Onshore
Finance / FinServ
BusinessDevelopmentDirector
“Business Development Director at Onshore. Skills: B2B sales, full-cycle sales, quota carrying responsibilities, sales pipeline building, relationship building, R&D tax credit space. Develop and maintain a robust pipeline of qualified prospects by identifying target markets, conducting research, and implementing strategic outreach campaigns that effectively engage potential clients and generate interest.. Actively initiate and nurture meaningful connections with prospects and partners through a v”
What You'll Achieve.
drive revenue growth; deliver clear value
Industry & Context.
uncover new opportunities
What They're Looking For.
Must Have
5-8+ years of full-cycle B2B sales experience, in an individual contributor capacity with quota carrying responsibilities, Bachelor’s degree is required, Ability to quickly learn and understand technical product concepts related to tax, Experience building relationships with C-Suite executives, CPAs, business owners, and other tax professionals, Successful experience building sales pipelines through strategic outreach including calls, emails, LinkedIn, along with managing the full sales cycle, Maintain a meticulously organized CRM system by keeping data accurate, up-to-date, and filled with actionable opportunities, enabling efficient follow-up and strategic planning
Nice to Have
Business, Finance, Economics, or a related field are preferred, Proven expertise and exposure to the R&D tax credit space, passion for technology, AI, and the financial/tax industry, Proficiency with Salesforce and other sales tools (Outreach and LinkedIn Sales Navigator preferred), Familiarity with financial documents and/or basic tax-related terminology
What You'll Do.
Develop and maintain a robust pipeline of qualified prospects by identifying target markets
and implementing strategic outreach campaigns that effectively engage potential clients and generate interest.
Actively initiate and nurture meaningful connections with prospects and partners through a variety of channels such as phone calls
and in-person and/or virtual networking events to build rapport and trust.
Manage the entire sales cycle seamlessly
from the initial greeting and discovery phase to proposal presentation
all while ensuring a positive and professional experience at every touchpoint.
Collaborate closely with senior leadership and cross-functional teams to identify and prioritize high-value industries and key accounts
devising tailored strategies that maximize opportunities and drive revenue growth.
Cultivate and strengthen long-term relationships with executive decision-makers and channel partners
providing ongoing support
and value to foster loyalty and encourage repeat business.
Maintain a meticulously organized CRM system by keeping data accurate
and filled with actionable opportunities
enabling efficient follow-up and strategic planning.
Embody the brand and values of Onshore by consistently presenting yourself as confident
acting as a trusted representative who delivers clear value and builds positive
How You'll Work.
Team & Collaboration
Collaborate closely with senior leadership and cross-functional teams to identify and prioritize high-value industries and key accounts, devising tailored strategies that maximize opportunities and drive revenue growth.
Communication Scope
communication
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