Construction/Real Estate
SUMMARY OF RESPONSIBILITIES
The Business Development Director is tasked with identifying and developing business opportunities with key prospects through strategic alliances, engaging with the business community, fostering referral networks, initiating lead generation programs, and employing cold calling when required. This role demands a solid grasp of accounting, financial services, and business management, in addition to proactive initiative, effective social skills, and the ability to nurture Centers of Influence (COI) relationships. The ideal candidate will possess a minimum of five years of experience in business development or sales, preferably within the accounting, financial consulting, business advisory, or banking sectors.
ESSENTIAL FUNCTIONS
- Engage in relationship-building activities based on insights from networking partners, referrals, market analysis, etc., under the guidance of the Practice Growth Director
- Initiate contact with potential clients via phone, email, and in-person meetings.
- Identify and develop opportunities to extend services to new clients.
- Facilitate networking opportunities for staff and directors.
- Build relationships with media and prominent community figures.
- Enhance the firm’s name recognition in the market.
- Support colleagues in achieving their business development objectives.
- Convert leads into scheduled appointments.
- Secure public speaking events and other opportunities to showcase the firm.
- Provide continuous support to Partners/Principals and maintain relationships with existing referral sources.
- Contribute to proofing and editing proposals to improve success rates.
- Assist in presentation preparation as directed by the Practice Growth Director.
- Serve as the liaison for market insights, influencing the firm’s marketing strategy development.
- Support and invigorate the firm’s internal culture program.
- Perform departmental administrative tasks as required.
REQUIREMENTS
- Bachelor’s degree in Marketing/Sales or a related field, or equivalent work experience.
- Three to five years of sales/development experience in a professional services environment.
- Able to understand and analyze business periodicals, professional journals, technical documents, and governmental regulations.
- Competent in verbal and written communication, reporting progress, identifying problems, highlighting opportunities, and forecasting client and prospect needs.
- Demonstrates effective communication skills and proficiency in firm technology.
- Maintains open and effective communication with professional staff, managers, partners, and clients.
- Shows ambition and enthusiasm, with a strong commitment to the firm and a collaborative team spirit.
- Keeps abreast of rules and regulations relevant to the CPA profession and the accounting industry.
- Understands and adheres to the firm’s quality control policies and procedures.
- Maintains confidentiality and exercises discretion in handling client and firm matters.
WORKING CONDITIONS
- In-town travel for meetings and to attend seminars/events using personal vehicle.
- Occasional overnight travel for meetings or to attend seminars/events.
- Competitive base salary and commissions, as well as applicable firm benefits.
- Moderate overtime required throughout the year.
- Hybrid work environment.