Director of Business Development- Midwest

Source Advisors; United States; Remote; USD 150,000 - 200,000; Full time

Job summary

A leading provider of tax incentives, Source Advisors is seeking a full-time Director of Business Development focused on achieving sales targets and expanding client relationships. The role requires consultative selling, strong prospecting skills, and the ability to engage with CPAs and business owners. Ideal candidates will have a Bachelor’s degree, relevant experience, and a strong sales background, particularly with tax services.

Benefits

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Tuition assistance

Disability insurance

Qualifications

• 2+ years of experience selling consultative tax services.
• Experience leading business development in a related field for 5+ years.
• Ability to sell to C-level positions.

Responsibilities

• Sell the Source suite of offerings to CPAs and their end clients.
• Achieve monthly and annual sales targets.
• Develop new clients and referral sources.

Skills

Sales skills

Consultative selling

CRM management

Interpersonal skills

Business development

Education

Bachelor’s Degree in a related field

Tools

Salesforce

Job description

Director of Business Development- Midwest

Director of Business Development- Midwest

1 day ago Be among the first 25 applicants

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). Directors operate within an assigned group of accounts (mainly in the Midwest) and may work remotely from anywhere (preferably in the following states: Illinois, Indiana, Iowa, Kansas, Minnesota, Missouri, Nebraska, or Wisconsin).

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

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Consulting, and Business Development

• Industries

  Business Consulting and Services and Financial Services

Referrals increase your chances of interviewing at Source Advisors by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Tuition assistance

Disability insurance

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