Senior Manager, Business Development

At Wipfli, people count.

At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.

People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

Job Summary

Under the direction of the National Sales Director, the Senior Manager of Business Development is responsible for managing Business Developers across the Firm; growing Wipfli’s professional services sales into its target client segments and identifying and providing leads to the Firm’s industry resources as appropriate. The Senior Manager, Business Development will spend approximately 50% of their time managing direct reports and 50% on direct sales responsibilities, in accordance with company policies and procedures.

Essential Responsibilities

• Demonstrated ability to develop and execute an industry growth plan for Financial Services and associated sub-verticals into sales tactics within the context of the firm’s growth strategy.
• Assists in the success of his/her direct reports; manages direct reports in identifying target lists, driving opportunities from lead generation/lead qualification to close according to Wipfli’s Sales Methodology.
• Identify and pursue new business across multiple service areas, including consulting, technology, and accounting solutions.
• Manage the coordination and collaboration between business developers and professionals during the sales process including guidance of the Opportunity Pursuit Team.
• Be a role model for his/her team in integrating with the industry groups to establish productive working relationships.
• Build and maintain relationships with executives, referral sources, and key stakeholders to generate new opportunities.
• Represent Wipfli at conferences, networking events, and community engagements to enhance brand visibility.
• Activate sales channels and marketing campaigns to nurture leads and convert them into opportunities.
• Has direct bookings responsibility for the sales staff directly reporting to him/her.
• Responsible for reaching a personal bookings target while adhering to the Wipfli Sales Methodology.
• Provide regular updates on pipeline status, performance metrics, and progress toward growth goals.

Required Qualifications

• Bachelor’s Degree in Sales, Marketing, Accounting, Finance, Business, or related field.
• 10+ years’ progressive sales experience using a solution-oriented, consultative approach with at least 5 years in a professional services firm.
• 5+ years proven success managing and scaling Business Development teams, driving consistent pipeline growth and bookings attainment.
• Track record of personal bookings attainment that meets and exceeds sales goals.
• Experience developing executive-level relationships and selling complex solutions to organizations with $15M–$500M in revenue.
• Established network of C-suite and senior decision-makers, with ability to leverage relationships for strategic growth.
• Exhibit strong technical product knowledge of professional services including assurance, tax, and consulting services.
• Strong business acumen with ability to navigate complex sales cycles and influence at the highest levels of client organizations.

Preferred Qualifications

• Master of Business Administration.
• Active business community involvement.
• Prior experience selling Salesforce Financial Services Cloud, Creatio, BUSINESSNEXT or other Financial Services CRM systems a plus.

Benjamin Dzanic, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect!

Additional Details

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at [email protected]

Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $129,000 to $190,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.

Individuals may be eligible for a commission plan, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.

Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.

"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.