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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 with a focus on client engagement, relationship building, and customized solution delivery. Proficient in utilizing CRM and document management systems to enhance sales processes and maintain client relationships.
Highest-signal resume keywords
Business Development ExperienceClient Relationship ManagementCRM ProficiencyMicrosoft Office SuiteDocument Management Systems
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 DevelopmentSales StrategyProposal DevelopmentClient EngagementMarket Research
Soft Skills
Verbal CommunicationWritten CommunicationPeople-Oriented ApproachMulti-TaskingUrgency Under Pressure
Tools & Technologies
SalesforceMicrosoft SharePointGoogle DriveDropboxERP Systems
Certifications & Qualifications
Bachelor's DegreeValid Driver's License
Industry Keywords
Client Service PrinciplesBusiness Development MeetingsTax IssuesOperational ImprovementCold Calling
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 existing client relationships
- Research, initiate, and develop new business relationships with qualified prospects
- Partner with Client Services Directors and Principal on business development pursuits
- 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
- Understand business issues and commercial drivers, and recognize operational improvement, risks, and re-engineering opportunities
- Provide limited supervision for the Business Development Department, including training employees, assigning work, and checking work
- Assist with other projects and duties as needed
Requirements
What you’ll need- Bachelor’s degree with 5+ years of experience including Business Development
- Strong business development experience
- Strong verbal and written communication skills
- Professional demeanor and 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
- Proficiency in 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 for entering time and billing information, such as Workday, PeopleSoft, Oracle, or SAP
- CRM experience in entering, reviewing, and reporting sales information, such as Salesforce, Microsoft Dynamics, OnContact, or NetSuite
- Valid driver’s license required
- Independent travel requirement: 50%+
Benefits
Comp & perks- Hybrid Work Options
- 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