RI
BDR Manager building outbound sales team for AI - native ERP finance startup. Leading strategy and execution in a high - growth, fast - paced environment.
About the role
- Communicate the Firm’s vision and capabilities to the marketplace and engage clients and prospects consultatively
- Expand and cross-sell within client relationships and pursue new business relationships and qualified prospects
- Manage CPA Channel Partners and related clients within assigned region/territory
- Develop and execute strategic engagement initiatives with CPA firms to drive referrals and revenue opportunities
- Work closely with Client Services and Service Delivery teams to assist with business development pursuits
- Meet with prospects and clients, attend business development meetings locally and nationally to generate leads
- Develop responses to requests for engagement letters, MSAs, agreements, and proposals and generate deal-closing documentation
- Monitor client satisfaction, ensure timely service delivery and adherence to Client Service Principles
- Track CPA engagement activities and referral outcomes in the Firm’s CRM and analyze referral trends
- Support CPA-focused marketing campaigns, event planning, and educational content; plan/host CPE trainings or VIP events
- Stay current on tax issues to identify sales opportunities and assist with other projects as needed
Requirements
- Bachelor’s degree
- 5+ years of experience in Business Development and/or Sales
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Experience with Document Management Systems (Microsoft SharePoint, Google Drive, Dropbox, eFileCabinet)
- CRM experience (Salesforce, Microsoft Dynamics, OnContact, NetSuite)
- Valid driver’s license required
- Applicants must have US work authorization that does not require sponsorship
- Must be based in or near Irvine, CA, Chicago, IL, or Bellevue, WA and report to the office twice a week
- Willingness to travel: overnight travel up to 15% and regional/local travel roughly 40% (typically 2 days/week)
- Strong business development experience and professional demeanor
- Ability to make cold calls and maintain contact via phone, email, and professional networks
Benefits
- Hybrid Work Options
- Award-Winning Culture
- Generous Personal Time Off (PTO)
- 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
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