Financial Services - Business Development Sales Manager

Reports to: Vice President & Head of Business Development
Secondary Report: CEO & COO
FLSA Status: Exempt, Full-Time
Summary:
The Financial Services Business Development Manager is to display integrity, loyalty, confidentiality, and professionalism with co-workers and clients, as well as adhere to the Company's highest standards of ethics and dress code.

In this highly professional role, the Business Development Manager is responsible for the growth of the department and works to develop business relationships or strategic partnerships on behalf of Meissner CRES. A successful Business Development Manager must be an outward-facing and financial services-oriented individual. This person must work well with their team and department leaders to develop mutually beneficial proposals, negotiate contract terms, and communicate effectively with stakeholders. The Business Development Manager must be comfortable with C-suite, (Business Owner, CEO, President, or, COO), and have previous sales experience. Plus skills include accounting knowledge, accounting department structures, and responsibilities, workflow, and accounting software.

The Business Development Manager should have sales service experience to meet the company’s profitability goals, and strategic planning, goal-setting, and technical expertise. The successful Sales Manager will be a “hunter” focused on the target, establish buy-in, create, or have relationships with commercial and residential property management, asset management, brokerage community and/or banking/title companies, or commercial lending, insurance, or PEO/HR sales. The Sales Manager must have experience evaluating financials and assisting with making the deal happen. They must learn, utilize, and understand the web-based CRM system and CoStar. The Sales Manager must have exceptional verbal and written communication skills to interact effectively with groups of customers and fellow employees regarding the services we provide. An ideal candidate may be a Yardi Sales or Training Consultant.

Meissner is a 30-year-old company with an excellent reputation and a large book of commercial real estate clients who own and manage commercial real estate, as well as financial clients seeking accounting services. We are looking to expand financial services department; these services include a full suite of commercial real estate accounting functions utilizing Yardi software. The corporate office is in San Diego and many clients are in SD and throughout the country.

The accounting department has a technical expert that will accompany the sales position. The sales position’s primary role will be to generate new prospects, maintain and develop relationships with the prospects, present proposals, and close sales.

We are the largest provider of CRES in SD. We want to expand our CRES to owners and operators as a separate service from Property Management throughout the country.

This position would become an expert in advising prospective clients on how to increase efficiency and reduce operating costs as it relates to accounting department functions. We provide outsourcing services as well as consulting and training services. Our clients are generally 50 employees or fewer, (some are just one or two people companies by design) that are constantly expanding their own portfolio properties. We provide business financial services in addition to asset services.

Essential Duties and Responsibilities include the following.
Business Development

You will sell the following services:
• Professional Financial and Accounting Services
o including CAM reconciliations, collections, monthly reports, customized financial budgeting/modeling, and auditing for companies and entities.
o Asset Management Services
including due diligence services for properties being acquired
• Additional Essential Duties and Responsibilities include:
• Create and gain visibility
• Conduct Sales Campaigns through a variety of marketing methods.
• Identify prospects and re-engage prior clients.
• Uncover client needs, budget and closure processes.
• Produce proposals and agreements for delivery and negotiation.
• Closure of Prospect into Clients.
• Hands-on involvement with prospects throughout the sales process until close.
• Market to selected target prospects in the San Diego and Regional areas.
• Test and measure sales campaign success to fulfill new business goals.
• Track the sales process and closures using our CRM system.
• Exercise discretion with confidential information.
• Contribute to team effort by providing information and helping others as needed.
• Schedule meetings with clear agendas for updates on all business development with Supervisor/Executive Team/Principal.
• Other duties as assigned.
Education/Experience:
• Must have a minimum 5 year’s work experience in some of the following sales categories:
o Accounting
o Financial services
o Corporate benefits
o Title/Insurance
o Lending
o Loan Broker
o Software
o Lead generation
o Sales calls (cold call)
o Commercial and Residential property management
o Asset management
o Brokerage community and/or banking/title companies
o Commercial lending, or PEO/HR Sales
• A four-year College Degree preferred or equivalent work experience.
• Must demonstrate commitment, dependability, and respect for other employees with regular attendance, punctuality, and adherence to an agreed-upon schedule.
• Strong analytical and problem-solving skills.
• Must be bright and personable, extrovert; confident, and able to work and bring closure to issues independently.
• Must have the ability to build a networking base
• Must be detailed oriented and a self-starter.
• Must be resourceful in order to obtain pertinent details and anticipate what is required to complete all facets of the job.
• Excellent references.
• Very strong computer skills required, including proficiency in Excel, Word, and Outlook.
• Strong financial and services network preferred.
• Experience selling to C-Suite professionals.
• Member of professional industry organizations.
Performance Standards:
• Must maintain a professional appearance in accordance with company policy.
• Adhere to company policy regarding regular and punctual attendance at events.
• Must exhibit a high level of professional etiquette while interacting with employees, team members, outside professionals, clients, and the executive team.
• Complete duties accurately and with minor supervision.
• Some travel may be required, in addition to attending social and educational conferences to build relationships and broaden knowledge after hours.
• Outside sales position that works from our corporate office.
• Must be capable of setting priorities, multi-tasking, and working under pressure.