Client Acquisition:
Develop and implement strategies to attract new clients
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 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
8+ years of relevant experience
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.
UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE 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.