Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.  

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

 

The Business Development Director at Baker Tilly is a senior-level, strategic role focused on accelerating driving growth across the firm’s Tax, Assurance, and Consulting practices. This leader is directly responsible for identifying and developing new business opportunities within the Technology sector in an assigned territory, while building, managing, and expanding strong client relationships.

Responsibilities:

• Understand key industry service offerings, and the ability to confidently communicate their applications in/to/for the technology ecosystem (i.e. Software & SaaS, AI, AgTech, FinTech & CleanTech, etc.) to a varied group of stakeholders.

• Possess a deep understanding of how technology and venture capital markets intersect and function, including the technology lifecycle and the flow of capital from investors to startups, the stages of funding (seed, early-stage, growth), and the various players involved (venture capitalists, angel investors, corporate venture arms, etc.).

• Build, maintain and grow relationships with professionals in the technology and venture capital ecosystem - including entrepreneurs, fellow investors, tech. incubators and industry experts who can provide valuable insights and opportunities.

• Track and analyze emerging technology trends and innovations to identify potential opportunities within the industry.

• Serve as Value Architect™ and enable/facilitate Value Architect™ behaviors-activities

• Generate a client facing pipeline & manage/lead/participate in client pursuits (i.e., client discovery, presentations, proposal (pursuit) strategy, proposal development).

• Develop a sales plan for the assigned territory and report weekly on progress against that plan to senior management.

• Identify and leverage support needed to fully understand client needs, represent Baker Tilly, and close deals – i.e., technical support for calls, recruiting support, executive support, marketing support.

• Maintain and grow relationships with existing clients by maintaining regular and open communications. Ensure standards of performance are being met by assigned consultants, and satisfaction level of client. Troubleshoot issues should they arise.

• Utilize support of Business Development Manager to achieve sales goals. Provide direction and mentorship to assigned Business Development Manager in support of the Director's sales plan/initiatives/campaigns. 

• Negotiate service agreements and statements of work with clients.

• Maintain strict compliance with CRM (Salesforce) requirements by consistently documenting opportunity notes and all related activities, and keeping an accurate, up-to-date pipeline of qualified opportunities in accordance with firm protocols.

  • Salesforce is a record of the team’s level of activity and successes, and is routinely reviewed by senior management.  As the company grows, the potential exists for territories to be realigned.  Your input into Salesforce is the foundation upon which any successor will begin.

• Provide weekly sales updates to senior management.

• Be a good steward of Baker Tilly financial resources when planning sales trips and entertaining clients (i.e., booking more than one client visit for a trip, obtaining competitive rates for travel by planning in advance).

• Ensure client satisfaction on each and every engagement.

• Maintain knowledge of Baker Tilly’s core competencies, consultants and project history to appropriately represent Baker Tilly in communications with clients/prospective clients.

• To represent Baker Tilly in sales meetings/conferences/tradeshows/user group meetings.

Qualifications: 

• Bachelor's degree preferred, or equivalent years of experience in lieu of a degree.

• 10+ years of experience in technology-focused industries or in professional services supporting these sectors (e.g., accounting, law, management consulting, municipal advising, etc.), required

• Experience selling or delivering tax, assurance and/or consulting services within technology-driven or IT environments required

• Excellent sales skills and a proven track record of achieving KPI’s

• Strong interpersonal skills and an ability to build rapport with internal Partners, Senior Management and stakeholders of varying levels/experience

• Driven and ambitious individual with a strong desire to succeed

• Eligibility to work in the U.S. without sponsorship required

• Ability to travel up to 50% as needed

The pay rate range for this job position is $156,000 to $303,310. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.