Business Development and Client Relationship Manager
Higgins & Associates
No salary listed
Dallas, TX, USA + 1 more
More locations: Fort Worth, TX, USA
Hybrid
Periodic late evening or early morning events are required in the Dallas/Fort Worth/Austin area, along with occasional out-of-town conferences.
Category
Business & Strategy (1)
Required Skills
Sales
CRM
HubSpot
Word/Pages/Docs
Marketing
Excel/Numbers/Sheets
Microsoft Outlook
PowerPoint/Keynote/Slides
Requirements
At least two years of direct business development and client relationship management experience, ideally in a professional services firm.
Ability to quickly grasp engineering and architectural professional services and relate them to clients’ needs.
Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.
Strong time management, critical thinking, and problem-solving skills.
Familiarity with customer relationship management systems, including HubSpot, and email distribution tools.
Ability to manage multiple deadlines while remaining detail- and quality-focused.
Strong written and verbal communication skills.
Ability to build and maintain internal and external relationships.
Responsibilities
Plan and develop customer engagement strategies for current and future customers, including monthly marketing and activities plans, pipeline-add goals, and annual sales goals.
Conduct customer engagement activities, including one-on-one meetings, client-office visits, promotional events, client learning sessions, and client entertainment events.
Develop client-specific sales presentations in PowerPoint describing engineering and architectural professional services.
Follow the company’s sales qualification process to sell projects and meet identified sales goals.
Attend periodic late evening or early morning events in the Dallas/Fort Worth/Austin area.
Attend out-of-town conferences and represent the company brand to clients and prospects when needed.
Interpret client needs and develop proposals using existing templates.
Track and manage customer contacts, interactions, and opportunities in a customer relationship management system.
Use customer management skills to ensure deadlines, sales targets, and cost targets are met.
Follow up on and secure signed sales agreements.
Desired Qualifications
A formal business development, client relationship, sales, or marketing qualification.
First-hand experience in property management, insurance, construction, restoration, architecture, or engineering fields.
Founded in 2000, Higgins & Associates, Inc. is a multi-disciplined forensic engineering and architecture firm headquartered in Denver, Colorado with an additional office located in Dallas, Texas. We provide forensic engineering, architectural consulting, expert witness, construction quality assurance and cost consulting services to the insurance industry, law firms, contractors, and commercial/residential property owners.
Higgins & Associates is seeking a highly motivated Business Development and Client Relationship Manager to lead the development of new business and management of client relationships across our verticals. Working in collaboration with the Chief Business Officer and Director of Client Services you will be responsible for promoting the capabilities of the firm, managing current and future client relationships, generating opportunities and closing new sales. A successful Business Development and Client Relationship Manager will be expected to be a professional, well-organized, and driven individual, who excels at understanding and communicating technical concepts, while delivering exceptional customer service and achieving target sales goals.
The ideal candidate will be familiar with Account Management and Sales in a professional services organization, with a strong acumen for articulating value propositions and communicating the differentiating factors that our firm offers over our competitors. As a self-starter, you will be expected to demonstrate strong verbal and written communication skills with a natural ability to engage with prospects and existing clients. The successful candidate will demonstrate a strong desire to understand and learn the services provided by forensic engineering and architectural firms, and how these relate to our clients’ individual needs. First-hand experience in the property management, insurance, construction, restoration, architecture, or engineering fields would be a significant benefit.
Essential Duties and Responsibilities:
Ability to quickly grasp the nature of engineering and architectural professional services and how these relate to clients’ needs.
Plan and develop a customer engagement strategy to be approved by supervisor to identify and engage with current and future customers to include:
Monthly Marketing & Activities Plan
Pipeline-Add Goals
Annual Sales Goals
Perform customer engagement activities which may include:
One-on-one meetings with targeted current and future customers.
Unannounced drop ins at client offices and work locations, for the delivery of company promotional collateral along with snacks, e.g. donuts, cookies, etc. in the Dallas/Fort Worth/Austin area.
Plan schedule and conduct company promotional events including client learning sessions and client entertainment events including dinners, happy hours, etc.
Develop sales presentations in PowerPoint describing our engineering and architectural professional services tailored specifically to each client on the specific needs of each project.
Upon being trained, adherence to Higgins & Associates’ sales qualification process to effectively sell projects and meet identified sales goals.
Ability to attend late evening / early morning events on a periodic basis In the Dallas/Fort Worth/Austin area.
Attend out-of-town conferences and represent the company brand to clients and prospects when needed.
Interpret client needs and develop simple proposals based on existing templates.
Track and manage customer contacts, interactions, and opportunities in a customer relationship management system.
Use excellent communication and customer management skills to ensure deadlines, sales and cost targets are met.
Follow-up on and secure signed sales agreements.
Education/ Formal Training Required:
At least two years of direct business development and client relationship. management experience, ideally in a professional services firm.
A formal business development, client relationship, sales or marketing qualification would be a significant benefit.
Capabilities:
Ability to build and maintain relationships internally and externally.
Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
Strong time management skills.
Strong critical thinking and problem-solving skills.
Target-focused with a strong desire to win.
Familiar with managing CRM systems (HubSpot) and email distribution tools.
Ability to manage multiple deadlines while remaining detail and quality focused.
Ability to communicate effectively with others including strong written and verbal communication skills.
Our Offer:
We aim to create an environment where the best people want to work, where they can turn their passion into their job and realize their full potential.
Individual development, on-the-job training, and development programs designed to help our employees grow in their careers.
Competitive pay and participation in the company bonus program based on performance-based incentives.
100% company paid healthcare, dental and vision insurance.