客户发展总监
Client Development Director
这是一个远程职位。
基本职责：
客户开发总监负责通过发起并完成针对工程化税务解决方案的新业务机会来推动收入增长，包括研发税收抵免、成本分离和与能源相关的激励措施。
此职位需要高度顾问式的销售方法，结合业务拓展的专业知识，以及向企业主、房地产投资者和会计事务所合作伙伴传达复杂税务策略的能力。
职位目标：
客户开发总监的职责是通过建立信任关系，将机会转化为实际业务，从而扩大公司的市场影响力并推动新收入。该职位的主要目标包括：
- 通过主动开拓和战略合作伙伴关系持续生成高质量的潜在客户名单
- 与财务上成熟的客户和顾问建立可信度
- 通过顾问式、以教育为导向的销售方式将机会转化为收入
- 建立长期的推荐渠道，特别是在会计事务所和专业网络中
- 在客户需求与内部技术交付团队之间起到关键纽带作用
成功衡量标准：
此职位的成功取决于快速建立可信度、教育客户，并引导他们做出具有财务影响的决策。
主要职责：
- 通过主动开拓、推荐开发和战略合作伙伴关系（包括会计事务所和房地产网络）积极生成新业务
- 向潜在客户和合作伙伴介绍工程化税务策略，包括研发税收抵免、税务成本分离及相关激励措施
- 引导发现对话，识别资格、财务影响和战略契合度
- 制定并呈现符合客户目标的清晰、财务基础明确的提案
- 与会计事务所、顾问和决策者建立并维护良好的关系，以推动推荐和重复业务
- 与内部工程、税务和运营团队合作，确保准确的范围定义和交付
- 在CRM（ZOHO）中管理并跟踪所有潜在客户活动，保持高数据完整性和可见性
- 持续推动潜在客户从初次接触到成交的整个流程
- 参与行业活动、协会和社交机会，以扩大市场影响力
要求
所需技能/资质：
- 能够理解并传达复杂的财务或税务概念
查看英文原文
This is a remote position.
Basic Function:
The Client Development Director is responsible for driving revenue growth by originating and closing new business opportunities for engineered tax solutions, including R&D tax credits, cost segregation, and energy-related incentives.
This role requires a highly consultative sales approach, combining business development expertise with the ability to communicate complex tax strategies to business owners, real estate investors, and CPA partners.
Position’s Intention:
The Client Development Director exists to expand the company’s market presence and drive new revenue by developing trusted relationships and converting opportunities into closed business.This role is designed to:
- Generate consistent, high-quality pipeline through outbound prospecting and strategic partnerships
- Establish credibility with financially sophisticated clients and advisors
- Convert opportunities into revenue through consultative, education-driven selling
- Build long-term referral channels, particularly within CPA and professional networks
- Serve as a key link between client needs and internal technical delivery teams
Success Measurements:
Success in this role depends on establishing credibility quickly, educating clients, and guiding them through financially impactful decisions.
Principal Responsibilities:
- Proactively generate new business through outbound prospecting, referral development, and strategic partnerships (including CPA and real estate networks)
- Educate prospective clients and partners on engineered tax strategies, including R&D tax credits, tax cost segregation, and related incentives
- Lead discovery conversations to identify qualification, financial impact, and strategic fit
- Develop and present clear, financially grounded proposals aligned to client objectives
- Build and maintain strong relationships with CPAs, advisors, and decision-makers to drive referrals and repeat business
- Collaborate with internal engineering, tax, and operations teams to ensure accurate scoping and delivery
- Manage and track all pipeline activity in CRM (ZOHO), maintaining high data integrity and visibility
- Consistently progress opportunities through the pipeline from initial contact to close
- Participate in industry events, associations, and networking opportunities to expand market presence
Requirements
Required Skills/Qualifications:
- Ability to understand and communicate complex financial or tax concepts in a clear, compelling way
- Strong discovery and needs analysis skills
- Experience working with CPAs, financial advisors, or sophisticated business owners
- Proven prospecting, discovery and pipeline management skills
- Strong negotiation and closing skills
- Ability to collaborate cross-functionally with technical teams
- Ability to communicate complex financial or tax concepts clearly
- High emotional intelligence and business acumen
Preferred Skills/Qualifications:
- Prior experience in R&D credits, cost segregation, 179D, or other engineered tax solutions
- Existing network of CPA or real estate contacts
- Experience with high-dollar B2B or complex consultative sales
- Advanced business intelligence skills
Education/Certification:
· Associate's degree (A.A.) or equivalent from two-year college or technical school; orFive (5) to Seven (7) yearsrelated experience and/or training; or equivalent combination of education and experience
Language Skills:
- Ability to write reports, business correspondence and clearly communicate with clients and internal staff,
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
- Ability to interpret a variety of instructions furnished in written, oral, or schedule form
Computer Skills:· To perform this job successfully, an individual should be proficient in Microsoft Office applications, including Outlook, Teams, Excel, Word, and PowerPoint, as well as CRM and sales training software.
Benefits
Medical, Dental, Vision, Basic Life, Vol Life, STD, LTD, Accident, Critical Illness, Hospital Indemnity, Pet, FSA, HSA, 401k, PTO, and much more!
Originally posted on Himalayas