Relationship Manager (Sales/Business Development)

McGuire Sponsel • Dallas, TX

11d • Onsite

About The Position

As a Relationship Manager, you will market and sell specialty tax services to public accounting firms and referral partners within the states of Texas and Oklahoma. 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.

Requirements

• 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
• A valid United States driver’s license and reliable transportation

Nice To Haves

• Experience in Salesforce is helpful, but not required

Responsibilities

• 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 with do with various professional contacts throughout business networks
• Ongoing client relationship management

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level