Director, Practice Development

DuCharme McMillen & Associates, Inc. • Full-time • Independence, Ohio, United States • 3d ago

As an employee-owned company, DMA prioritizes employees. Low turnover rates and tenured teams are living proof:

2024 Great Places to Work Certified
Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation)
Company paid parental leave
Generous time off plans
Multiple benefit plans, eligibility begins on day one of employment
Culturally focused on work/life balance, mental health, and the overall wellness of our employees

Position Summary

The Director, Practice Development serves in a business development role interacting with clients and prospects located in DMA’s sales regions. Assists in expanding the market share in focused tax practice areas. Manages a large set of client and prospect accounts for purposes of business development as well as participating as one of DMA’s strategic account managers to ensure satisfaction of DMA project deliverables.

Essential Duties and Responsibilities

Collaborate with DMA service personnel to drive strategic, beneficial business opportunities for both the client and DMA
Participate in field business development efforts leveraging “valid business reasons”, subject matter expert partnering, and DMA’s experience, reputation, and existing relationships
Identify and understand client and prospect tax issues and challenges
Build trust internally with colleagues and externally with prospects and clients
Create written communication articulating an understanding of a client/prospect’s issues, challenges, needs, goals, and corresponding beneficial DMA services addressing those points
Participate in internal, collaborative, educational, strategy meetings designed to improve the business development process and results
Work with internal legal counsel during contract review process with prospects/clients
Capture and communicate business development discussions by updating DMA’s CRM solution, and as appropriate, update other teammates via email
Provide quality project and relationship management

Education and Qualifications

Bachelor’s degree in Accounting, Finance, Marketing, or related field
5+ years of professional business development experience, preferably in the areas relating to intangible products (e.g., tax, financial, or consulting services); experience within a tax consulting firm a plus
Strong verbal and written communication skills
Experience with CRM software
Previous demonstrable track record of business development success
Travel as required (between 15-20%, approximately)

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