Director of Business Development

Director of Business Development (full-time/remote)About Source Advisors:As a leading provider of Federal, State, and Local tax credits and incentives to businesses nationwide, Source Advisors is a recognized thought leader in the specialty tax consulting field. Celebrating our 40th anniversary in 2023, Source Advisors is one of the largest independent firms in a diverse and fragmented market. We are experts in tax incentives, including the Research and Development tax credit, cost segregation studies, green incentives including 179D, 45L, and Energy Star, LIFO inventory solutions, the ERTC, fixed asset and tangible property reviews, and more. We provide tax consulting, tax studies, and related services to businesses both nationally and internationally.The Director of Business Development:With a focus on the top CPA firms as a key channel partner, the Director of Business Development will be responsible and accountable for achieving their sales quotas/targets, meeting activity and business development metrics, and collaborating across the organization to fuel the success. The Director will represent Source Advisors to businesses and their CPAs in need of the tax incentives and consulting services we offer. Successful Directors accomplish this through a consultative selling model and strong prospecting motor selling through a combination of channel partners (e.g., CPA firms, Real Estate Owners/Investors etc.) and direct, end-clients (e.g., business taxpayers).Responsibilities:Sell the Source suite of offerings persuasively, persistently, and confidently to CPAs and their end clientsAchieve monthly and annual sales targetsDevelop new clients and referral sources within assigned territoryEducate CPAs, businessowners, and C-level executivesRepresent Source Advisors and our services to end-clients, CPAs and accountants, industry organizations, and moreCollaborate with internal teams to develop winning client proposals and solutionsEngage in sales and marketing campaigns to raise awareness of Source Advisors and our value creationEffectively enter and manage CRM (e.g., Salesforce) data to ensure proper business managementForecast expected business results on a monthly basisSupport the growth objectives of multiple Source Advisor’s practicesTravel as needed to execute the missionRequirements:2+ years of experience selling consultative tax services to CPAs and/or commercial property owners or similar field(and/or) 5+ years of experience in tax, accounting, or successfully leading business development in a related fieldBachelor’s Degree in a related field of studyAbility to sell to C-level positions within client and prospect organizations, experienced in the full sales cycle from prospecting (new acquisitions and growing existing relationships), qualification, discovery, negotiating, and closing.Demonstrated ability to influence account decision-makers at key levelsExperience with a CRM platform- Salesforce preferredAbility to travel within assigned areaCommitment to integrity and quality in businessExcellent initiative (self-motivated) and interpersonal skillsStrong presentation skills