Business Development Director

Job Summary:

Under the direction of the Business Development Market Leader or Business Development Managing Director, and in collaboration with the Practice Leaders and the Chief Business Development Officer, the Director, Business Development will be responsible for achieving local office and/or industry revenue goals by building market presence and identifying and helping pursue new business opportunities in line with firm, regional, local office, and industry business strategies.  

In addition, this role collaborates with the marketing department and will be responsible, along with their Practice Leaders and local principals for setting local office and/or industry business development strategy and development of the office level business plan.

Job Duties:

Develops and executes office/industry business development plan in conjunction with the Practice Leaders, industry leaders, principals and assigned direct supervisor by:

Works with the Practice Leaders and Industry Leaders to segment office-specific target markets and target clients in alignment with business line and industry guidelines, where available

Identifies markets and business development activities needed to drive opportunities and defines cross-selling and key account programs for their office

Develops the office level or industry business plan in alignment with the Firm’s strategy

Collaborates with principals on all Business Development plans and activities

Facilitates quarterly meeting with Practice Leaders to design, implement and report on the BD plan Sends business development plan, goals and progress report to direct supervisor

Upon completion of the prospect targeting onboarding program, generates opportunities with targeted prospects through agreed upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsor ships referral development, and other lead generation programs as defined in the office/industry business development plan Monitors and reports on the results of all lead generation programs for assigned office/industry

Leverages national marketing and sales programs as available and follows available consistency guidelines, including telemarketing processes, lead generation activities, firm brochures, proposal templates and pipeline reports and processes

Qualifies opportunities and builds relationships with key executives and stakeholders in support of the growth of the office business lines and industries

Participates in the sales and proposal processes, as needed, including developing and managing the pursuit strategy, planning for and attending, when appropriate, pursuit meetings with mid-to-senior level financial executives, and providing proposal/presentation strategy and support Understands how to work with BDO’s sales channels – for example with Alliance Firms and coordinates with International firms as appropriate on opportunities as they arise

Produces a pursuit/pipeline report for assigned office and reviews the pursuit/pipeline report with the direct supervisor monthly and Practice Leaders a minimum of quarterly

Facilitates a monthly sales pipeline meeting in assigned office/industry with the Practice Leaders and principals who have current sales opportunities

Develops and executes “go to market” strategy according to agreed upon plan and collaborates with client service professionals to help ensure sales success

Contributes business development thought leadership, tools and resources to the broader national Business Development Services community

Facilitates annual principal’s Business Development meeting

Promotes use of CRM as an integral part of the Business Development process by…