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Client Development Director

Engineered Advisory

West Palm Beach, FL(remote)

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JOB DETAILS
LOCATION
West Palm Beach, FL
POSTED
21 days ago

This is a remote position.

Basic Function:

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.

 

Positions 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, 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 ETS company-wide ZOHO guidelines.

•              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.

•              Build trusted relationships with clients and decision-makers that drive repeat business and referrals.

•              Constantly assess, clarify, and validate customer growth needs on an ongoing basis



Requirements

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/                      Associate's degree (A.A.) or equivalent from two-year college or technical school; or

Certification:               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

                                                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




Benefits

Medical, Dental, Vision, Basic Life, Vol Life, STD, LTD, Accident, Critical Illness, Hospital Indemnity, Pet, FSA, HSA, 401k, PTO, and much more!

About the Company

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Engineered Advisory