Senior Business Development Officer - Accounting & Business Advisory

Savant•Rockford, IL
•$100,000 - $150,000•Remote

About The Position

Savant is hiring a foundational growth professional to develop business for its Accounting & Business Advisory practice. This senior individual-contributor role combines personally generating and closing new engagements with building the strategy, processes, and operating model needed to scale the growth function. The officer will develop referral channels, cultivate client and Centers of Influence relationships, generate opportunities, and close tax, accounting, and business advisory engagements. They will also connect opportunities across Accounting & Business Advisory and Savant Wealth to support an integrated client experience. The role works with Growth and Accounting & Business Advisory leadership to define business development priorities and establish repeatable processes, pipeline visibility, activity expectations, operating rhythms, and growth metrics. It offers the opportunity to assume broader leadership responsibility as the function scales. Hands-on business development and function building are the immediate priorities; prior people leadership is welcome but not required. Travel to meet prospects, referral sources, and internal partners is expected approximately 25–50% of the time. The expected base salary range is $110,000–$170,000, with additional performance-based incentive compensation. Compensation is determined individually based on factors including experience, skills, qualifications, geography, and market conditions. Applicants must be authorized to work for any U.S. employer; visa sponsorship is not available.

Requirements

  • Bachelor’s degree from an accredited college or university; equivalent combinations of education and work experience will be considered.
  • At least seven years of business development, sales, or relationship-management experience in professional services or a closely related field.
  • Proven record of personally developing channels, building client and referral relationships, generating opportunities, and closing new revenue.
  • Experience building or materially improving a business development function, territory, channel, or go-to-market process.
  • Experience defining pipeline stages, growth metrics, operating rhythms, and scalable sales processes.
  • Working knowledge of tax, accounting, business advisory, wealth management, or another sophisticated, referral-driven professional-services environment; a CPA is not required.
  • Executive presence and credibility with senior leaders, advisors, CPAs, business owners, and Centers of Influence.
  • Strong communication, listening, collaboration, and relationship-management skills.
  • Proficiency with CRM tools and Microsoft Word, Excel, and Outlook.
  • Client-first mindset, team-oriented approach, and ability to operate effectively in an evolving environment.
  • Authorization to work for any employer in the United States; visa sponsorship is not available.

Nice To Haves

  • Prior people leadership experience is welcome but not required.

Responsibilities

  • Generate, cultivate, and close new Accounting & Business Advisory engagements in tax planning, accounting, and business advisory services.
  • Build relationships with prospective clients and Centers of Influence, including attorneys, bankers, insurance professionals, business owners, and other referral partners.
  • Partner with Savant Wealth advisors and Accounting & Business Advisory leaders to create cross-service opportunities and strengthen the integrated growth model.
  • Qualify opportunities, respond to inquiries and proposals, and maintain an active, well-documented pipeline in the firm’s CRM.
  • Develop territory plans, focus lists, and consistent market-based activities to build awareness and generate revenue.
  • Educate Savant advisors and principals about Accounting & Business Advisory capabilities and equip them to identify and make qualified referrals.
  • Partner with Growth and Accounting & Business Advisory leadership to define business development strategy, priorities, and the future-state operating model.
  • Build repeatable processes for lead generation, qualification, assignment, follow-up, and conversion.
  • Establish pipeline visibility, activity expectations, operating rhythms, and meaningful growth metrics.
  • Identify the channels, markets, referral relationships, and cross-service opportunities with the greatest potential.
  • Develop scalable tools, messaging, meeting materials, and sales practices, and help prepare the function for future growth and additional business development resources.

Benefits

  • Medical, dental, and vision coverage with multiple plan options, effective day one.
  • Health Savings Account (HSA) or Flexible Spending Account (FSA).
  • Company-paid life insurance, AD&D, and disability coverage.
  • 401(k) with company match, with Roth and Traditional options.
  • Team-based incentive opportunities and recognition programs.
  • Generous paid time off and at least 10 paid holidays.
  • Annual “Savantiversary” day.
  • Summer Hours, including shorter work weeks during the summer.
  • Parental leave, personal leave, and other life-event support.
  • Employee Assistance Program (EAP).
  • Wellness reimbursements, such as gym memberships.
  • Flexible “Dress for Your Day” approach.
  • Performance-based incentive compensation opportunity.
  • Majority employee ownership.
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