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Baker Tilly US

Business Development Director

Baker Tilly US

Business Development Director at Baker Tilly focused on driving growth across Tax, Assurance, and Consulting practices. Identifying new business opportunities and managing client relationships in the Technology sector.

Posted 4/26/2026full-timeSan Francisco • California • 🇺🇸 United StatesLead💰 $191,800 - $303,310 per yearWebsite

About the role

Key responsibilities & impact
  • Understand key industry service offerings, and the ability to confidently communicate their applications in/to/for the technology ecosystem (i.e. Software & SaaS, AI, AgTech, FinTech & CleanTech, etc.) to a varied group of stakeholders.
  • Possess a deep understanding of how technology and venture capital markets intersect and function, including the technology lifecycle and the flow of capital from investors to startups, the stages of funding (seed, early-stage, growth), and the various players involved (venture capitalists, angel investors, corporate venture arms, etc.).
  • Build, maintain and grow relationships with professionals in the technology and venture capital ecosystem - including entrepreneurs, fellow investors, tech. incubators and industry experts who can provide valuable insights and opportunities.
  • Track and analyze emerging technology trends and innovations to identify potential opportunities within the industry.
  • Serve as Value Architect™ and enable/facilitate Value Architect™ behaviors-activities
  • Generate a client facing pipeline & manage/lead/participate in client pursuits (i.e., client discovery, presentations, proposal (pursuit) strategy, proposal development).
  • Develop a sales plan for the assigned territory and report weekly on progress against that plan to senior management.
  • Identify and leverage support needed to fully understand client needs, represent Baker Tilly, and close deals – i.e., technical support for calls, recruiting support, executive support, marketing support.
  • Maintain and grow relationships with existing clients by maintaining regular and open communications.
  • Ensure standards of performance are being met by assigned consultants, and satisfaction level of client. Troubleshoot issues should they arise.
  • Utilize support of Business Development Manager to achieve sales goals.
  • Provide direction and mentorship to assigned Business Development Manager in support of the Director's sales plan/initiatives/campaigns.
  • Negotiate service agreements and statements of work with clients.
  • Maintain strict compliance with CRM (Salesforce) requirements by consistently documenting opportunity notes and all related activities, and keeping an accurate, up-to-date pipeline of qualified opportunities in accordance with firm protocols.
  • Salesforce is a record of the team’s level of activity and successes, and is routinely reviewed by senior management.
  • As the company grows, the potential exists for territories to be realigned. Your input into Salesforce is the foundation upon which any successor will begin.
  • Provide weekly sales updates to senior management.
  • Be a good steward of Baker Tilly financial resources when planning sales trips and entertaining clients (i.e., booking more than one client visit for a trip, obtaining competitive rates for travel by planning in advance).
  • Ensure client satisfaction on each and every engagement.
  • Maintain knowledge of Baker Tilly’s core competencies, consultants and project history to appropriately represent Baker Tilly in communications with clients/prospective clients.
  • To represent Baker Tilly in sales meetings/conferences/tradeshows/user group meetings.

Requirements

What you’ll need
  • Bachelor's Degree required
  • 10+ years of experience in technology-focused industries or in professional services supporting these sectors (e.g., accounting, law, management consulting, municipal advising, etc.), required
  • Experience selling or delivering tax, assurance and/or consulting services within technology-driven or IT environments required
  • Excellent sales skills and a proven track record of achieving KPI’s
  • Strong interpersonal skills and an ability to build rapport with internal Partners, Senior Management and stakeholders of varying levels/experience
  • Driven and ambitious individual with a strong desire to succeed
  • Eligibility to work in the U.S. without sponsorship required
  • Ability to travel up to 50% as needed.

Benefits

Comp & perks
  • Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
sales strategyclient discoveryproposal developmentpipeline managementnegotiationKPI achievementtechnology lifecyclefunding stagesCRM documentationclient satisfaction
Soft Skills
interpersonal skillsrelationship buildingcommunicationmentorshipproblem-solvingambitiondrivenleadershipcollaborationadaptability
Certifications
Bachelor's Degreesales certificationsconsulting certificationstax certificationsassurance certificationsproject management certificationstechnology certificationsfinancial certificationsbusiness development certificationsindustry-specific certifications