Sales/Business Development (seeking Manager-Director)

Job Summary

As a Business Development Manager, you will be responsible for identifying and pursuing new business opportunities, fostering client relationships, and contributing to the overall growth and success of the practice.

Job Description

Client Acquisition:

• Develop and implement strategies to attract new clients to the CPA firm
• Build and maintain a pipeline of potential clients through networking and outreach
  
  

Relationship Management

• Cultivate and maintain strong relationships with existing clients
• Act as a liaison between clients and the firm, ensuring client satisfaction and addressing concerns
  
  

Collaboration With Teams

• Work closely with partners, senior management, and service teams to align business development efforts with the firm's overall goals
  
  

Cross-selling Services

• Identify opportunities to cross-sell additional services to existing clients
• Collaborate with service teams to maximize client engagement and satisfaction
  
  

Market Research And Analysis

• Conduct market research to identify potential clients and industry trends
• Analyze competitor strategies and market dynamics to identify areas for growth
  
  

Proposal Support

• Collaborate with partners and senior management to create compelling proposals for potential clients
• Customize proposals based on client needs and the firm's service offerings
  
  

Networking And Business Events

• Represent the CPA firm at industry events, conferences, and networking functions
• Develop and maintain a professional network to generate business leads
  
  

Sales Reporting And Analysis

• Track and report on sales performance and business development activities
• Analyze data to assess the effectiveness of strategies and make recommendations for improvement
  
  

Supervisory Responsibilities

• Will supervise subordinate team members
  
  

Work environment

• There is an expectation to spend time with the prospect and/or client in accordance with specified needs
• Time may be spent in both the Firm’s office environment and/or the prospect/client premises where conditions may vary
• The volume and predictability of work may vary with prospect/client demands; may be subject to on-call requests with short notice and work hours exceeding 40 per week
  

Physical demands

• May involve prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
• The ability to transport necessary equipment between locations; this requires the ability to lift issued equipment such as laptops, backpacks, keyboards, note-taking materials, bending or standing as necessary
  
  

Travel Required

• Travel may be frequent and unpredictable, depending upon prospect’s/client’s needs
  
  

Required Education And Experience

• Bachelor’s degree or equivalent experience in business development, sales, or related role
• Strong understanding of accounting and finance principles
• Excellent communication and interpersonal skills
• Ability to build and maintain client relationships
• Proven track record of meeting and exceeding sales targets
  
  

Preferred Education And Experience

• Proven experiences in business development, sales, or related role within the CPA or financial services industry
  
  

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

Promotion Criteria

Promotion eligibility is determined by your review group and Managing Director at the beginning of each review year in preparation for that year’s goal setting

• Meeting or exceeding expectations of all key responsibilities of a Business Development Manager
• A record of seeking, accepting, and performing assignments of progressively increasing difficulty and responsibility
• Successful completion of firm and personal development goals agreed upon with your Manager
• Personal development goals are derived from the Career Development Framework
  

Note: Promotion eligibility does not guarantee promotion, and other factors, such as role availability, could impact promotion decisions

Who We Are

READY TO DELIVER

We take pride in our ability to combine local knowledge with national, regional, and international skills to provide you and your organization with the best resources possible. We harness the power of our network to empower you to achieve your goals, and to ensure we meet or exceed your expectations and objectives. UHY professionals get to know your business inside and out, and work with a solid understanding of what you need to succeed. Our dedication to delivering top-quality client service guides our every move.

A LEGACY OF COMMITMENT, GROWTH AND SERVICE

We know what we’re doing. We have deep roots in spotting and nurturing growth opportunities that goes back decades. Today, we are a global provider of exceptional service and part of one of the largest accounting, tax and consulting networks in the world. We’re dedicated to serving clients ranging from the dynamic middle-market to Fortune 500 companies. We believe that having a strong entrepreneurial mindset is key to growth, and we bring that mindset to every client experience.

AN ALTERNATIVE PRACTICE STRUCTURE TO BETTER SERVE YOU

A licensed CPA firm, UHY LLP offers audit and other attest services to public and private companies. UHY Advisors provides tax and consulting services, to a variety of business sectors.

What We Offer

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

Attrative Compensation Packages

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.