Business Development Consultant (Finance & Tax)

JOB TITLE:  Business Development Consultant (Finance & Tax)

DEPARTMENT:  Sales and Marketing

ESOP Partners, Inc. is a third party administration and consulting firm with the mission to provide a liquid business transition solution for owners of closely-held businesses to establish, maintain and sustain an employee stock ownership plan (ESOP) while maximizing the financial and many other benefits of being an ESOP company through the establishment of a strong employee ownership culture.

General Job Description

The Business Development Consultant is responsible for supporting the company’s sales goals through consultative sales techniques and great customer service, maintaining quality relations with existing accounts, and obtaining new business clients. 

Essential Duties and Responsibilities

• Proactively builds and maintains referral based relationships with business advisors inside and outside of the ESOP industry. 
• Educates potential clients on financial and tax implications of Employee Ownership.
• Develops maximum sales potential through competitive consultative sales techniques and knowledge of the company’s products and services as well as the competition’s strengths and weaknesses.
• Builds and maintains quality relations with existing assigned accounts and increases account base and volume of sales on a consistent basis.
• Contacts customers via telephone, email correspondence, social media, or in person by traveling as frequently as necessary to meet and surpass profitable sales goals for the company.
• Utilizes company leads to expand current client base and follows up on all leads promptly.
• Assesses quality of offerings and identifies additional value-added services for prospects and current clients.
• Creates customized proposals to meet specific client requirements in an efficient manner.
• Stays abreast of market conditions regarding products, product updates, service offerings, and new technologies through available resources.
• Offers suggestions on marketing techniques to increase ESOP Partners awareness.
• Maintains updated, organized files and CRM notes on all accounts.
• Completes and submits weekly sales reports on account activity, outstanding proposals, proposals secured, and proposals lost with complete documentation.
• Accountable to present an annual sales budget to management for approval.  An established approval process will be followed should the budget need to be adjusted throughout the year.
• Assist in the collection of aging account balances; commissions will only be paid on revenue collected on client balances.
• Ability to understand and analyze financial statements.

ESOP Partners Core Values

Put the Customer First, Period

We define a customer as an internal employee-owner and/or the client we are servicing through consulting or administration. Set and manage the expectations upfront and respond to these needs efficiently and effectively.

Get Things Done

Keep our promise to our customers by capturing, clarifying, organizing, reflecting, and just simply doing what needs to be done. 

Demonstrate Professional Skepticism

Have a questioning mind that listens to the solution and looks for opportunities to improve and advance the outcome.

Exhibit Mental Strength

Exhibit the fortitude and resilience to get through the challenges and changes we all face.  Know your limits and respect boundaries. Be able to give and accept feedback and grow from that feedback. Remain in control under pressure. Do not let emotion dominate your logic. 

Have Fun

Be comfortable enough to be yourself and respect those you work with through collaboration and comradery. Create a culture of enjoyment and excitement with your fellow employee-owners. Celebrate our differences.

Communicate Responsibly and Confidently

Present a response that properly manages an identified issue and respects the perspective of all stakeholders. Use finesse in messaging to create a win / win situation for all parties.

This position also requires a good working knowledge of computer software applications, up to and including Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Teams, and Dynamics 365. Employees will be expected to learn ESOP Partners’ proprietary software: ESOP Revolution.

Qualifications

Knowledge and Skills:

• Oral Communication Skills
• Negotiations
• Written Communication Skills
• Professionalism
• Customer Relations
• Presentation
• Customer Service
• Time Management
• Business Management
• Closing Techniques
• Financial Acumen
• Continuing ESOP Education

Education/Experience:

• Associate degree in business, marketing, management, or another related field. Bachelor’s degree preferred.

• Minimum of 5 years of sales and marketing experience.

Certifications/Licenses:

• Valid Driver’s License