

Flexible Time Off

401(k) plan

Travel reimbursement

Job summary

Plante Moran is seeking a Business Developer to drive new business opportunities and lead pursuit teams. You will identify client needs, plan outreach, and coordinate cross-functional efforts to win engagements.

The role requires 7–10 years in BD or sales within professional services, with strong relationship-building, strategic thinking, and CRM fluency. Expect some travel and an exempt schedule aligned with client needs.

Qualifications

• Bachelor’s degree in business, accounting, finance, or related field.
• 7–10 years of business development, sales, or client relationship management experience in professional services.
• Ability to develop prospect lists, build pipelines, close business, and forecast accurately.

Responsibilities

• Identify and develop new business opportunities by engaging with key leaders and attending events.
• Lead and execute outreach strategies, develop contact plans, and organize meetings to uncover client needs.
• Collaborate with internal teams on pursuit strategies, proposals, and growth objectives.
• Maintain records of BD activities in the CRM and prepare management reports on sales performance.
• Represent the firm at association functions, trade shows, and networking events to promote services.

Skills

Business development

Sales

Relationship management

Strategic thinking

CRM systems

Education

Bachelor’s degree in business or related field

CPA / CBDM / advanced certifications desirable

Tools

CRM systems

Cloud-based accounting tools

Job description

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

Your role

As a Business Developer, you will be responsible for the development of new business opportunities and your responsibilities will include prospecting, strategizing, leading pursuit teams, closing new business and representing the firm at business and social events. Your work will include, but not be limited to:

• Proactively identifying and developing new business opportunities by engaging with key business leaders, attending industry events, and building relationships with prospective clients.
• Leading and executing outreach strategies, including prospecting, developing contact plans, and organizing meetings to uncover client needs where the firm can add value.
• Collaborating with internal teams to develop and implement pursuit strategies, participate in proposal development, and ensure alignment with firm growth objectives.
• Maintaining accurate records of business development activities in the firm’s CRM system, and preparing management reports on sales performance, client wins, and outreach efforts.
• Representing the firm at targeted association functions, trade shows, and networking events to enhance visibility and promote the firm’s services within the market.

The qualifications

• Bachelor’s degree in business, accounting, finance, or a related field; advanced degrees or professional certifications (such as CPA, CBDM, or similar) are highly valued.
• Proven experience of 7-10 years in business development, sales, or client relationship management within accounting, consulting, or professional services environments with demonstrated success selling $750,000 or more, annually in first year fees.
• Ability to effectively: develop a prospect list, build a pipeline of opportunities and close business Forecast pipeline accurately Identify additional revenue opportunities Build strong relationships within the firm and teams through quality work and leadership Strong strategic thinking, analytical, and communication skills, with the ability to identify market opportunities and build lasting client partnerships.
• Familiarity with industry trends, regulatory requirements, and technology platforms (such as CRM systems and cloud-based accounting tools) to support business growth and operational efficiency.

This position may require some local or national travel. This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.

What makes us different?

On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world‑class culture, consistent recognition as one of Fortune Magazine’s "100 Best Companies to Work For," and an endless array of opportunities.

Company culture and values

At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for?

Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in‑person model. We believe that face‑to‑face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.

Plante Moran is an Equal Opportunity Employer.

Plante Moran maintains a drug‑free workplace.

Benefits

• Highlights include health, dental, vision, disability, and life insurance.
• In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre‑determined holidays, as well as a 401(k) plan, flexible benefits plans, business‑related travel expense, lodging, and meal reimbursement for business‑related use.
• A pension plan is also available for eligible administrative and paraprofessional staff.
• A discretionary bonus plan is available for eligible staff.
• Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.

Compensation

The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market‑based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry‑level talent. Under Colorado’s Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation. The compensation range for this role in CO, IL, OH, and MA is: $110,000.00-$160,000.00. The application window is a good‑faith estimate of the time that this posting will remain open. This deadline will be promptly updated if the deadline is extended.

Founder’s perspective

Our founders often referred to our firm as "a people firm disguised as an accounting firm." Why? Because people are at the core of everything we do, and our firm was built on values and principles that support this philosophy to this day.