Business Development Director

Baker Tilly is a leading advisory tax and assurance firm providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the worlds leading financial centers New York London San Francisco Los Angeles Chicago and Boston. Baker Tilly Advisory Group LP and Baker Tilly US LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws regulations and professional standards. Baker Tilly US LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group LP and Baker Tilly US LLP trading as Baker Tilly are independent members of Baker Tilly International a worldwide network of independent accounting and business advisory firms in 141 territories with 43000 professionals and a combined worldwide revenue of $5.2 billion. join the conversation onLinkedInFacebookandInstagram.

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The Business Development Director at Baker Tilly is a senior-level strategic role focused on accelerating growth across the firms Tax Assurance and Consulting practices. This leader is directly responsible for identifying and developing new business opportunities within Higher Education and Not for Profit sectors nationally while building managing and expanding strong client position will also have a focus on our Digital Services line of solutions.

The Director also partners with senior management to help shape the strategic direction of the Higher Education and Not for Profit sectors by identifying and communicating market trends emerging opportunities potential new service lines and regulatory drivers. This role is critical to the continued growth and success of Baker Tillys Higher Education and Not for Profit Tax Assurance and Consulting practices.

Responsibilities:

• This is a national coverage role.

• Understand key industry service offerings and confidently communicate their application across the Higer Ed and Not For Profit ecosystem to a diverse group of stakeholders.

• Serve as Value Architect and enable/facilitate Value Architect behaviors-activities

• Generate a client facing pipeline & manage/lead/participate in client pursuits (i.e. client discovery presentations proposal (pursuit) strategy proposal development).

• Develop a sales plan for the assigned territory and report weekly on progress against that plan to senior management.

• Utilize a broad array of sales techniques and approaches to identify Higher Education and Not for Profit opportunities nationally consistent with Baker Tillys core competencies. Approaches may include but are not limited to cold-calling client visits client entertainment email campaigns attendance as conferences/tradeshows and speaking engagements. Has broad latitude for determining approaches that are effective in his/her territory.

• Identify and leverage support needed to fully understand client needs represent Baker Tilly and close deals i.e. technical support for calls recruiting support executive support marketing support.

• Maintain and grow relationships with existing clients by maintaining regular and open communications. Ensure standards of performance are being met by assigned consultants and satisfaction level of client. Troubleshoot issues should they arise.

• Advise senior management on trends/shifts in Higher Education and Not For Profit IT (i.e. products tools pricing federal requirements) that may impact companys future direction or consulting offerings.

• Negotiate service agreements and statements of work with clients.

• Maintain strict compliance with CRM (Salesforce) requirements by consistently documenting opportunity notes and all related activities and keeping an accurate up-to-date pipeline of qualified opportunities in accordance with firm protocols.

  • Salesforce is a record of the teams level of activity and successes and is routinely reviewed by senior management. As the company grows the potential exists for territories to be realigned. Your input into Salesforce is the foundation upon which any successor will begin.

• Provide weekly sales updates to senior management.

• Be a good steward of Baker Tilly financial resources when planning sales trips and entertaining clients (i.e. booking more than one client visit for a trip obtaining competitive rates for travel by planning in advance).

• Ensure client satisfaction on each and every engagement.

• Maintain knowledge of Baker Tillys core competencies consultants and project history to appropriately represent Baker Tilly in communications with clients/prospective clients.

• Follow Higher Education and Not For Profit trends key clients and prospective clients in the news and social media to identify opportunities and to further develop and maintain overall acumen of the industry tax assurance and consulting/digital solutions.

• To represent Baker Tilly in sales meetings/conferences/tradeshows/user group meetings.

• To negotiate service agreements and statements of work including pricing structure and hourly rates with clients and prospective clients.

Qualifications:

• Bachelors degree preferred or equivalent years of experience in lieu of a degree.

• 10 years of experience in Higher Education and/or Not for Profit focused industries required

• Experience selling Digital Services to Higher Education and/or Not For Profit focused industries required

• Understanding of clients operating environments and back-office technologies like CRM SIS (Student Information System) ERP HCM Analytics etc.

• Experience working with Alliance/Channel partners preferred

• Strong rolodex of connections in these industries required

• Experience selling tax assurance and/or consulting services within Higher Ed and NFP preferred

• Excellent sales skills and a proven track record of achieving KPIs

• Strong interpersonal skills and an ability to build rapport with internal Partners Senior Management and stakeholders of varying levels/experience

• Driven and ambitious individual with a strong desire to succeed

• Eligibility to work in the U.S. without sponsorship required

• Ability to travel up to 50% as needed

The pay rate range for this job position is $199990 to $303310. Actual compensation is influenced by a variety of relevant factors including but not limited to applicants skills prior experience qualifications degrees professional certifications work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

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