Practice Development Director

This is for our west region. Ideal candidate would be based in AZ, CO, WA, OR, ID, UT, CA.

Position Summary

The Director of Practice Development (DPD) is a senior-level business development professional responsible for expanding DMA’s market share in key tax practice areas. This role manages a portfolio of client and prospect accounts, drives strategic growth initiatives, and serves as a trusted advisor to clients. The DPD collaborates closely with internal service teams and executive leadership toidentifyopportunities, deliver tailored solutions, and ensure client satisfaction.

Essential Duties and Responsibilities

• Develop and execute strategic business development plans to drive revenue growth and expand market presence. 

• Manage a large portfolio of client and prospect accounts, serving as a strategic account manager and relationship lead. 

• Actively prospect and pursue new business opportunities through research, networking, and outreach,identifyingpotential clients and aligning DMA’s services to their needs. 

• Collaborate with DMA service teams toidentifyand pursue mutually beneficial business opportunities. 

• Participate in field-based business development efforts,leveragingsubject matter experts, DMA’s reputation, and existing relationships. 

• Identifyand understand client and prospect tax issues, challenges, and goals to align DMA’s services accordingly. 

• Create compelling written communications(SOWsand proposals)that articulate client needs and DMA’s value proposition. 

• Lead orparticipatein internal strategy, education, and planning meetings to enhance business development effectiveness. 

• Work with legal counsel during contract negotiations and ensure compliance with internal processes. 

• Maintainaccurateandtimelyupdates in CRM systems and communicate key developments with internal stakeholders. 

• Provide high-qualityprojectand relationship management to ensure client satisfaction and retention. 

• Approximately 90% of this role is focused on sales-driven activities, while the remaining 10%supportsthe broader Business Development team through collaborative tasks and initiatives. 

• After a typical development period of approximately two years, the Director is expected to consistently generate $3–5 million in annual production through new business development and account expansion efforts.

Education and Qualifications

• Bachelor’s degree in Business, Marketing, Accounting, ora relatedfield. 

• 4-5years of professional business development experience, preferably in tax, financial, or consulting services. 

• Demonstrated success in managing client relationships and driving revenue growth. 

• Strong knowledge of CRM systems,salesKPIs, and pipeline management. 

• Familiarity with tax law concepts and the ability to translate client needs into tailored solutions. 

• Proven ability to develop internal relationships and collaborate cross-functionally. 

• Excellent communication, negotiation, and interpersonal skills. 

• Strong analytical thinking, initiative, and attention to detail. 

• Effective organizational leadership and time management skills. 

• Proficiencyin Microsoft Office Suite and CRM platforms (e.g.,Salesforce).

Work Environment& Physical Requirements

• Work Schedule:Regular,40 hours/week

• Travel:10-25%travelrequired.

• Physical Activity:

• Prolonged periods of sitting and computer use

• Ability to hear, understand, and distinguish speech and sounds

• Frequent repetitive motions with hands

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