Director of Business Development

BAO Consulting Group

  • Dallas, Texas
  • 30+ days ago

    Highlights

    BAO Consulting Group is seeking a Director of Business Development to own and grow a pipeline of middle-market and PE-backed clients across our CFO advisory and finance transformation service lines. Identify, qualify, and pursue net new client opportunities across target segments: PE-backed portfolio companies, founder-owned businesses, and middle-market CFO organizations.

    Numbers & Facts

    LocationDallas, Texas

    Description

    About the role
    BAO Consulting Group is seeking a Director of Business Development to own and grow a pipeline of middle-market and PE-backed clients across our CFO advisory and finance transformation service lines. This is a hunter role — you will prospect, cultivate, and close. You know the CFO advisory space, you have relationships, and you are ready to put them to work inside a firm that actually delivers.

    What you'll do

    • Own and manage a full-cycle BD pipeline from initial outreach through signed engagement letter
    • Identify, qualify, and pursue net new client opportunities across target segments: PE-backed portfolio companies, founder-owned businesses, and middle-market CFO organizations
    • Build and maintain a high-value referral network including private equity sponsors, investment banks, M&A attorneys, and accounting firm partners
    • Collaborate with BAO's consulting leaders to develop tailored proposals, pitch decks, and scope-of-work documents
    • Represent BAO at industry events, conferences, and networking forums in the Dallas-Fort Worth and Houston markets
    • Maintain CRM hygiene and pipeline reporting; provide weekly updates to leadership on pipeline status and activity
    • Partner with the Chief Growth Officer to refine BAO's go-to-market messaging and targeting strategy
    • Support marketing efforts including content, case studies, and social presence in coordination with leadership

    Qualifications

    • 5–8 years of BD, sales, or client development experience in professional services — consulting, accounting advisory, investment banking, or similar
    • Demonstrated track record of generating and closing new business in a B2B services environment
    • Existing relationships with CFOs, Controllers, PE sponsors, or finance executives in the Texas market
    • Strong understanding of CFO advisory, finance transformation, or accounting services — you can speak the language
    • Excellent written and verbal communication skills; polished presenter with executive presence
    • Self-directed, results-oriented, and comfortable operating without a large support infrastructure
    • Proficiency in CRM tools (HubSpot, Zoho, or equivalent) and Microsoft Office/Teams

    Preferred qualifications

    • Prior experience selling or marketing professional services at a boutique advisory firm
    • Active network in the Dallas-Fort Worth and/or Houston PE and finance communities
    • Familiarity with ERP implementations, financial close transformation, or transaction advisory services

    Company benefits

    • Medical, Dental & Vision - comprehensive coverage for you and your dependents. 
    • 401(k) with Employer Match - we invest in your future, not just your clients'. 
    • Unlimited PTO - take the time you need.  We measure output, not hours. 
    • Paid Parental Leave - time to be present when it matters most. 
    • Professional Development - CPA CPE reimbursement and continuing education support. 


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