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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong business development capabilities, including client engagement, relationship building, and strategic sales initiatives. Proficient in utilizing CRM and document management systems to enhance operational efficiency and drive sales growth.
Highest-signal resume keywords
Business Development ExperienceVerbal And Written Communication SkillsCRM ExperienceMicrosoft Office Suite ProficiencyClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business DevelopmentCRM SystemsDocument Management SystemsSales ReportingProposal Development
Soft Skills
People-Oriented ApproachAbility To Multi-TaskProfessional DemeanorUrgency Under PressureWillingness To Accept Direction
Tools & Technologies
SalesforceMicrosoft SharePointGoogle DriveDropboxERP Systems
Certifications & Qualifications
Bachelor's DegreeValid Driver's License
Industry Keywords
Client ServicesBusiness Development MeetingsEngagement LettersService DeliveryTax Issues
Tech Stack
Tools & technologiesERPOracleSFDC
About the role
Key responsibilities & impact- Communicate the Firm’s vision and capabilities to the marketplace
- Engage clients and prospects consultatively to provide customized solutions
- Expand and cross-sell within client relationships
- Research, initiate, and develop new business relationships by targeting qualified prospects
- Partner with a small team of Client Services Directors and Principal
- Assist with business development pursuits involving existing clients and prospects
- Meet with prospects and clients regarding potential engagements
- Identify, research, and pursue prospects and clients to generate new business
- Make cold calls and maintain contact through telephone and email
- Build and maintain key prospect and client relationships
- Attend local and national business development meetings
- Develop responses to engagement letters, MSAs, agreements, and proposals
- Maintain a deep understanding of the Firm’s service offerings and alliance partners’ products and service lines
- Use Internet tools such as OneSource to uncover opportunities
- Monitor timely service delivery and adherence to Client Service Principles
- Anticipate client issues and needs proactively
- Maintain entries in the Prospect Register and/or Salesforce.com
- Coordinate sales efforts and joint-selling activities with Client Services and Service Delivery teams
- Stay current on tax issues that may create sales opportunities
- Generate documentation to assist in deal closing, including presentations and engagement letters
- Understand business issues and commercial drivers, and recognize operational improvement, risk, and re-engineering opportunities
- Assist with other projects and duties as needed
- Provide limited supervision for the Business Development Department, including training employees, assigning work, and checking work for accuracy and completeness
Requirements
What you’ll need- Strong business development experience
- Strong verbal and written communication skills
- Professional demeanor
- People-oriented approach
- Ability to multi-task within a business development team, work with urgency under pressure, and prioritize effectively
- Willingness to accept direction and instruction
- Bachelor’s degree with 5+ years of experience including Business Development
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, etc.)
- Experience with document management systems such as Microsoft SharePoint, Google Drive, Dropbox, or eFileCabinet
- Experience with ERP systems such as Workday, PeopleSoft, Oracle, or SAP
- CRM experience in entering, reviewing, and reporting sales information, using systems such as Salesforce, Microsoft Dynamics, OnContact, or NetSuite
- Valid driver’s license required
- Independent travel requirement: 50%+
Benefits
Comp & perks- Hybrid Work Options
- Award-Winning Culture
- Generous Personal Time Off (PTO) Benefits
- 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
- Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
- Benefits Eligibility Effective Day One
- 401K with Employer Match
- Tuition Reimbursement After One Year of Service
- Fertility Assistance Program
- Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service