Job Responsibilities:
- Manage BPM’s inbound team as a “player-coach” by balancing direct revenue ownership with team enablement, process improvement, and performance oversight
- Meet or exceed sales quotas and KPIs
- Research prospective clients to determine strategic fit, existing firm connections and possible opportunities
- Qualify inbound leads and follow up on marketing campaigns
- Run effective qualification calls and manage subsequent interactions
- Provide internal coaching and day-to-day guidance for inbound team members
- Collaborate with marketing on process improvements
- Own the full inbound sales lifecycle through close, coordinating internally and externally on priorities, timelines, and required actions
- Understand client needs & propose appropriate solutions with an eye toward multi-service engagements where appropriate
- Maintain accurate records in BPM’s CRM system, Salesforce
- Analyze inbound customer trends and market signals and provide actionable insights to inform firm growth strategy
- Prepare quotes, proposals and contracts in conjunction with service line experts
- Support leadership reporting and decision making by assisting with inbound proposals, performance analysis, and ad hoc reporting as needed
Skills Required:
- 3+ years of experience in consultative sales or business development, preferably in professional services or a CPA firm.
- Proven ability to qualify, manage, and close inbound opportunities.
- Coaching/managing to maximize team success
- Strong understanding of consultative selling
- Ability to close deals and handle objections effectively
- Ability to identify high-potential prospects
- Experience managing sales funnels and forecasting revenue
- Proficiency in tools like Salesforce, Demandbase LinkedIn Sales Navigator
- Clear, persuasive and professional communication skills
- Ability to understand the clients’ needs and respond appropriately
- Strong relationship-building techniques, ability to build trust and rapport with prospective clients
What We Do
BPM LLP is one of the 50 largest public accounting and advisory firms in the country. With more than 800 professionals along the West Coast – as well as offices abroad – we help clients succeed around the world. We offer a cross-functional team approach that gives clients direct access to the best and most qualified resources. With full-service capabilities in audit, tax and advisory services, we possess in-depth knowledge of the transactional industry—its key processes, challenges surrounding growth and performance, regulatory compliance and governance—and the many other complex accounting and reporting issues you face. Our collective knowledge representing a diverse client base allows us to serve as experts in over a dozen industries. In 2021, we are proud to be named by Forbes “Best Tax and Accounting Firms” and #22 on Vault’s “Accounting 50” ranking! We invite you to learn more about us, visit bpmcpa.com
