Relationship Manager (Sales/Business Development)

McGuire Sponsel; Chicago (IL); Remote; USD 70,000 - 90,000; Full time

Job summary

A leading specialty tax consulting firm is seeking a Relationship Manager to market and sell tax services. The candidate should have a Bachelor's degree, prior B2B sales experience, and a strong consultative mindset. This remote-friendly position involves significant travel within specified states, focusing on client relationships and new business development.

Benefits

Competitive paid time off

401k and health benefits

Modern office space

Team building activities

Professional development opportunities

Qualifications

• 3-5+ years of experience in a sales or professional services environment is desirable.
• Ability to execute with consistency and strong strategic planning.
• Desire to spend time outside of an office environment, traveling and interacting with clients.

Responsibilities

• Generate new client relationship opportunities.
• Collaborate with firm leadership on market strategies.
• Manage transitions of awarded client engagements.

Skills

B2B sales experience

Strong attention to detail

Excellent written and verbal communication skills

Interpersonal skills

Ability to execute with consistency

Education

Bachelor's degree

Tools

Microsoft Excel

Salesforce

Job description

Job Category: Business Development

Level: Mid-Level

Time Type: Full-time

Travel Requirements: Approximately 40%

Location: Remote (located in IA, WI, MN, or IL - within the sales territory)

The role: As a Relationship Manager, you will market and sell specialty tax services to public accounting firms and referral partners within the states of Illinois, Iowa, Minnesota, and Wisconsin. You will play a critical role in developing new referral sources in this territory, as well as supporting the retention of existing client relationships.

McGuire Sponsel fosters a dynamic culture that emphasizes training and professional development. No prior knowledge of the specialty tax industry is required, but preference will be given to those who come to us with industry experience. Candidates will develop and grow their skillset by working closely with the firm’s shareholders, technical practice line leaders, and experienced sales professionals. This is an excellent career opportunity for a relationship-driven individual who is looking to expand their skillset and make an impact with a growing firm.

What you will do:

• Generate new client relationship opportunities for the Texas and surrounding market
• Collaborate with firm leadership in developing and executing market strategies
• Manage the successful transition of awarded client engagements to the appropriate practice line
• Work closely with key practice line leaders to collect and analyze client data, and prepare engagement letters during the proposal process
• Report new and existing opportunities within Salesforce, our CRM software
• Participate in firm marketing initiatives
• Attend and participate in various industry events, such as annual tax conferences and regional networking events throughout the sales territory
• Travel to prospective CPA locations to meet with or give presentations to key decision makers
• Gain an understanding and knowledge base of McGuire Sponsel’s specialty tax service offerings and be able to share what we do with various professional contacts throughout business networks
• Ongoing client relationship management

What you will need:

• A completed bachelor’s degree
• Prior experience with B2B sales required
• 3-5+ years of experience in a sales or professional services environment is desirable
• No prior experience with tax credits is necessary
• Ability to execute with consistency and strong strategic planning
• Strong attention to detail, excellent organizational skills, strong written and verbal communication skills
• Consultative mindset, strong interpersonal skills, excels in client situations
• Desire to spend time outside of an office environment, traveling and interacting with existing and prospective clients
• Strong professionalism and decorum at all times
• Experienced in Microsoft Excel, Word, Outlook, and PowerPoint
• Experience in Salesforce is helpful, but not required
• A valid United States driver’s license and reliable transportation

Who we are: McGuire Sponsel is a national specialty tax consulting firm that has experienced tremendous growth while serving leading accounting firms and businesses across the country. Our firm partners with CPAs and their clients to provide Fixed Asset Services, R&D Tax Credit Services, Global Business Services, and Credit and Incentive Services.

What we offer: A career at McGuire Sponsel gives individuals the opportunity to grow professionally and personally in a team environment. Benefits include:

• Competitive paid time off, 401k and health and wellness benefits
• 9 Paid holidays off
• Modern office space in proximity to restaurants, shops, and cultural centers
• Team building and social outings, community outreach, and philanthropy activities
• Autonomy to build your schedule and operate independently with strong support from leadership
• Industry professional development opportunities
• Personal development opportunities

McGuire Sponsel provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type on the basis of race, color, religion, age, sex, pregnancy, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Applicants with disabilities may contact McGuire Sponsel via telephone, e-mail, and other means to request and arrange for accommodations. If you need assistance to accommodate a disability, you may request an accommodation at any time. Please contact McGuire Sponsel at 317-564-5000.