Full-Time

Director – Business Development

Confirmed live in the last 24 hours

PFM

PFM

501-1,000 employees

Financial services for asset management and advisory

Consulting
Financial Services

Compensation Overview

$171.6k - $257.4kAnnually

+ Bonus

Senior

Remote in USA

Category
Business Development
Business & Strategy
Required Skills
Sales
Lead Generation
Product Management
Marketing
Requirements
  • Bachelor’s degree in business administration, Marketing, or related field; MBA a plus.
  • Minimum of 10 years relevant work experience (i.e. life science, IT, consulting, marketing, corporate strategy, sales, business development, product management, project management, software development, or related field)
  • Deep understanding of IT products, translating complex concepts for non-technical audiences.
  • 4+ years of SaaS or product experience, preferably with data management technology.
  • Strong business acumen and strategic execution.
  • Excellent communication, negotiation, and interpersonal skills.
  • Experience managing and motivating high-performing sales teams.
  • Demonstrated ability to exceed sales targets and drive revenue growth.
  • Proficiency in CRM, sales analytics, and Microsoft Office Suite.
  • Strong leadership, organizational, and analytical skills.
  • Independent and collaborative team player.
  • Customer-focused with a keen understanding of needs.
  • Willingness to travel as needed to engage with clients, attend industry events and visit key accounts. (30%)
Responsibilities
  • Collaborate with VP, Sales to develop and execute strategic plan to achieve sales targets and expand our customer base.
  • Identify and evaluate new business opportunities, markets, and segments for expansion.
  • Partner with customers to understand their business needs, budget, key stakeholders and decision-making processes, and effectively communicate the value proposition through presentations and proposals.
  • Establish and maintain strong relationships with key clients, partners, and stakeholders. identifying their needs and providing solutions to meet those needs.
  • Collaborate with other cross-functional teams (Marketing, Customer Success, and Product) to align strategies and product offerings to ensure smooth execution of sales initiatives and ensure product offerings meet market demands and customer needs.
  • Participate in industry events and conferences to build the company's brand and network with potential customers.
  • Oversee the entire sales cycle, from lead generation and prospecting to negotiation and closing deals.
  • Assist in negotiation of contracts to close deals with customers.
  • Implement effective sales processes, tools, and methodologies to streamline operations and enhance efficiency.
  • Monitor and analyze sales performance metrics to identify areas for improvement and optimize team performance.
  • Manage sales activities, pipelines, and customer interactions to ensure accuracy and completeness.
  • Improve win-rates
  • Stay current with industry trends, the competitive landscape, and emerging technologies to provide strategic insights to the executive team.
  • Use market intelligence to adapt sales strategies and positioning to capitalize on market shifts.
  • Leverage sales analytics tools to monitor key performance metrics, identify areas of improvement and drive informed decisions.
  • Develop accurate sales forecasts and reports for executive leadership and board discussions.
  • Regularly communicate sales performance, progress against targets, and growth initiatives.

PFM provides a variety of financial services, focusing on asset management, financial advisory, and consulting. The firm helps clients, including governments, educational institutions, and non-profits, plan for their financial futures through services like investment advice and retirement planning. PFM operates mainly in the public finance sector, offering tailored solutions to meet the specific needs of its diverse clientele. Their Transportation team specializes in financial strategies for transportation projects, while their Economics and Real Estate Consulting team aids local governments in financial planning and economic development. PFM also offers ESG solutions for clients interested in sustainable investments. The company stands out from competitors by combining deep industry knowledge with a strong client-focused approach, aiming to be a trusted partner in the public finance sector.

Company Stage

Acquired

Total Funding

N/A

Headquarters

Philadelphia, Pennsylvania

Founded

1975

Growth & Insights
Headcount

6 month growth

-2%

1 year growth

-2%

2 year growth

-2%
Simplify Jobs

Simplify's Take

What believers are saying

  • PFM's national recognition and expertise in public finance make it a trusted partner for clients seeking specialized financial advice.
  • The recent acquisition by U.S. Bancorp Asset Management could provide additional resources and growth opportunities for PFM.
  • Partnerships like the one with Sodaclick for AI-powered ordering systems demonstrate PFM's commitment to innovation and expanding its service offerings.

What critics are saying

  • The integration with U.S. Bancorp Asset Management may pose challenges in aligning corporate cultures and operational processes.
  • The competitive landscape in financial services requires PFM to continuously innovate to maintain its market position.

What makes PFM unique

  • PFM's specialization in public finance sets it apart from competitors who may not have the same depth of expertise in this sector.
  • The company's comprehensive service offerings, including ESG solutions and specialized transportation finance, provide a unique value proposition.
  • PFM's client-focused approach and tailored financial solutions ensure that they meet the specific needs of diverse clients, from local governments to non-profits.

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