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    Business Development Director/Officer - Dallas, United States - Lane Gorman Trubitt

    Lane Gorman Trubitt
    Lane Gorman Trubitt Dallas, United States

    3 weeks ago

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    Description


    The Business Development Director's primary responsibilities and expectations are to generate opportunities with targeted prospects through activities including strategic alliances, business community outreach, referral development, lead generation programs and cold calling as necessary.

    The position requires an understanding of accounting and financial services, management and self-starter skills as well as social interaction and COI cultivation.

    Five plus years business development/sales experience in the accounting, financial consulting, business advisory services and/or banking industries desired.

    • Position is eligible for competitive base salary and bonus based on commissions, as well as all other applicable firm benefits.
    • Competitive base salary and commission structure. Title (Manager, Officer, Director) and salary will be commensurate with experience.
    • Produces firm relationship building activities based on information from networking partners, referral sources, the marketplace and other sources supported by the Director of Practice Growth.
    • Contacts prospective clients by telephone, mail and face to face.
    • Create opportunities to expand services to new clients.
    • Produces networking opportunities for staff and directors.
    • Develops relationships with media and key individuals in the community.
    • Promotes name recognition of the firm.
    • Assists others in their individual business development goals.
    • Transitions leads into appointments.
    • Obtains public speaking and other showcase opportunities.
    • Provides ongoing support of Partners/Principals and follow-up with existing firm referral sources.
    • Assists in proofing and editing proposals in an effort to increase our "win" ratio.
    • Support in presentation tasks by Practice Growth Partner.
    • Acts as point person to bring pulse points of market back to the Practice Growth Partner to assist in direction of marketing strategy for firm.
    • Assists in the development of and puts energy and enthusiasm into the firm's internal culture program.
    • Assists with departmental administrative activities as needed. Job RequirementsBachelor's degree in Marketing/Sales or related field, or equivalent work experience.
    Three to five years sales experience working with professional services organization.
    Ability to calculate discounts, interest, commissions, percentages, volumes, etc.
    Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or government regulations.
    Ability to clearly communicate the progress achieved, problems identified, opportunities/anticipated needs of clients etc., both verbally and in writing.
    Maintain open lines of communication with professional staff, managers, partners, and clients.
    Display ambition and enthusiasm for work, commitment to the firm and team spirit. Maintain knowledge of rules and regulations pertaining to CPA profession and knowledge of the marketplace/accounting industry. Knowledge of firm quality control, policies and procedures.
    Ability to maintain confidentiality and use discretion when dealing with client/firm matters.
    Working ConditionsOccasional in-town travel for meetings/seminars/events using personal vehicle.
    Occasional overnight travel for meetings/seminars/events.
    Moderate overtime required throughout the year.
    Hybrid work environment with office based in Uptown Dallas.
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