Job Title: Client Development Director
Job Summary:Â
Achieve maximum sales profitability, growth and account penetration for both new prospects as well as current accounts and earn new business opportunities by offering unique and comprehensive solutions for clients throughout their portfolio. Personally contact and secure new business accounts.
Position Intention:
A Business Development Director drives the growth and expansion of a company. This role involves identifying new business opportunities, building and maintaining strong relationships both internally and externally.
Principal Responsibilities:
• Maintain professional and technical knowledge by reviewing professional publications, establishing personal networks, and participating in professional societies.
• Make telephone calls and in-person visits and presentations to existing and prospective clients.
• Actively market through tax planning sessions, newsletters, websites and follow up calls.
• Prepare co-op or rebranded marketing material to assist in business development opportunities.
• Develop clear and effective written proposals
• Monitor and report on weekly activity. Reports can include client/prospect needs, problems, interests, competitive activities, and potential for new services.
• Conduct “team selling” strategies when appropriate.
• Prepare a market analysis to help identify prospective clients.
• Participate in trade shows and conventions.
• Manage and update all leads & accounts in ZOHO (CRM) by following companywide ZOHO guidelines.
• Establish a strategic relationship with customers and key executive decision makers
• Constantly assess, clarify, and validate customer growth needs on an ongoing basis
• Consistently generate and progress qualified leads through outbound activity, meetings, and follow-up.
• Move opportunities forward by clearly identifying client needs, supporting proposals, and collaborating on team selling efforts.
• Maintain accurate CRM data and provide timely activity and pipeline reporting in Zoho.
• Build trusted relationships with clients and decision-makers that drive repeat business and referrals.
Geographic Region: Nationwide in accordance with our ZOHO Guidelines.
Skills and Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Proven track record of hitting sales goals and delivering great solutions for your client base
• Proven experience in active sales & successful track record of closing new deals
• Strategic thinking in respect to the market and client needs
• Strong skills in building relationships and client-orientated attitude
• Excel at building relationships internally and externally to drive incremental business, value, and revenue
• Strong business acumen, as well as technical aptitude • Strong emotional intelligence and critical thinking
Required Skills: Customer Service, Meeting Sales Goals, Closing Skills, Prospecting Skills, Negotiation, Self-Confidence, Product Knowledge, Presentation Skills, Client Relationships, Motivation for Sales. Interpersonal and soft skills that motivate trust, teamwork, and transparency.
Education/Certifications: Associate’s degree (A.A.) or equivalent from two-year college or technical school; or Five (5) to Seven (7) years related experience and/or training; or equivalent combination of education and experience.
Language Skills: Ability to write reports, business correspondence and clearly communicate with clients and internal staff Ability to effectively present information and respond to questions from managers, clients, customers, and the general public.
Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. The ability to interpret a variety of instructions furnished in written, oral, or schedule form.
Computer Skills: To perform this job successfully, an individual should have knowledge of sales software; Excel; Microsoft Word, Outlook
Physical Demands and Work Environment: The physical demands and office work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Demands: While performing the duties of this job, the employee is required to sit, talk, and hear. The employee is required to sit for extended periods of time; reach with hands and arms. Because this job is performed in a home office work environment, it is the employee’s responsibility to create a workspace that will not promote injuries to the body; such as, back, wrist, neck, eyes, etc.