Financial Development Director Jobs in California

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. Visitbakertilly.comor join the conversation onLinkedIn,FacebookandInstagram.

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The Business Development Director at Baker Tilly is a senior-level, strategic role focused on accelerating driving growth across the firm's Tax, Assurance, and Consulting practices. This leader is directly responsible for identifying and developing new business opportunities within the Life Sciences sector in an assigned territory, while building, managing, and expanding strong client relationships.

Responsibilities

• Understand key industry service offerings and confidently communicate their application across the Life Sciences ecosystem (i.e. biopharma, medical devices, diagnostics, digital health) to a diverse group of stakeholders.

• Possess a strong understanding of how Life Sciences and investment landscape intersect, including the product development lifecycle (R&D through commercialization), regulatory pathways, funding stages (seed, clinical, growth), and key stakeholders (venture capital, private equity, strategic partners, research institutions)

• Build, maintain and grow relationships within the Life Sciences ecosystem, including executives, researchers, investors, incubators and accelerators, and industry experts who provide insights and drive opportunities.

• Monitor and analyze emerging trends, scientific advancements, and innovations in Life Sciences to identify and develop new business opportunities within the sector.

• Serve as Value Architect and enable/facilitate Value Architect behaviors-activities.

• Generate a client facing pipeline & manage/lead/participate in client pursuits (i.e., client discovery, presentations, proposal (pursuit) strategy, proposal development).

• Develop a sales plan for the assigned territory and report weekly on progress against that plan to senior management.

• Identify and leverage support needed to fully understand client needs, represent Baker Tilly, and close deals - i.e., technical support for calls, recruiting support, executive support, marketing support.

• Maintain and grow relationships with existing clients by maintaining regular and open communications. Ensure standards of performance are being met by assigned consultants, and satisfaction level of client. Troubleshoot issues should they arise.

• Utilize support of Business Development Manager to achieve sales goals. Provide direction and mentorship to assigned Business Development Manager in support of the Director's sales plan/initiatives/campaigns.

• Negotiate service agreements and statements of work with clients.

• Maintain strict compliance with CRM (Salesforce) requirements by consistently documenting opportunity notes and all related activities, and keeping an accurate, up-to-date pipeline of qualified opportunities in accordance with firm protocols.

  • Salesforce is a record of the team's level of activity and successes, and is routinely reviewed by senior management. As the company grows, the potential exists for territories to be realigned. Your input into Salesforce is the foundation upon which any successor will begin.

• Provide weekly sales updates to senior management.

• Be a good steward of Baker Tilly financial resources when planning sales trips and entertaining clients (i.e., booking more than one client visit for a trip, obtaining competitive rates for travel by planning in advance).

• Ensure client satisfaction on each and every engagement.

• Maintain knowledge of Baker Tilly's core competencies, consultants and project history to appropriately represent Baker Tilly in communications with clients/prospective clients.

• To represent Baker Tilly in sales meetings/conferences/tradeshows/user group meetings.

Qualifications:

• Bachelor's Degree required

• 10+ years of experience in Life Sciences-focused industries or in professional services supporting these sectors (e.g., accounting, law, management consulting, municipal advising, etc.), required

• Experience selling or delivering tax, assurance and/or consulting services within Life Sciences environments (e.g., biopharma, medical devices, diagnostics, digital health), required

• Excellent sales skills and a proven track record of achieving KPI's

• Strong interpersonal skills and an ability to build rapport with internal Partners, Senior Management and stakeholders of varying levels/experience

• Driven and ambitious individual with a strong desire to succeed

• Eligibility to work in the U.S. without sponsorship required

• Ability to travel up to 50% as needed

The pay rate ranges for this position are listed below. Actual compensation is influenced by avariety of relevant factors including but not limited to applicant's skills, prior experience,qualifications, degrees, professional certifications, work arrangements and geographiclocation. Other compensation for this role may include performance and sales-based commissions. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

In Los Angeles, CA: pay rate range is $156,000 to $268,320

In Irvine, CA: pay rate range is $156,000 to $268,320

In San Diego, CA: pay rate range is $157,500 to $256,650