JOB SUMMARY

The Business Development (BD) Director of Software Implementation is responsible for driving growth across UHY’s national service lines by expanding the firm’s footprint in local markets and promoting cross-selling opportunities within key practice areas. This role leads all aspects of the sales process, including segmented prospect targeting, identifying opportunities for service line integration, supporting partners in solution development, assembling pursuit teams, and managing the process from initial contact through to closing and contract finalization. The BD Director is expected to build and maintain a strong sales pipeline, deliver strategic presentations and proposals, and collaborate across teams to convert opportunities into new business.
In addition to direct sales responsibilities, the BD Director works closely with firm leadership to co-lead growth efforts through proactive prospecting, relationship-building, and active participation in industry and professional associations. This position requires a strategic, client-focused individual who excels at developing relationships, navigating complex business environments, and managing multiple priorities simultaneously in a fast-paced setting.

JOB DESCRIPTION

Business Development & Strategic Growth

• Increase UHY’s market presence and collaborate with leadership for a cohesive go-to-market strategy
• Leverage proven and established network of contacts, professional affiliations, and industry groups
• Generate and qualify new business opportunities with prospective clients for Software selection and related consultative services
• Responsibility to obtaining initial meetings with prospective clients and having SMEs on the meetings as needed
• Nurturing relationships with a consultative approach and a goal of a long-term sales approach
• Identify marketing and business development initiatives to drive cross-selling and key account growth
• Collaborate across teams to understand firm offerings and align them with ideal client profiles
• Assist in preparing sales materials, proposals, and prospect communications
• Document business development activities in Salesforce and maintain a qualified pipeline
• Provide ongoing market insights to National Sales Organization management

Preferred Network Strengths

• Strong connections with C-Suite executives and decision-makers
• Active involvement in industry organizations and professional associations
• Engagement with CIOs, Controllers, and Head of Finance to drive business opportunities
• Understanding of and experience working with Middle Market Companies

REQUIRED EDUCATION AND EXPERIENCE

• Bachelor’s degree in business administration, finance, accounting, marketing or equivalent experience
• 10+ years of professional services sales experience
• Understands the business issues associated with accounting and/or professional services, strong ability to uncover needs and develop solutions to client issues
• Ability to establish and cultivate long-term effective relationships with internal and external relationships
• Must be motivated and self-disciplined; must possess strong time management skills
• Demonstrate strong communication, presentation, analytical and organizational skills
• Prior success meeting and/or exceeding annual sales target
• Experience leveraging a CRM tool for report generation and sales tracking
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook, and SharePoint) and Salesforce software

PREFERRED EDUCATION AND EXPERIENCE

• Master’s degree in business administration, finance, accounting, marketing or equivalent experience
• Prior success consultative selling for a consulting or accounting firm
• Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
• Prior FP&A experience either with software or service

WHO WE ARE

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.