About The Position

Savant is seeking a Senior Business Development Officer to generate and close new Accounting & Business Advisory engagements while building the strategy, processes, and operating model for the function’s growth. This senior individual-contributor role combines hands-on business development with development of scalable channels, referral relationships, pipeline practices, and growth metrics. The role also connects opportunities across Accounting & Business Advisory and Savant Wealth to support an integrated client experience. Travel to meet prospects, referral sources, and internal partners is expected approximately 25–50% of the time. The position may take on broader leadership responsibility as the business development function grows; prior people leadership is welcome but not required. The role works with Growth and Accounting & Business Advisory leadership to define priorities and operating practices, develop repeatable sales processes and tools, and identify promising markets and cross-service opportunities. Compensation includes a stated base salary range and a performance-based incentive opportunity.

Requirements

  • Bachelor’s degree from an accredited college or university; equivalent combinations of education and work experience will also 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; the company cannot sponsor or take over sponsorship of an employment visa.

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 on 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 promising channels, markets, referral relationships, and cross-service opportunities.
  • Develop scalable tools, messaging, meeting materials, and sales practices, and help prepare the function for future growth and additional business development resources.
  • Travel to meet with prospects, referral sources, and internal partners approximately 25–50% of the time.

Benefits

  • Medical, dental, and vision coverage with multiple plan options.
  • 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 with 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 tied to business development results and revenue generation.
  • Majority employee-owned company.
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