Business Development Manager

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: - Assists in the success of his/her direct reports; manages direct reports in identifying target lists, driving opportunities through sales process from lead generation/lead qualification to close according to Wipfli’s Sales Methodology. - Assists in coordinating the collaboration between business developers and professionals during the sales process including guidance of the Opportunity Pursuit Team. - Serves as a role model for his/her team in integrating with the industry/geography groups of professionals to establish productive working relationships. - Previous sales/business development and financial services industry experience required, including experience selling into banks, fintechs, payment providers and more - Has direct s responsibility for the sales staff directly reporting to him/. - Responsible for reaching a personal bookings target through origination of their own leads while adhering to the Wipfli Sales Methodology. - Has demonstrated ability to translate a growth/marketing plan into sales tactics within the context of the firm’s growth strategy. - Understands and conforms to reporting guidelines including, but not limited to forecasting and pipeline reporting. - Leverage modern revenue/sales technology and systems to help the team achieve/exceed bookings targets. - Drives the growth culture in the Firm. - Expected to understand and sell the full suite of Wipfli Services based on the needs of the client.

Knowledge, Skills and Abilities

Required Qualifications: - Bachelor’s Degree in Sales, Marketing, Accounting, Finance, Business, or related field. - 10+ years’ experience in professional sales using a solution-oriented, consultative approach that uncovers broad business and strategic issues with at least 5 years in a professional services environment. - Track record of individual and team bookings attainment that meets and exceeds sales goals. - Experience selling into banks, credit unions, fintechs, and payment providers. - Previous successful experience in managing Business Development teams selling a suite of offerings. - Experience with client accounts of $10M to $1B in revenue. - Exhibit strong technical product knowledge of Wipfli’s core services including assurance, tax, and consulting services. - Active network of relevant C-suite contacts in focus industry. - Demonstrated success in securing net new logo’s through their and prospecting activity. Preferred Qualifications: - Master of Business Administration. - Active business community involvement. - Experience in a Big-Four (or equivalent) professional/financial services firm. 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 committed to providing reasonable accommodations for people with disabilities. If you require a reasonable