Business Development Manager

Overview

Lead sales team and drive professional services revenue for financial sector

Key Responsibilities

• lead generation
• sales process
• team management
• opportunity pursuit
• revenue tech
• bookings target

Tasks

-Assists in the success of his/her direct reports; manages direct reports in identifying target lists, driving opportunities through sales process from lead generation/lead qualification to close according to Wipfli’s Sales Methodology. -Has direct s responsibility for the sales staff directly reporting to him/. -Assists in coordinating the collaboration between business developers and professionals during the sales process including guidance of the Opportunity Pursuit Team. -Responsible for reaching a personal bookings target through origination of their own leads while adhering to the Wipfli Sales Methodology. -Serves as a role model for his/her team in integrating with the industry/geography groups of professionals to establish productive working relationships. -Expected to understand and sell the full suite of Wipfli Services based on the needs of the client. -Leverage modern revenue/sales technology and systems to help the team achieve/exceed bookings targets.

Requirements

• 10+ years
• mba
• big four
• c‑suite
• consultative
• fintech

What You Bring

-Exhibit strong technical product knowledge of Wipfli’s core services including assurance, tax, and consulting services. -Active network of relevant C-suite contacts in focus industry. -10+ years’ experience in professional sales using a solution-oriented, consultative approach that uncovers broad business and strategic issues with at least 5 years in a professional services environment. -Bachelor’s Degree in Sales, Marketing, Accounting, Finance, Business, or related field. -Previous sales/business development and financial services industry experience required, including experience selling into banks, fintechs, payment providers and more -Track record of individual and team bookings attainment that meets and exceeds sales goals. -Demonstrated success in securing net new logo’s through their and prospecting activity. -Experience in a Big-Four (or equivalent) professional/financial services firm. -Previous successful experience in managing Business Development teams selling a suite of offerings. -Master of Business Administration. -Has demonstrated ability to translate a growth/marketing plan into sales tactics within the context of the firm’s growth strategy. -Experience selling into banks, credit unions, fintechs, and payment providers. -Experience with client accounts of $10M to $1B in revenue. -Understands and conforms to reporting guidelines including, but not limited to forecasting and pipeline reporting.

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About Wipfli

-Focus on driving growth and efficiency in healthcare, financial services, and manufacturing. -Consultants and advisors provide tailored solutions with deep industry knowledge. -Notable for its ability to help organizations with complex financial reporting, compliance, and operational challenges. -Consistently recognized for high-quality results and long-term client relationships. -Optimize strategies, technology, and people for sustainable success.

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