Facilitates quarterly meeting with Practice Leaders to design, implement and report on the BD plan
Sends business development plan, goals and progress report to direct supervisor
Upon completion of the prospect targeting onboarding program, generates opportunities with targeted prospects through agreed upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsorships referral development, and other lead generation programs as defined in the office/industry business development plan
Monitors and reports on the results of all lead generation programs for assigned office/industry
Leverages national marketing and sales programs as available and follows available consistency guidelines, including telemarketing processes, lead generation activities, firm brochures, proposal templates and pipeline reports and processes
Qualifies opportunities and builds relationships with key executives and stakeholders in support of the growth of the office business lines and industries
Participates in the sales and proposal processes, as needed, including developing and managing the pursuit strategy, planning for and attending, when appropriate, pursuit meetings with mid-to-senior level financial executives, and providing proposal/presentation strategy and support
Understands how to work with BDO’s sales channels – for example with Alliance Firms and coordinates with International firms as appropriate on opportunities as they arise
Produces a pursuit/pipeline report for assigned office and reviews the pursuit/pipeline report with the direct supervisor monthly and Practice Leaders a minimum of quarterly
Facilitates a monthly sales pipeline meeting in assigned office/industry with the Practice Leaders and principals who have current sales opportunities
Develops and executes “go to market” strategy according to agreed upon plan and collaborates with client service professionals to help ensure sales success
Contributes business development thought leadership, tools and resources to the broader national Business Development Services community
Facilitates annual principal’s Business Development meeting
Promotes use of CRM as an integral part of the Business Development process by setting an example as a proficient user
Implements and maintains industry group programs as defined for the market
Participates in key account management programs as defined by the office Business Development plan
Completes all reporting requirements on new sales, pipeline reports, sales call statistics and maintenance of CRM system
Discusses staffing recommendations (new hires, terminations) with the direct supervisor, Practice Leaders, and National BDS
Achieves Annual Revenue goals
Other duties as required
Supervisory Responsibilities
Supervises local team of business development support professionals, where applicable by office, in collaboration with direct supervisor and Practice Leaders to perform specific marketing and sales support activities outlined in the office BD plan
Tracks performance of business development support professionals and reports progress to the Practice Leaders and direct supervisor on a quarterly basis
Conducts annual performance reviews for business development support professionals with input from the direct supervisor, Practice Leaders, and National BDS
Develops performance goals for each business development support professional with input from the business development support professional, the direct supervisor and Practice Leaders
Serves as a coach/mentor, supporting the career development of BD support professionals in the local office
Qualifications, Knowledge, Skills and Abilities
Education
Bachelor’s degree in Business Administration, Marketing and Five (5) or more years of business development experience in a professional services environment or industry relevant firm, required; OR
Seven (7) or more years of business development experience in a professional services environment or industry relevant firm with a High School Diploma/GED, required
Experience
Experience developing business relationships with C-level executives (CEOs, CFOs, Board of directors, etc.) and referral sources (attorneys, bankers, etc.), required
Prior experience working in professional services direct sales industry or in development role at financial services firms, including but not limited to experience with accounting firms, investment banking or private equity firms, personnel recruiting, business journals sales, financial consulting, business advisory services and/or banking industry, preferred
Software
Proficient in the use of Microsoft Office Suite, required
Experience with client relationship management (CRM), required
Microsoft Dynamics, preferred
Other Knowledge, Skills & Abilities
Knowledge in the development, management and execution of sales and BD planning, lead generation, pipeline management, account planning, sales strategy and development
Ability to understand compensation incentive plans and strive to achieve revenue goals
Able to understands Business Development (BD) metrics and strive to achieve them
Ability to thoughtfully and positively influence, lead, and manage change
Capable of leading and managing a local team of people to accomplish desired results
Strong business acumen with an ability to understand and communicate BDO's business, marketplace and value proposition
Knowledge of contact management software including updating, maintenance and list generation
Excellent project management skills
Ability to work in a demanding, deadline-driven environment and handle multiple projects simultaneously
Excellent verbal and written communication as well as presentation skills
Ability to travel to participate in events or sales calls or attend regional or national meetings, as necessary
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.
National Range: $150,000 - $180,000
Maryland Range: $150,000 - $180,000
NYC/Long Island/Westchester Range: $150,000 - $180,000
