Business Development Director at BDO USA | CA, US | Rezi

Business Development Director at BDO USA

Business Development Director

BDO USA · CA, US

4 days ago

Business Development Director

BDO USA · CA, US

4 days ago
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About the Role

The Director, Business Development is responsible for achieving local office and/or industry revenue goals by building market presence and identifying and helping pursue new business opportunities. This role collaborates with the marketing department and practice leaders to set business development strategy and develop the office level business plan.

Responsibilities

  • Develops and executes office/industry business development plan in conjunction with Practice Leaders, industry leaders, principals and assigned direct supervisor.
  • Works with Practice Leaders and Industry Leaders to segment office-specific target markets and clients in alignment with business line and industry guidelines.
  • 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 meetings with Practice Leaders to design, implement and report on the BD plan.
  • Sends business development plan, goals and progress report to direct supervisor.
  • Generates opportunities with targeted prospects through lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsorships referral development, and other lead generation programs.
  • Monitors and reports on the results of all lead generation programs for assigned office/industry.
  • Leverages national marketing and sales programs and follows 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 to support the growth of the office business lines and industries.
  • Participates in the sales and proposal processes, including developing and managing the pursuit strategy, planning for and attending 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 and coordinates with International firms as appropriate on opportunities.
  • 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 setting an example as a proficient user.
  • Implements and maintains industry group programs as defined for the market.
  • Participates in key account management programs as defined by the office Business Development plan.
  • Completes all reporting requirements on new sales, pipeline reports, sales call statistics and maintenance of CRM system.
  • Discusses staffing recommendations (new hires, terminations) with the direct supervisor, Practice Leaders, and National BDS.
  • Achieves Annual Revenue goals.
  • Other duties as required.
  • Supervises local team of business development support professionals, where applicable by office, in collaboration with direct supervisor and Practice Leaders.
  • Tracks performance of business development support professionals and reports progress to the Practice Leaders and direct supervisor on a quarterly basis.
  • Conducts annual performance reviews for business development support professionals with input from the direct supervisor, Practice Leaders, and National BDS.
  • Develops performance goals for each business development support professional with input from the business development support professional, the direct supervisor and Practice Leaders.
  • Serves as a coach/mentor, supporting the career development of BD support professionals in the local office.

Requirements

  • Bachelor’s degree in Business Administration, Marketing and Five (5) or more years of business development experience in a professional services environment or industry relevant firm, required; OR Seven (7) or more years of business development experience in a professional services environment or industry relevant firm with a High School Diploma/GED, required.
  • Experience developing business relationships with C-level executives (CEOs, CFOs, Board of directors, etc.) and referral sources (attorneys, bankers, etc.), required.
  • Prior experience working in professional services direct sales industry or in development role at financial services firms, including but not limited to experience with accounting firms, investment banking or private equity firms, personnel recruiting, business journals sales, financial consulting, business advisory services and/or banking industry, preferred.
  • Proficient in the use of Microsoft Office Suite, required.
  • Experience with client relationship management (CRM), required.
  • Microsoft Dynamics, preferred.
  • Knowledge in the development, management and execution of sales and BD planning, lead generation, pipeline management, account planning, sales strategy and development.
  • Ability to understand compensation incentive plans and strive to achieve revenue goals.
  • Able to understands Business Development (BD) metrics and strive to achieve them.
  • Ability to thoughtfully and positively influence, lead, and manage change.
  • Capable of leading and managing a local team of people to accomplish desired results.
  • Strong business acumen with an ability to understand and communicate BDO's business, marketplace and value proposition.
  • Knowledge of contact management software including updating, maintenance and list generation.
  • Excellent project management skills.
  • Ability to work in a demanding, deadline-driven environment and handle multiple projects simultaneously.
  • Excellent verbal and written communication as well as presentation skills.
  • Ability to travel to participate in events or sales calls or attend regional or national meetings, as necessary.

Skills

  • Business Development
  • Sales Strategy
  • Lead Generation
  • Pipeline Management
  • Account Planning
  • Client Relationship Management (CRM)
  • Microsoft Office Suite
  • Microsoft Dynamics
  • Project Management
  • Communication
  • Presentation Skills
  • Team Leadership
  • Change Management
  • Business Acumen

Location

  • Local office

Work Type

  • Full-time

Experience Level

  • Director level
  • 5+ years of business development experience
  • 7+ years of business development experience

Education Level

  • Bachelor's degree in Business Administration or Marketing
  • High School Diploma/GED

Salary/Compensations

  • $150,000 - $180,000

Benefits

  • ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being.
  • Qualified retirement plan (ESOP) is a meaningful addition to our comprehensive compensation and Total Rewards benefits offerings.
  • BDO Total Rewards encompass more than traditional benefits.

About the Company

  • At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed.
  • Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most.
  • BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world.
  • As technology continues to shape how we work, BDO values the ability to apply generative and agentic AI solutions to develop work products, improve workflows and identify potential risks.
  • We emphasize professional judgment in validating AI-generated outputs for accuracy, quality, and compliance.
  • We are proud to be an ESOP company.

Equal Opportunity

  • Equal Opportunity Employer, including disability/vets