This is a remote position.
Basic Function:The Client Development Director is responsible for driving revenue growth by originating and closing new business opportunities for engineered tax solutions, including R&D tax credits, cost segregation, and energy-related incentives. This role requires a highly consultative sales approach, combining business development expertise with the ability to communicate complex tax strategies to business owners, real estate investors, and CPA partners. Position’s Intention:The Client Development Director exists to expand the company’s market presence and drive new revenue by developing trusted relationships and converting opportunities into closed business. This role is designed to:- Generate consistent, high-quality pipeline through outbound prospecting and strategic partnerships
- Establish credibility with financially sophisticated clients and advisors
- Convert opportunities into revenue through consultative, education-driven selling
- Build long-term referral channels, particularly within CPA and professional networks
- Serve as a key link between client needs and internal technical delivery teams
Success Measurements:Success in this role depends on establishing credibility quickly, educating clients, and guiding them through financially impactful decisions. Principal Responsibilities:- Proactively generate new business through outbound prospecting, referral development, and strategic partnerships (including CPA and real estate networks)
- Educate prospective clients and partners on engineered tax strategies, including R&D tax credits, tax cost segregation, and related incentives
- Lead discovery conversations to identify qualification, financial impact, and strategic fit
- Develop and present clear, financially grounded proposals aligned to client objectives
- Build and maintain strong relationships with CPAs, advisors, and decision-makers to drive referrals and repeat business
- Collaborate with internal engineering, tax, and operations teams to ensure accurate scoping and delivery
- Manage and track all pipeline activity in CRM (ZOHO), maintaining high data integrity and visibility
- Consistently progress opportunities through the pipeline from initial contact to close
- Participate in industry events, associations, and networking opportunities to expand market presence
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Requirements
Required Skills/Qualifications:- Ability to understand and communicate complex financial or tax concepts in a clear, compelling way
- Strong discovery and needs analysis skills
- Experience working with CPAs, financial advisors, or sophisticated business owners
- Proven prospecting, discovery and pipeline management skills
- Strong negotiation and closing skills
- Ability to collaborate cross-functionally with technical teams
- Ability to communicate complex financial or tax concepts clearly
- High emotional intelligence and business acumen
Preferred Skills/Qualifications:- Prior experience in R&D credits, cost segregation, 179D, or other engineered tax solutions
- Existing network of CPA or real estate contacts
- Experience with high-dollar B2B or complex consultative sales
- Advanced business intelligence skills
Education/Certification:- Associate's degree (A.A.) or equivalent from two-year college or technical school; orFive (5) to Seven (7) yearsrelated experience and/or training; or equivalent combination of education and experience
Language Skills:- Ability to write reports, business correspondence and clearly communicate with clients and internal staff,
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
- Ability to interpret a variety of instructions furnished in written, oral, or schedule form
Computer Skills:- To perform this job successfully, an individual should be proficient in Microsoft Office applications, including Outlook, Teams, Excel, Word, and PowerPoint, as well as CRM and sales training software.
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Benefits
Medical, Dental, Vision, Basic Life, Vol Life, STD, LTD, Accident, Critical Illness, Hospital Indemnity, Pet, FSA, HSA, 401k, PTO, and much more!
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