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HBK CPAs & Consultants · 2 days ago

Regional Director - Business Development

Fort Myers, FL

Full-time

Hybrid

Director/Executive

HBK CPAs & Consultants is a growing top accounting firm and investment advisory, seeking a Regional Director for Business Development. This role involves driving business development and client engagement, securing new clients, and enhancing sales effectiveness within the firm.

AccountingProfessional Services

Growth Opportunities

Responsibilities

Responsible for Business Development and Client Engagement for the Region

Assist in securing new clients and new revenue streams for the firm and develop strong, collaborative relationships with Principals and Managers as part of a pursuit team

Must be skilled at obtaining new relationships as well as cross-selling existing HBK brands to our existing client base

Will also serve to increase the sales effectiveness of our Principals and Managers by keeping them on track through the sales process and applying a unified method of prospecting and business development as adopted by the firm

Work with our other Regional Directors across our markets to deliver a unified go-to-market strategy as well as encourage pursuing larger national clients

Must be skilled at discovery and identifying needs, presenting solutions, guiding clients through the buying experience, assisting, and negotiating the closure of opportunities with our principal group including proposal building and conducting client meetings

Screen digital leads to find good fit opportunities for the firm, thus avoiding using other professional’s time

Will lead or co-lead Practice Development meetings in the region

Qualification

B2B sales experienceFinancial Services experienceLead generation proficiencyCRM ExperienceMS Office proficiencyExisting relationshipsHigh energyWork independentlyPositive attitude