What You’ll Do
ESSENTIAL JOB RESPONSIBILITIES - Director, Business Development, is responsible for the organization of new diligence opportunities.
Duties and responsibilities include but are not limited to :
- Supports and demonstrates IMA’s core values.
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
- Identify and cultivate relationships with potential clients to understand their financial diligence needs.
- Develop and execute strategies to generate leads and expand the client-base.
- Collaborate with internal teams to create tailored financial diligence proposals and presentations for clients.
- Serve as the primary point of contact for clients, addressing inquiries, and providing exceptional service throughout the engagement lifecycle.
- Maintain strong client relationships, ensuring satisfaction, and seeking opportunities for cross-selling additional services.
- Stay updated on industry trends, market developments, and competitor activities to identify new business opportunities.
- Develop strategic plans to position the company's financial diligence services competitively in the market.
- Interact professionally and timely with clients via email, phone, and in-person.
- Maintain in-depth knowledge of all products and services provided by RedRidge.
- Enter and maintain all prospective and active client data in company-directed contact management software system (SalesForce).
You Should Have :
REQUIRED EXPERIENCE AND SKILLS include but are not limited to :
- Six or more years of proven experience in business development or sales within the financial services industry, specifically in financial diligence or advisory services.
- Entrepreneurial mindset with a proactive approach to identifying and pursuing opportunities.
- Excellent interpersonal, organizational, oral, and written communication skills.
- Strong ability to maintain project deadlines and focus.
- High attention to detail.
- Experience with SalesForce (preferred) and MS Office products required (specifically PowerPoint, Outlook, Word, Excel, and Teams).
- Moderate travel (25-50%).
- Bachelor’s degree in finance and / or accounting (major preferred).
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