Digital Advisory Business Development Lead

Sorren; United States; On-site; USD 130,000 - 170,000; Full time

Benefits offered by this job

Generous paid time off

Comprehensive health coverage

401(k) retirement plan

Parental leave

CPA exam support

Mentorship and career development

Job summary

Sorren is establishing a new Digital Advisory practice, aiming to modernize mid-market clients with ERP and connected platforms. The Business Development Lead will source, qualify, and close engagements, shaping offerings and partner ecosystems with guidance from the Managing Partner and Solution Architect.

You will drive go-to-market strategies, cultivate anchor software-publisher partnerships, and contribute to a durable book of business across healthcare, construction, not-for-profit, and

Qualifications

• 7+ years of B2B business development or sales with ERP, technology consulting, or software solutions.
• Proven success building pipeline and closing complex, consultative deals.
• Comfort operating in a start-up/build phase with self-direction.
• Strong executive presence and consultative selling skills.

Responsibilities

• Build and manage a qualified pipeline of digital advisory and ERP/VAR opportunities across four verticals.
• Own the full sales cycle from prospecting to close.
• Develop and execute go-to-market plans and leverage partner alliances.
• Support inorganic growth and participate in targeted M&A discussions.
• Maintain accurate pipeline, forecast, and activity reporting; meet targets.

Skills

ERP sales

Pipeline development

Executive presence

Consultative selling

Start-up mindset

Tools

CRM software

ERP/VAR programs

Job description

Our Firm

Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don’t just work with numbers—we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services.

Our Firm

Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don’t just work with numbers—we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services.

At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand.

We’re committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success.

Your Journey

Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm’s success through collaboration, exceptional service, and continuous growth.

Position Summary

We are standing up a new Digital Advisory practice — including a value-added reseller (VAR) practice — to help middle-market clients modernize their core business systems and get measurable value from technology. We advise, select, implement, and optimize modern ERP and connected business platforms, and we go deep in four verticals: healthcare, construction, not-for-profit, and manufacturing. Deep, industry-specific expertise is central to how we differentiate — we serve clients as specialists who understand their business, not generalists — so relevant experience in these industries is highly valued across every role.

This is a build-from-the-ground-up opportunity. As a founding member of the practice you will help shape our service offerings, delivery methodology, partner alliances, and culture — with the backing, brand, and client base of an established firm behind you. We are in the process of selecting our anchor platform partners from among the leading mid-market ERP and business-application publishers, and early team members will help define that ecosystem.

About the Practice

We are standing up a new Digital Advisory practice — including a value-added reseller (VAR) practice — to help middle-market clients modernize their core business systems and get measurable value from technology. We advise, select, implement, and optimize modern ERP and connected business platforms, and we go deep in four verticals: healthcare, construction, not-for-profit, and manufacturing. Deep, industry-specific expertise is central to how we differentiate — we serve clients as specialists who understand their business, not generalists — so relevant experience in these industries is highly valued across every role.

This is a build-from-the-ground-up opportunity. As a founding member of the practice you will help shape our service offerings, delivery methodology, partner alliances, and culture — with the backing, brand, and client base of an established firm behind you. We are in the process of selecting our anchor platform partners from among the leading mid-market ERP and business-application publishers, and early team members will help define that ecosystem.

Role Summary

The Business Development Lead owns the top of the funnel and the growth engine for the practice. You will build pipeline from scratch — sourcing, qualifying, and closing digital advisory and ERP implementation engagements across our four target verticals. You will partner closely with the Managing Partner and Solution Architect to shape offerings, activate our software-publisher alliances and co-sell programs, and turn Sorren’s existing client relationships into a durable book of business.

Key Responsibilities

• Build and manage a qualified pipeline of digital advisory and ERP/VAR opportunities across construction, healthcare, not-for-profit, and manufacturing.
• Own the full sales cycle: prospecting, discovery, solution positioning (with the Solution Architect), proposal, negotiation, and close.
• Develop and execute the go-to-market plan, including referral channels from Sorren’s existing CPA and advisory client base.
• Help establish and manage relationships with our anchor software-publisher partners and their co-sell programs to drive sourced and influenced pipeline.
• Support the practice’s inorganic growth agenda, including contributing to M&A targeting and partner-driven demand.
• Maintain accurate pipeline, forecast, and activity reporting; hit agreed opportunity, assessment, and bookings targets.
• Represent Sorren at industry events, associations, and in our key markets (including Illinois, Colorado, Texas, and Idaho).

Qualifications

Required

• 7+ years of B2B business development or sales, with a track record selling ERP, technology consulting, professional services, or software solutions.
• Demonstrated success building pipeline and closing complex, consultative deals from early-stage relationships.
• Comfort operating in a start-up / build phase — self-directed, resourceful, and able to create process where none exists.
• Strong executive presence and consultative selling skills.

Preferred

• Deep familiarity with, and an existing network in, one or more of our target industries — healthcare, construction, not-for-profit, or manufacturing — particularly in our key markets (Illinois, Colorado, Texas, Idaho).
• Experience working within software-publisher partner or co-sell programs.
• Familiarity with the mid-market ERP and business-application landscape.
• CPA or MBA

Compensation

Target base salary range of $130,000–$170,000 with on-target earnings (OTE) of $220,000–$300,000 through a commission and incentive plan tied to bookings and sourced pipeline. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. Discretionary incentive compensation is based on firm, group, and individual performance.

Why Choose Us?

At Sorren, we’re invested in your growth—both personally and professionally. We’ll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we’ve designed our culture and benefits to reflect that.

What We Offer*

• Generous paid time off
• Comprehensive medical, dental, and vision coverage, plus life and disability insurance
• 401(k) retirement savings plan
• Paid holidays, including a firmwide winter break (December 24 – January 1)
• Paid parental leave (available after one year of service)
• Mentorship and career development programs
• CPA exam support to help you succeed on the path to licensure
• Firm-sponsored events and spontaneous team activities
• Celebrations to mark milestones like the end of busy season and the holidays
• Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.

© 2025 “Sorren” is the brand name under which Sorren CPAs, P.C. and Sorren, Inc. and its subsidiary entities provide professional services. Sorren CPAs P.C. and Sorren, Inc. and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Sorren CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients, and Sorren, Inc. and its subsidiary entities provide tax and business consulting services to their clients. Sorren, Inc. and its subsidiary entities are not licensed CPA firms.