Business Development Consultant (Finance & Tax)

JOB TITLE:  Business Development Consultant (Finance & Tax)

DEPARTMENT:  Sales and Marketing

ESOP Partners, Inc. is a third party administration and consulting firm with the mission to provide a liquid business transition solution for owners of closely-held businesses to establish, maintain and sustain an employee stock ownership plan (ESOP) while maximizing the financial and many other benefits of being an ESOP company through the establishment of a strong employee ownership culture.

General Job Description

The Business Development Consultant is responsible for supporting the company’s sales goals through consultative sales techniques and great customer service, maintaining quality relations with existing accounts, and obtaining new business clients. 

Essential Duties and Responsibilities

• Proactively builds and maintains referral based relationships with business advisors inside and outside of the ESOP industry. 


• Educates potential clients on financial and tax implications of Employee Ownership.


• Develops maximum sales potential through competitive consultative sales techniques and knowledge of the company’s products and services as well as the competition’s strengths and weaknesses.


• Builds and maintains quality relations with existing assigned accounts and increases account base and volume of sales on a consistent basis.


• Contacts customers via telephone, email correspondence, social media, or in person by traveling as frequently as necessary to meet and surpass profitable sales goals for the company.


• Utilizes company leads to expand current client base and follows up on all leads promptly.


• Assesses quality of offerings and identifies additional value-added services for prospects and current clients.


• Creates customized proposals to meet specific client requirements in an efficient manner.


• Stays abreast of market conditions regarding products, product updates, service offerings, and new technologies through available resources.


• Offers suggestions on marketing techniques to increase ESOP Partners awareness.


• Maintains updated, organized files and CRM notes on all accounts.


• Completes and submits weekly sales reports on account activity, outstanding proposals, proposals secured, and proposals lost with complete documentation.


• Accountable to present an annual sales budget to management for approval.  An established approval process will be followed should the budget need to be adjusted throughout the year.


• Assist in the collection of aging account balances; commissions will only be paid on revenue collected on client balances.


• Ability to understand and analyze financial statements.

ESOP Partners Core Values

Seek to Understand

Identify the underlying reason behind questions and actions, be self-driven to pursue, verify, and retain knowledge for continuous learning and improvement.

Manage Expectations

Proactively communicate clear, specific, and achievable objectives to gain alignment and accountability with stakeholders.

Collaborate

Work together through constructive discussions, build comradery, and use teamwork to achieve a win-win solution for stakeholders.

Get Things Done

Drive for efficient prioritization, organization, clarification, and understanding of concepts to complete what needs to be done.

Practice Professional Skepticism

Leverage a questioning mind to objectively analyze and evaluate information for quality and accuracy.

Exhibit Mental Strength

Manage your emotions, thoughts, communications, and behaviors in challenging situations with a can-do attitude.

Qualifications

Knowledge and Skills:

• Oral Communication Skills


• Negotiations


• Written Communication Skills


• Professionalism


• Customer Relations


• Presentation


• Customer Service


• Time Management


• Business Management


• Closing Techniques


• Financial Acumen


• Continuing ESOP Education

This position also requires a good working knowledge of computer software applications, up to and including Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Teams, and Dynamics 365. Employees will be expected to learn ESOP Partners’ proprietary software: ESOP Revolution.

Education/Experience:

• Associate degree in business, marketing, management, or another related field. Bachelor’s degree preferred.

• Minimum of 5 years of sales and marketing experience.

Certifications/Licenses:

• Valid Driver’s License