| Location | Dallas, TX |
Job Summary
The Vice President, Cost Segregation, Valuation is responsible for driving new business opportunities, strengthening client relationships, and supporting the overall growth and business operations of the Valuation & Advisory practice. This role serves as a key connection between clients, prospective clients, and valuation professionals, helping identify opportunities, coordinate new engagements, and deliver a responsive and consistent client experience.
The Vice President, Cost Segregation develops and maintains a strong pipeline of prospective and existing clients, identifies opportunities to expand valuation services, coordinates incoming leads and requests, and partners closely with appraisers and Valuation leadership to convert opportunities into new business.
This position is well suited for a highly organized, relationship-driven professional who understands commercial real estate, enjoys building connections, and can effectively manage both the strategic and operational components of business development.
Essential Functions
Drive new business development initiatives to support the growth and revenue goals of the Valuation & Advisory practiceIdentify, research, and pursue prospective clients and new valuation opportunities across target markets and property typesDevelop and maintain strong relationships with prospective and existing clients, key decision-makers, and referral sourcesServe as a primary point of contact for new business inquiries and provide a responsive, professional client experienceManage the business development pipeline from initial lead through proposal, engagement, or closureCoordinate incoming valuation requests and gather relevant property, scope, timing, and client informationPartner with appraisers and Valuation & Advisory leadership to assign and coordinate new business opportunities based on expertise, geography, and capacityConduct consistent follow-up on leads, proposals, and prospective assignments to support business conversionIdentify opportunities to expand existing client relationships and generate additional valuation assignmentsMaintain accurate client, prospect, lead, and opportunity information within applicable CRM and business development systemsTrack and report business development activity, pipeline performance, conversion rates, client trends, and other key metricsCoordinate data collection and information needed to support proposals, presentations, client outreach, and new business initiativesPartner with Marketing and internal stakeholders on proposals, client materials, campaigns, networking initiatives, and business development effortsIdentify and facilitate cross-selling opportunities by connecting clients with appropriate professionals and service lines across the firmRepresent the Valuation & Advisory practice at client meetings, industry events, networking opportunities, and other business development activities
Other Functions
Perform other duties or projects as requested or required
Essential 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 competencies (minimum knowledge, skill, and ability) required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
knowledge, skills & Ability
Strong business development and relationship-building skillsExcellent written and verbal communication skillsStrong organizational skills with the ability to manage multiple opportunities, priorities, and deadlines simultaneouslyClient-service mindset with a high level of professionalism and responsivenessAbility to build credibility and relationships with clients, prospects, executives, and internal professionalsStrong follow-through and attention to detailAbility to analyze business development activity and identify trends and opportunitiesComfortable conducting outreach and developing relationships with prospective clientsAbility to work independently while collaborating effectively across teams and marketsStrong judgment and discretion when handling confidential client and business informationWorking knowledge of commercial real estate terminology, services, and industry dynamicsAbility to understand client needs and connect those needs with the appropriate valuation resources and expertise
Education/Education
Bachelor's degree in business, real estate, marketing, finance, communications, or a related field preferred
required knowledge
Proficiency with Microsoft Office applications and experience working with CRM, pipeline management, or similar business development system
EXPERIENCe REQUIRED
3+ years of experience in business development, client relations, commercial real estate, professional services, valuation, appraisal, or a related field preferredCommercial real estate experience strongly preferredExperience developing and maintaining professional client relationshipsDemonstrated ability to identify business opportunities and manage a sales or business development pipelineExperience working collaboratively with technical or professional service teams preferredFamiliarity with commercial real estate valuation and appraisal services is preferred but not required
Work Environment
This is a standard office environment with standard office noise like talking, office equipment, etc. In addition, this position may visit tenant sites in various settings which can be industrial in nature with loud noises and mild fumes
Physical Demands
While performing the duties of this job, the employee is regularly required to talk and hear. This position is rarely active but may require standing, walking, bending, kneeling, stooping, and crouching. The employee must frequently sit and use a computer for long periods of time. Specific vision abilities are required to do this job including close vision. The employee must sometimes lift and/or move items up to 10 pounds. The employee must be able to drive for short to moderate distances and/or times. The employee must often walk through the outdoors and various terrain environments. The employee may be required to access building roof and mechanical areas via stairways or access ladders
Supervisory Responsibilities
There are no direct supervisory responsibilities