Client Development Director

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🕒 March 11

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Engineered Tax Services Inc.

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2001

💸 Finance

💳 Fintech

☁️ SaaS

Finance • Fintech • SaaS

Engineered Tax Services Inc. is the nation's premier tax credit and incentives firm that combines expert knowledge in engineering with tax and accounting principles. The company's team, consisting of tax attorneys, engineers, and scientists, specializes in services such as cost segregation, R&D tax credits, and various tax deductions to help clients maximize their tax benefits. They have successfully generated billions in U. S. stimulus incentives, impacting numerous jobs across the economy.

📋 Description

• Achieve maximum sales profitability, growth and account penetration for both new prospects as well as current accounts and earn new business opportunities by offering unique and comprehensive solutions for clients throughout their portfolio. • Personally contact and secure new business accounts. • Maintain professional and technical knowledge by reviewing professional publications, establishing personal networks, participating in professional societies. • Make telephone calls and in-person visits and presentations to existing and prospective clients. • Actively market through tax planning sessions, newsletters, websites and follow up calls. • Prepare co-op or rebranded marketing material to assist in business development opportunities. • Develop clear and effective written proposals. • Monitor and report on weekly activity. Reports can include client/prospect needs, problems, interests, competitive activities, and potential for new services. • Conduct "team selling" strategies when appropriate. • Prepare a market analysis to help identify prospective clients. • Participate in trade shows and conventions. • Manage and update all leads & accounts in ZOHO (CRM) by following ETS company-wide ZOHO guidelines. • Consistently generate and progress qualified leads through outbound activity, meetings, and follow-up. • Move opportunities forward by clearly identifying client needs, supporting proposals, and collaborating on team-selling efforts. • Build trusted relationships with clients and decision-makers that drive repeat business and referrals. • Constantly assess, clarify, and validate customer growth needs on an ongoing basis.

🎯 Requirements

• Proven track record of hitting sales goals and delivering great solutions for your client base • Proven experience in active sales & successful track record of closing new deals • Strategic thinking in respect to the market and client needs • Strong skills in building relationships and client-orientated attitude • Excel at building relationships internally and externally to drive incremental business, value, and revenue • Strong business acumen, as well as technical aptitude • Strong emotional intelligence and critical thinking • Customer Service • Meeting Sales Goals • Closing Skills • Prospecting Skills • Negotiation • Self-Confidence • Product Knowledge • Presentation Skills • Client Relationships • Motivation for Sales. • Interpersonal and soft skills that motivate trust, teamwork and transparency.

🏖️ Benefits

• Medical • Dental • Vision • Basic Life • Vol Life • STD • LTD • Accident • Critical Illness • Hospital Indemnity • Pet • FSA • HSA • 401k • PTO • much more!