Director of Business Development (Dallas)

Cherry Bekaert•Dallas, TX

6d•Hybrid

About The Position

We are seeking an ambitious and experienced Business Development Executive to join our team. The ideal candidate will have a strong background in professional services sales and will be responsible for expanding our client base and fostering relationships with existing clients within a geographical area. This role offers an exciting opportunity to contribute to the growth of our business by delivering our unique tax, audit and advisory solutions to mid-market companies in the Dallas area. This is a hybrid position and will work out of the Dallas office 3 days per week.

Requirements

Strong understanding of tax and audit processes and/or complimentary professional services and their relevance to asset management and investors.
Bachelor’s degree preferably in Business, Finance, Accounting, or a related field.
Proven experience (10+ years) in sales within the financial and/or professional services sector, preferably focused on asset management or alternative investments.
Familiarity with research tools (such as ZoomInfo) and strategies used in building strategic targets
Professional and effective lead generation and prospecting skills
Experience with canvassing, cold calling and networking to meet goals within a region or industry
Mature understanding of the lifecycle of a business such as how they are funded, to developing new products, to streamlining processes etc.
Oral presentation skills
Basic familiarity with proposal responses and content positioning and strategy
Excellent technology skills with solid experience in Microsoft Office: PowerPoint, Excel, Word and Outlook.
Experience tracking leads and activity in a CRM system (MS Dynamics experience a plus but not required)
Experience with solution selling into the decision makers at asset managers and investors
Proven track record of exceeding sales quotas and new business initiation goals
Excellent listening and verbal communication skills.
Strong organizational and analytical skills.
Ability to effectively and efficiently prioritize and respond to inquiries from clients, co-workers, supervisor, and/or management.
Experience with attending industry functions, such as association events and conferences, and the ability to provide feedback and information on market and creative trends.
Ability to travel 50% of the time.
Eligibility to work in the United States.
Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.

Nice To Haves

Advanced Excel skills preferred.
MS Dynamics experience a plus but not required

Responsibilities

Identify and engage prospective new clients that can benefit from our tax, audit and advisory services.
Cultivate and maintain strong, long-lasting relationships with existing clients, understand their evolving needs and ensure satisfaction with our services.
Serve as the primary liaison between clients and our internal teams, addressing inquiries and facilitating communication.
Develop and implement strategic sales plans to meet and exceed revenue goals.
Conduct thorough market research to identify trends and opportunities within the asset management sector.
Prepare and deliver compelling sales presentations and proposals tailored to the unique needs of each client.
Work closely with our service lines to gain a deep understanding of our service offerings and client solutions.
Collaborate with the marketing team to develop targeted campaigns and promotional materials.
Coordinate with internal teams to ensure the seamless delivery of services and high client satisfaction.
Maintain detailed records of sales activities and client interactions using CRM software.
Prepare regular reports on sales performance, market trends, and client feedback.
Analyze sales data to identify areas for improvement and new growth opportunities.