About The Position

BPM is a company where caring and community are integral to its DNA. We are constantly striving for self-improvement and are driven to ask questions that foster innovation. Working at BPM offers the opportunity to leverage your experiences, expand your skill set, and achieve your full potential in both your professional and personal life, while simultaneously making a positive impact on clients, colleagues, and communities. Our shared entrepreneurial spirit encourages us to approach challenges and opportunities with a unique perspective. Our dedication to people ensures BPM is an inclusive environment where everyone feels welcomed, valued, and connected to something larger than themselves. Because People Matter.

Requirements

  • 3+ years of experience in consultative sales or business development, preferably in professional services or a CPA firm.
  • Proven ability to qualify, manage, and close inbound opportunities.
  • Coaching/managing to maximize team success
  • Strong understanding of consultative selling
  • Ability to close deals and handle objections effectively
  • Ability to identify high-potential prospects
  • Experience managing sales funnels and forecasting revenue
  • Proficiency in tools like Salesforce, Demandbase LinkedIn Sales Navigator
  • Clear, persuasive and professional communication skills
  • Ability to understand the clients’ needs and respond appropriately
  • Strong relationship-building techniques, ability to build trust and rapport with prospective clients

Responsibilities

  • Manage BPM’s inbound team as a “player-coach†by balancing direct revenue ownership with team enablement, process improvement, and performance oversight
  • Meet or exceed sales quotas and KPIs
  • Research prospective clients to determine strategic fit, existing firm connections and possible opportunities
  • Qualify inbound leads and follow up on marketing campaigns
  • Run effective qualification calls and manage subsequent interactions
  • Provide internal coaching and day-to-day guidance for inbound team members
  • Collaborate with marketing on process improvements
  • Own the full inbound sales lifecycle through close, coordinating internally and externally on priorities, timelines, and required actions
  • Understand client needs & propose appropriate solutions with an eye toward multi-service engagements where appropriate
  • Maintain accurate records in BPM’s CRM system, Salesforce
  • Analyze inbound customer trends and market signals and provide actionable insights to inform firm growth strategy
  • Prepare quotes, proposals and contracts in conjunction with service line experts
  • Support leadership reporting and decision making by assisting with inbound proposals, performance analysis, and ad hoc reporting as needed

Benefits

  • Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility.
  • Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections.
  • Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself.
  • Professional development opportunities: A learning culture with CPA exam resources and bonuses, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University.
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