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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in business development and client relationship management within the professional services sector, with a strong focus on driving revenue and managing accounts. Proficient in leveraging networks and databases to identify and qualify project opportunities while executing effective sales strategies.
Highest-signal resume keywords
Business DevelopmentClient Relationship ManagementSales Strategy ExecutionC-Suite EngagementRevenue Generation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account ManagementDeal PursuitCross-Functional CollaborationProject QualificationMarket Expansion Activities
Soft Skills
NetworkingStakeholder Relationship BuildingCoaching Engagement Performance
Tools & Technologies
CRM ManagementData Integrity
Certifications & Qualifications
CPAMBA
Industry Keywords
Professional ServicesConsultingFinanceAccountingTechnology Consulting
About the role
Key responsibilities & impact- Drive client services, business development, sales, and networking efforts
- Identify project opportunities and deploy bench consultants
- Ensure high utilization and efficiency for the Orange County practice
- Execute the full client development lifecycle and sales pursuit strategy
- Lead 12–15 prospect meetings per week with financial decision-maker executives
- Conduct in-person client meetings to introduce DLC services and identify client needs
- Source deal opportunities through skill marketing, networking, and prospect meetings
- Qualify opportunities and build stakeholder relationships
- Attend and participate in consultant interviews
- Attend pre-engagement meetings and help close projects and scopes of work
- Debrief potential projects with consultants and coach engagement performance
- Develop, foster, and expand client relationships and accounts
- Create market-expansion activities and campaigns
- Partner with Client Services and Business Development Associate teams
- Manage CRM tasks, deal activity, meeting notes, follow-ups, prospect entry, and data integrity
- Coordinate deal-flip activity and cross-referrals with sister brands
- Attend networking events to increase sales penetration and build prospect relationships
- Support sales-team administrative tasks and follow-ups
Requirements
What you’ll need- Formal Finance and/or Accounting degree from an accredited four-year university
- Strong business development track record within the professional services / consulting sector
- Successful business development / sales career track record selling within professional services or accounting, finance, or technology consulting
- Experience driving revenue, deal pursuit, account management, and cross-functional collaboration
- Ability to leverage current-client networks and target-account databases to build and foster relationships
- Minimum 7–10 years of experience selling professional services
- Experience selling to C-Suite
- Familiarity with Claude, OpenAI, and ChatGPT
- Bachelor's degree in accounting or finance preferred, but not required
- CPA and/or MBA preferred, but not required
Benefits
Comp & perks- No cap commission
- Health insurance
- Dental insurance
- Vision insurance
- Life insurance
- Long-term disability insurance
- 401(k) matching
- Continuing education
- Robust training and onboarding
- Career investment
- Learning and development opportunities