Director of Business Development

Source Advisors; United States; Remote; USD 120,000 - 190,000; Full time

Job summary

Source Advisors is seeking a Director of Business Development to drive revenue through CPA channels and end clients nationwide. You will lead consultative sales, develop referral sources, and represent the firm to key decision-makers.

The role requires strategic hunting, closing major deals, managing Salesforce CRM, and collaborating with internal teams to craft winning proposals. Travel is required, and integrity is essential.

Qualifications

• 2+ years of experience selling consultative tax services to CPAs and/or commercial property owners.
• 5+ years of experience in tax, accounting, or leading business development in a related field.
• Bachelor’s Degree in a related field of study.
• Ability to sell to C-level positions within client organizations and manage the full sales cycle.
• Experience with a CRM platform—Salesforce preferred.
• Ability to travel within the assigned area.
• Commitment to integrity and quality in business.
• Excellent initiative and interpersonal skills.

Responsibilities

• Sell the Source suite of offerings to CPAs and end clients.
• Achieve monthly and annual sales targets.
• Develop new clients and referral sources within the territory.
• Educate CPAs, business owners, and C-level executives.
• Represent Source Advisors to end-clients and CPAs.
• Collaborate with internal teams to develop winning client proposals.
• Engage in marketing campaigns to raise awareness of Source Advisors.
• Enter and manage CRM data to ensure proper business management.

Skills

Consultative selling

C-level selling

CRM (Salesforce)

Channel partnerships

Travel willingness

Sales targets

Education

Bachelor's degree

Tools

Salesforce

Job description

Director of Business Development (full-time/remote)

About Source Advisors:

As a leading provider of Federal, State, and Local tax credits and incentives to businesses nationwide, Source Advisors is a recognized thought leader in the specialty tax consulting field. Celebrating our 40th anniversary in 2023, Source Advisors is one of the largest independent firms in a diverse and fragmented market. We are experts in tax incentives, including the Research and Development tax credit, cost segregation studies, green incentives including 179D, 45L, and Energy Star, LIFO inventory solutions, the ERTC, fixed asset and tangible property reviews, and more. We provide tax consulting, tax studies, and related services to businesses both nationally and internationally.

The Director of Business Development:

With a focus on the top CPA firms as a key channel partner, the Director of Business Development will be responsible and accountable for achieving their sales quotas/targets, meeting activity and business development metrics, and collaborating across the organization to fuel the success. The Director will represent Source Advisors to businesses and their CPAs in need of the tax incentives and consulting services we offer. Successful Directors accomplish this through a consultative selling model and strong prospecting motor selling through a combination of channel partners (e.g., CPA firms, Real Estate Owners/Investors etc.) and direct, end-clients (e.g., business taxpayers).

Responsibilities:

• Sell the Source suite of offerings persuasively, persistently, and confidently to CPAs and their end clients
• Achieve monthly and annual sales targets
• Develop new clients and referral sources within assigned territory
• Educate CPAs, businessowners, and C-level executives
• Represent Source Advisors and our services to end-clients, CPAs and accountants, industry organizations, and more
• Collaborate with internal teams to develop winning client proposals and solutions
• Engage in sales and marketing campaigns to raise awareness of Source Advisors and our value creation
• Effectively enter and manage CRM (e.g., Salesforce) data to ensure proper business management
• Forecast expected business results on a monthly basis
• Support the growth objectives of multiple Source Advisor’s practices
• Travel as needed to execute the mission

Requirements:

• 2+ years of experience selling consultative tax services to CPAs and/or commercial property owners or similar field
• (and/or) 5+ years of experience in tax, accounting, or successfully leading business development in a related field
• Bachelor’s Degree in a related field of study
• Ability to sell to C-level positions within client and prospect organizations, experienced in the full sales cycle from prospecting (new acquisitions and growing existing relationships), qualification, discovery, negotiating, and closing.
• Demonstrated ability to influence account decision-makers at key levels
• Experience with a CRM platform- Salesforce preferred
• Ability to travel within assigned area
• Commitment to integrity and quality in business
• Excellent initiative (self-motivated) and interpersonal skills