- Engage in relationship-building activities based on insights from networking partners, referrals, market analysis, etc., under the guidance of the Practice Growth Partner.
- Initiate contact with potential clients via telephone, email, and in-person meetings.
- Identify and develop opportunities to extend services to new clients.
- Facilitate networking opportunities for staff and directors.
- Build relationships with media and prominent community figures.
- Enhance the firm's name recognition in the market.
- Support colleagues in achieving their business development objectives.
- Convert leads into scheduled appointments.
- Secure public speaking and other opportunities to showcase the firm.
- Provide continuous support to Partners/Principals and maintain relationships with existing referral sources.
- Contribute to proofing and editing proposals to improve success rates.
- Assist in presentation preparation as directed by the Practice Growth Partner.
- Serve as the liaison for market insights, influencing the firm's marketing strategy development.
- Support and invigorate the firm's internal culture program.
- Perform departmental administrative tasks as required.
- Bachelor's degree in Marketing/Sales or a related field, or equivalent work experience.
- Three to five years of sales/development experience in a professional services environment preferred.
- Able to understand and analyze business periodicals, professional journals, technical documents, and governmental regulations.
- Competent in verbal and written communication, reporting progress, identifying problems, highlighting opportunities, and forecasting client and prospect needs.
- Demonstrates effective communication skills and proficiency in firm technology.
- Maintains open and effective communication with professional staff, managers, partners, and clients.
- Shows ambition and enthusiasm, with a strong commitment to the firm and a collaborative team spirit.
- Keeps abreast of rules and regulations relevant to the CPA profession and the accounting industry.
- Understands and adheres to the firm's quality control policies and procedures.
- Maintains confidentiality and exercises discretion in handling client and firm matters.
- In-town travel for meetings and to attend seminars using personal vehicle.
- Occasional overnight travel for meetings or to attend seminars.
- Moderate overtime required throughout the year.
- Hybrid work environment
- Competitive base salary and commission structure. Title (Manager, Officer, Director) and salary will be commensurate with experience.
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Director of Business Development - Dallas, United States - Lane Gorman Trubitt, LLC
Description
The Business Development Director is tasked with identifying and developing business opportunities with key prospects through strategic alliances, engaging with the business community, fostering referral networks, initiating lead generation programs, and employing cold calling when required. This role demands a solid grasp of accounting, financial services, and business management, in addition to proactive initiative, effective social skills, and the ability to nurture Centers of Influence (COI) relationships. The ideal candidate will possess a minimum of three years of experience in business development or sales, preferably within the accounting, financial consulting, business advisory, or banking sectors.
Essential Functions:
Requirements:
Working Conditions: