Director of Business Development (Boston)

Cherry Bekaert

7d

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 Boston region. (#LI-VS1

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. Advanced Excel skills preferred.
• 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.

Responsibilities

• Client Acquisition and Relationship Management: 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.
• Sales Strategy and Execution: 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.
• Collaboration and Coordination: 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.
• Reporting and Analysis: 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.

Benefits

• Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
• The opportunity to innovate and do work that motivates and engages you
• A collaborative environment focused on enabling you to further your career growth and continuous professional development
• Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
• Flexibility to do impactful work and the time to enjoy your life outside of work
• Opportunities to connect and learn from professionals from different backgrounds and with different cultures
• annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 501-1,000 employees