Director of Business Development (Houston)

We are seeking an ambitious and experienced Business Development Executive to join our team. The ideal candidate will have a strong background in professional services sales and will be responsible for expanding our client base and fostering relationships with existing clients within a geographical area. This role offers an exciting opportunity to contribute to the growth of our business by delivering our unique tax, audit and advisory solutions to mid-market companies in the Houston area.

This is a hybrid role, and will work out of our Houston office 3 days per week.

Key Responsibilities:

• Client Acquisition and Relationship Management:

  • Identify and engage prospective new clients that can benefit from our tax, audit and advisory services.

  • Cultivate and maintain strong, long-lasting relationships with existing clients, understand their evolving needs and ensure satisfaction with our services.

  • Serve as the primary liaison between clients and our internal teams, addressing inquiries and facilitating communication.

• Sales Strategy and Execution:

  • Develop and implement strategic sales plans to meet and exceed revenue goals.

  • Conduct thorough market research to identify trends and opportunities within the asset management sector.

  • Prepare and deliver compelling sales presentations and proposals tailored to the unique needs of each client.

• Collaboration and Coordination:

  • Work closely with our service lines to gain a deep understanding of our service offerings and client solutions.

  • Collaborate with the marketing team to develop targeted campaigns and promotional materials.

  • Coordinate with internal teams to ensure the seamless delivery of services and high client satisfaction.

• Reporting and Analysis:

  • Maintain detailed records of sales activities and client interactions using CRM software.

  • Prepare regular reports on sales performance, market trends, and client feedback.

  • Analyze sales data to identify areas for improvement and new growth opportunities.

Qualifications:

• Strong understanding of tax and audit processes and/or complimentary professional services and their relevance to asset management and investors. Bachelor’s degree preferably in Business, Finance, Accounting, or a related field.

• Proven experience (10+ years) in sales within the financial and/or professional services sector, preferably focused on asset management or alternative investments.

• Familiarity with research tools (such as ZoomInfo) and strategies used in building strategic targets

• Professional and effective lead generation and prospecting skills

• Experience with canvassing, cold calling and networking to meet goals within a region or industry

• Mature understanding of the lifecycle of a business such as how they are funded, to developing new products, to streamlining processes etc.

• Oral presentation skills

• Basic familiarity with proposal responses and content positioning and strategy

• Excellent technology skills with solid experience in Microsoft Office: PowerPoint, Excel, Word and Outlook. Advanced Excel skills preferred. Experience tracking leads and activity in a CRM system (MS Dynamics experience a plus but not required)

• Experience with solution selling into the decision makers at asset managers and investors

• Proven track record of exceeding sales quotas and new business initiation goals

• Excellent listening and verbal communication skills.

• Strong organizational and analytical skills.

• Ability to effectively and efficiently prioritize and respond to inquiries from clients, co-workers, supervisor, and/or management.

• Experience with attending industry functions, such as association events and conferences, and the ability to provide feedback and information on market and creative trends. Ability to travel 50% of the time.

What you can expect from us:

• Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect

• The opportunity to innovate and do work that motivates and engages you

• A collaborative environment focused on enabling you to further your career growth and continuous professional development

• Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing

• Flexibility to do impactful work and the time to enjoy your life outside of work