Director of Business Development; Boston

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 Boston region.

• 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.

• 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 Zoom Info) 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.

• 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.
• Opportunities to connect and learn from professionals from different backgrounds and with different cultures.

Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws.