Cherry Bekaert · 11 hours ago
Director of Business Development - Los Angeles
Los Angeles, CA
Full-time
Onsite
Senior Level, Lead/Staff
$130K/yr - $225K/yr
10+ years expCherry Bekaert is ranked among the largest accounting and consulting firms in the country, recognized for fostering a collaborative environment. They are seeking a Director of Business Development to expand their client base and foster relationships with existing clients, primarily focusing on delivering tax, audit, and advisory solutions to mid-market companies in the Los Angeles region.
AccountingConsultingFinancial ServicesWealth Management
No H1B
Responsibilities
Identify and engage prospective new clients that can benefit from our tax, audit and advisory services
Cultivate and maintain strong, long-lasting relationships with existing clients, understand their evolving needs and ensure satisfaction with our services
Serve as the primary liaison between clients and our internal teams, addressing inquiries and facilitating communication
Develop and implement strategic sales plans to meet and exceed revenue goals
Conduct thorough market research to identify trends and opportunities within the asset management sector
Prepare and deliver compelling sales presentations and proposals tailored to the unique needs of each client
Work closely with our service lines to gain a deep understanding of our service offerings and client solutions
Collaborate with the marketing team to develop targeted campaigns and promotional materials
Coordinate with internal teams to ensure the seamless delivery of services and high client satisfaction
Maintain detailed records of sales activities and client interactions using CRM software
Prepare regular reports on sales performance, market trends, and client feedback
Analyze sales data to identify areas for improvement and new growth opportunities
Qualification
Required
Strong understanding of tax and audit processes and/or complimentary professional services and their relevance to asset management and investors
Bachelor's degree preferably in Business, Finance, Accounting, or a related field
Proven experience (10+ years) in sales within the financial and/or professional services sector, preferably focused on asset management or alternative investments
Familiarity with research tools (such as ZoomInfo) and strategies used in building strategic targets
Professional and effective lead generation and prospecting skills
Experience with canvassing, cold calling and networking to meet goals within a region or industry
Mature understanding of the lifecycle of a business such as how they are funded, to developing new products, to streamlining processes etc
Oral presentation skills
Basic familiarity with proposal responses and content positioning and strategy
Excellent technology skills with solid experience in Microsoft Office: PowerPoint, Excel, Word and Outlook
Advanced Excel skills preferred
Experience tracking leads and activity in a CRM system (MS Dynamics experience a plus but not required)
Experience with solution selling into the decision makers at asset managers and investors
Proven track record of exceeding sales quotas and new business initiation goals
Excellent listening and verbal communication skills
Strong organizational and analytical skills
Ability to effectively and efficiently prioritize and respond to inquiries from clients, co-workers, supervisor, and/or management
Experience with attending industry functions, such as association events and conferences, and the ability to provide feedback and information on market and creative trends
Ability to travel 50% of the time
Benefits
Annual bonus
Medical, dental, and vision care
Disability and life insurance
Generous Paid Time Off
Retirement plans
Paid Care Leave
Company
Cherry Bekaert
Cherry Bekaert is an accounting firm that offers tax, audit, and advisory solutions.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Parthenon Capital Partners
2024-12-16Acquired
2022-06-30Private Equity
Leadership Team
John Bartz
Strategic Alliances Director
Recent News
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-15
International Accounting Bulletin
2026-01-15
Company data provided by crunchbase