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Plante Moran

Audit, tax, consulting, wealth management

Business Development Manager

Account ExecutiveConfirmed live in the last 24 hours
Full-timeWakefield, MA, USAHybrid

About the Job

Requirements

  • A bachelor's degree in business, accounting, finance, or a related field is required.
  • Seven to ten years of experience in business development, sales, or client relationship management within accounting, consulting, or professional services environments is required.
  • Demonstrated success selling $750,000 or more annually in first-year fees is required.
  • Ability to develop a prospect list, build a pipeline of opportunities, and close business is required.
  • Ability to forecast the pipeline accurately is required.
  • Ability to identify additional revenue opportunities is required.
  • Ability to build strong relationships within the firm and teams through quality work and leadership is required.
  • Strategic thinking and analytical skills are required to identify market opportunities and build client partnerships.
  • Familiarity with industry trends, regulatory requirements, CRM systems, and cloud-based accounting tools is required.
  • Candidates must be legally authorized to work in the United States without sponsorship, except qualified candidates who are bilingual in Japanese and English or Chinese and English.
  • Some local or national travel may be required.

Responsibilities

  • Identify and develop new business opportunities by engaging with business leaders, attending industry events, and building relationships with prospective clients.
  • Lead and execute outreach strategies, including prospecting, developing contact plans, and organizing meetings to uncover client needs the firm can address.
  • Collaborate with internal teams to develop and implement pursuit strategies, participate in proposal development, and align efforts with firm growth objectives.
  • Maintain accurate records of business development activities in the firm's CRM system and prepare management reports on sales performance, client wins, and outreach efforts.
  • Represent the firm at association functions, trade shows, and networking events to enhance visibility and promote its services in the market.

Desired Qualifications

  • Advanced degrees or professional certifications, such as CPA or CBDM, are highly valued.

About the Company

Plante Moran

Audit, tax, consulting, wealth management

Plante Moran is a large professional services firm offering audit, tax, consulting, and wealth management. Its services help clients manage risk, optimize finances, and plan strategy through teams of specialists who work with clients across 23 locations and internationally. The firm labels itself as people-first, aiming to treat business as personal and to build lasting relationships with clients, employees, and communities. Its product is delivered as practical advisory work—audits, tax planning, management consulting, and wealth guidance—tailored by multidisciplinary teams that partner with clients to advance their businesses and chart new territories. The main differentiator is the emphasis on people and personal service, backed by a century-long history and a large, distributed network of professionals. The goal is to be a trusted advisor that clients can rely on to grow their business, strengthen strategies, and support those who depend on them.

Company size
Not listed
Company stage
Not listed
Total funding
Not listed
Headquarters
Chicago, IL
Founded
1924

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