Baker Tilly
Business Development Director- Private Equity
Baker Tilly, San Francisco, California, United States, 94199
Overview
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities:
Understand all key service offerings well enough to know and explain their application in the markets served by your sponsoring team(s) to key decision-making executives in the marketplace.
Have conversational knowledge of other major service offerings outside of your team(s) with intersection into your target market(s); to leverage Firm strategy of providing or enhancing value for an integrated-reinforcing marketplace.
Perform regular, aggressive and prompt follow up on all Firm-generated leads assigned from campaigns, or ad hoc requests from practice leadership.
Maintain a clear understanding of who your team wishes to target for BD purposes – and why. Help refine and stay on top of “ideal” client profiles and work streams to remain aligned with practice leadership.
Regularly inform practice leadership of changing market dynamics and other factors influencing accounts of strategic importance.
Regularly document BD activities in CRM and maintain an up-to-date “pipeline” of qualified opportunities, using Firm protocols for documentation.
Attain closed business revenue goals associated with both new accounts and existing client accounts (as appropriate), to ensure a profitable return to Firm each FY.
Participate as a key team member on all relevant market development meetings and other in-house discussions.
Collaborate with other BD leaders and practice leaders for an integrated Go-to-Market (GTM) approach.
Perform account planning and key account research to optimize BD efforts and account penetration.
Make primary out-reach efforts, coordinated with marketing personnel on campaigns including prospect calls, emails and other mechanisms to secure appointments with COI individuals.
Qualifications:
Undergraduate degree from an accredited college or university required; Graduate degree preferred.
10+ years of experience in professional services (e.g. accounting, law, IT, engineering, management consulting, etc.).
Ability to work under a defined and planned directive with minimal direct day to day supervision for implementation.
Strong written and verbal communication skills.
Ability to travel 50-80% as needed.
The compensation range for this role is $238,020 to $514,240. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
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Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities:
Understand all key service offerings well enough to know and explain their application in the markets served by your sponsoring team(s) to key decision-making executives in the marketplace.
Have conversational knowledge of other major service offerings outside of your team(s) with intersection into your target market(s); to leverage Firm strategy of providing or enhancing value for an integrated-reinforcing marketplace.
Perform regular, aggressive and prompt follow up on all Firm-generated leads assigned from campaigns, or ad hoc requests from practice leadership.
Maintain a clear understanding of who your team wishes to target for BD purposes – and why. Help refine and stay on top of “ideal” client profiles and work streams to remain aligned with practice leadership.
Regularly inform practice leadership of changing market dynamics and other factors influencing accounts of strategic importance.
Regularly document BD activities in CRM and maintain an up-to-date “pipeline” of qualified opportunities, using Firm protocols for documentation.
Attain closed business revenue goals associated with both new accounts and existing client accounts (as appropriate), to ensure a profitable return to Firm each FY.
Participate as a key team member on all relevant market development meetings and other in-house discussions.
Collaborate with other BD leaders and practice leaders for an integrated Go-to-Market (GTM) approach.
Perform account planning and key account research to optimize BD efforts and account penetration.
Make primary out-reach efforts, coordinated with marketing personnel on campaigns including prospect calls, emails and other mechanisms to secure appointments with COI individuals.
Qualifications:
Undergraduate degree from an accredited college or university required; Graduate degree preferred.
10+ years of experience in professional services (e.g. accounting, law, IT, engineering, management consulting, etc.).
Ability to work under a defined and planned directive with minimal direct day to day supervision for implementation.
Strong written and verbal communication skills.
Ability to travel 50-80% as needed.
The compensation range for this role is $238,020 to $514,240. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
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