Job Description

Job Summary:

We are seeking a seasoned professional who embodies the entrepreneurial spirit to focus on championing BDO's Advisory services, along with driving cross sell and a full value proposition to clients across the US, developing relationships internally and externally and, most importantly, setting the stage for new business opportunities. The National Advisory Market Leader will be responsible for cultivating relationships with i) regional and local BDO office leadership, ii) Business Development professionals, iii) National Practice leaders, and iv) regional executives, boards of directors, and C-Suite audiences to enhance BDO's market presence and identify and help pursue new business opportunities in alignment with national, regional, and local office go-to-market strategies.

The National Advisory Market Leader will be responsible for being the lead relationship driver for four to six key accounts.

In addition, this position will be responsible for creating a market leadership function across Advisory that can integrate into the Market Leadership structures of BDO's Tax and Assurance business lines, nationally. This function will drive standards, processes, and tools to support:

Go to market campaigns, wholistic across the three business lines, in the spirit of OneBDO
Cultivate a culture of cross-sell
Innovate our value proposition through the development and / or championing of 'Solution Selling' (bundling of multiple services to achieve a clients desired outcome)
Assisting in the recruitment and training of future market leading professionals
Leading and creating the Advisory Market Leadership function

Job Duties:

Executes national business development plans in conjunction with Market and Practice Leaders across BDO
Utilizes strategic roadmaps and internal relationship building to ensure alignment of business development activity to targeted growth initiatives
Oversees, contributes and manages Advisory involvement and ensures participation in National Relationship & Account Management program across national, regional and market level accounts to drive Advisory opportunities in connection with the programs at each level
Oversees, contributes, and manages Advisory involvement in the Premier Account Program
Actively participates and delivers in key Industry programs selected for the regions ensuring Advisory professionals are engaged in regional and market level industry efforts
Develops and manages cohesive and coordinated Advisory market teams in major markets to ensure go-to-market execution is conducted as a team effort and that Advisory is included in relevant local market initiatives
Consults with regional executives, boards of directors, and C-Suite audiences to determine their needs; recommends enterprise-wide services & networking connections
Makes region-specific recommendations regarding marketing impact and effectiveness of service offerings to local markets and buying audiences; provides feedback to BDO leadership team to ensure effectiveness
Partners with business development specialists and subject matter experts (SMEs) when meeting with prospects and clients; continuously participates in business development efforts
Generates opportunities with targeted prospects through agreed upon lead generation activities including strategic partnership with regional business development leaders, telemarketing campaigns, direct mail and e-mail campaigns, social media campaigns, web seminars/seminars, business community outreach, networking, referral development, and other lead generation programs as defined in the practice business development plan
Monitors and reports on the results of all market and lead generation programs nationally
Leverages national marketing and sales programs as available and follows available consistency guidelines, including telemarketing processes, lead generation activities, firm brochures, proposal templates and pipeline reports and processes
Qualifies opportunities and builds relationships with key executives and stakeholders in support of the growth of BDO Advisory's strategic plan
Understands how to work with Alliance Firms and coordinates with International firms as appropriate on opportunities as they arise
Supports the National Practice Leaders in facilitating a monthly sales pipeline and providing feedback on where gaps exists in both service offerings and location of Advisory team members to assist in annual forecasting
Develops and collaborates with office professionals in local markets to help ensure overall sales success
Available and willing to travel approximately 50% of the time, required

Supervisory Responsibilities:

Qualifications, Knowledge, Skills and Abilities:

Education:

Bachelor's degree, required
Master's degree, preferred

Experience:

Fifteen (15) or more years of revenue generation responsibility, required
Fifteen (15) or more years of business development or SME experience in professional services, required
Proven experience developing business relationships and connections within the professional services community, C-level executives (CEOs, CFOs, CIOs, Board of directors, etc.) and referral sources (attorneys, bankers, etc.), required
Experience developing a pattern of achievement, competitive skills, energy, motivation, enthusiasm and integrity, required
Experience in leading executive meetings, cold-calling, follow up on members and driving business, required
Business development experience in accounting, financial consulting, business advisory services and/or technology industries, preferred

License/Certifications:

Software:

Proficient in the use of Microsoft Office Suite, required
Client relationship management (CRM) software, required
Microsoft Dynamics, preferred

Language:

Other Knowledge, Skills & Abilities:

Ability to apply and maintain excellent knowledge of Advisory practice and service line content, effective consulting, and delivery solutions about the business environment and trends
Knowledgeable in the development, management and execution of sales and marketing processes including marketing and business development planning, lead generation, pipeline management, account planning, sales strategy and development
Ability to thoughtfully and positively manage change for sales and marketing success
Able to create and deliver compelling, polished presentations to both line leadership and senior corporate executives targeting various companies to grow our brand
Strong business acumen with an ability to understand and communicate BDO's business, marketplace and value proposition
Knowledge of contact management software including updating, maintenance and list generation
Excellent project management skills
Capable of working in a deadline-driven environment and handle multiple projects simultaneously
Excellent verbal and written communication as well as presentation skills

About Us

Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:

Welcoming diverse perspectives and understanding the experience of our professionals and clients
Empowering team members to explore their full potential
Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
Focus on resilience and sustainability to positively impact our people, clients, and communities

*Benefits may be subject to eligibility requirements.

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