1. Start-to-Close Business Development:

• • Act as a hunter-entrepreneur to generate leads with high-profit potential through various activities including engagement of C-level targets and development of referral networks with a focus towards the firm suite of services.
  • Work collaboratively with Herbein’ s team to secure new clients and expand current relationships.

2. Drive Firmwide Business Development Culture:

• • Provide leadership and personal guidance to other team members related to business development efforts and leads.
  • Lead efforts to acquire new clients through targeted outreach and relationship building.

3. Sales Process Development and Improvement:

• • Actively participate in the design, implementation, resource development, and continual improvement of the firm’s sales process.
  • Collaborate with Herbein Growth/Marketing/Executive leadership to formulate and drive various go-to-market priority sales campaigns, develop educational resources, etc.

4. Strategic Partnerships:

• • Identify and cultivate strategic partnerships that contribute to the firm's growth.
  • Negotiate and establish mutually beneficial partnerships with key stakeholders.

5. Market Analysis and Intelligence:

• • Conduct market research to stay abreast of industry trends and competitive landscape.
  • Understand the industry and competitive landscape then how to differentiate Herbein’ s offerings.

6. Relationship Building and Leadership:

• • Develop and lead relationship building with C-Level executives.
  • Identify and influence key decision-makers at all levels within the client organization.

7.Sales Support and Representation:

• • Play a key role alongside pursuit leaders to help frame Herbein’s differentiated value story.
  • Develop strategic win themes for proposals and provide coaching and other sales support for client-facing presentations.
  • Represent Herbein in the field and at conferences/policy forums in support of sales campaigns and practice goals. 

8. Data Management:

• • Maintain accurate and timely customer, pipeline, and forecast data working with Growth/Marketing team.

Requirements include, but are not limited to:

• Bachelor’s degree in business administration, Marketing, or a related field.
• Proven track record of at least 5 years in business development roles.
• Previous experience in a leadership role, preferably as a director or VP of Business Development.
• Strong analytical and strategic thinking skills.
• Excellent communication and negotiation abilities.
• Proficiency in utilizing CRM (Hubspot preferred) and business intelligence tools.
• Familiarity with the CPA/Advisory Services industry.
• Extensive network and connections within the industry.
• Proven success in managing and maintaining strict confidentiality.
• Willingness to travel as required.

Position Type / Expected Hours of Work

This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5 p.m.  Evenings and weekends will be required to attend events (community, client and firm sponsored events) outside of normal work hours.