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, Expert

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, healthcare organizations, and non-profits, plan for their financial futures through services like investment advice, financial planning, and retirement planning. PFM operates mainly in the public finance sector, offering tailored financial solutions that cater to the specific needs of its diverse clientele. This includes specialized teams for transportation finance and economic consulting, which assist clients in developing effective financial strategies and planning for economic development. PFM also offers ESG solutions for clients interested in sustainable investments. What sets PFM apart from its competitors is its deep industry expertise and a strong commitment to understanding the unique challenges faced by its clients, making it 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

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for ESG solutions aligns with PFM's sustainable investment offerings.
  • Digital transformation in public finance offers PFM opportunities to integrate advanced technologies.
  • Expansion of public-private partnerships in infrastructure projects benefits PFM's transportation finance.

What critics are saying

  • Increased competition from AI-driven financial advisory services challenges PFM's traditional model.
  • PFM's acquisition by U.S. Bancorp may lead to strategic misalignments and conflicts.
  • Technological risks from AI-powered drive-thru systems could affect PFM's client satisfaction.

What makes PFM unique

  • PFM specializes in public finance, serving diverse clients like governments and nonprofits.
  • PFM offers tailored financial solutions, including ESG and transportation finance expertise.
  • PFM's client-focused approach ensures customized financial strategies for unique client needs.

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