Senior Manager, Business Development

Referral Details

We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process: After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization. Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with questions or additional information to ensure a seamless and effective referral experience. Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.

If you would like to read more about referral bonus eligibility, please visit InSite: https://wipflillp.sharepoint.com/sites/WipfliAssociateHandbook/SitePages/Associate-Referral-Bonus-Program.aspx

Responsibilities

Essential Responsibilities: - Demonstrated ability to develop and execute an industry growth plan for Financial Services and associated sub-verticals into sales tactics within the context of the firm’s growth strategy. - Assists in the success of his/her direct reports; manages direct reports in identifying target lists, driving opportunities from lead generation/lead qualification to close according to Wipfli’s Sales Methodology. - Identify and pursue new business across multiple service areas, including consulting, technology, and accounting solutions. - Manage the coordination and collaboration between business developers and professionals during the sales process including guidance of the Opportunity Pursuit Team. - Be a role model for his/her team in integrating with the industry groups to establish productive working relationships. - Build and maintain relationships with executives, referral sources, and key stakeholders to generate new opportunities. - Represent Wipfli at conferences, networking events, and community engagements to enhance brand visibility. - Activate sales channels and marketing campaigns to nurture leads and convert them into opportunities. - Has direct bookings responsibility for the sales staff directly reporting to him/her. - Responsible for reaching a personal bookings target while adhering to the Wipfli Sales Methodology. - Provide regular updates on pipeline status, performance metrics, and progress toward growth goals.

Knowledge, Skills and Abilities

Required Qualifications: - Bachelor’s Degree in Sales, Marketing, Accounting, Finance, Business, or related field. - 10+ years’ progressive sales experience using a solution-oriented, consultative approach with at least 5 years in a professional services firm. - 5+ years proven success managing and scaling Business Development teams, driving consistent pipeline growth and bookings attainment. - Track record of personal bookings attainment that meets and exceeds sales goals. - Experience developing executive-level relationships and selling complex solutions to organizations with $15M–$500M in revenue. - Established network of C-suite and senior decision-makers, with ability to leverage relationships for strategic growth. - Exhibit strong technical product knowledge of professional services including assurance, tax, and consulting services. - Strong business acumen with ability to navigate complex sales cycles and influence at the highest levels of client organizations. Preferred Qualifications: - Master of Business Administration. - Active business community involvement. - Prior experience selling Salesforce Financial Services Cloud, Creatio, BUSINESSNEXT or other Financial Services CRM systems a plus. Benjamin Dzanic, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect!    #LI-Hybrid #LI-BD1

Additional Details

Additional Details:   Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.   Wipfli is commit