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Director of Business Development
Crete Professionals AllianceDirector of Business Development at Northstar Financial focusing on pipeline generation and closing across various channels. Building strategic partnerships in regulated industries and leveraging technology for growth.
Tech Stack
Tools & technologiesApollo
About the role
Key responsibilities & impact- Source, prospect, and close new business through every available channel: cold calling, email sequences, LinkedIn outreach, direct mail, referral cultivation, and in-person networking
- Own the full sales cycle from initial outreach through signed engagement, including discovery, proposal, negotiation, and close
- Build and maintain a target account list aligned to priority industries (cannabis, construction, healthcare, SaaS, ecommerce, and emerging verticals)
- Represent Northstar at industry conferences, trade shows, and networking events and convert conversations into a qualified pipeline
- Develop referral partnerships with attorneys, consultants, bankers, and other professionals serving our target market
- Leverage CRM tools (HubSpot, Salesforce, or similar) to manage pipeline, automate follow-ups, and track conversion metrics
- Design and execute multi-touch outbound campaigns combining email sequences, LinkedIn engagement, phone outreach, and direct mail
- Use LinkedIn Sales Navigator, ZoomInfo, Apollo, or comparable platforms to identify and engage decision-makers; continuously improve effectiveness through A/B testing and data-driven iteration
- Partner with the marketing team to align outbound efforts with campaigns, messaging, and brand positioning; provide field intelligence to sharpen targeting and content strategy
- Identify, coordinate, manage, and liaise with external marketing vendors to drive inbound lead generation and amplify the firm’s market presence
- Coordinate on event strategy, follow-up workflows, and sales enablement materials
- Maintain a clean, accurate pipeline with regular reporting on activity metrics, pipeline health, forecasting, and conversion rates
Requirements
What you’ll need- 5+ years in business development or sales with a demonstrable track record of generating and closing new business (not managing existing accounts)
- Experience selling professional services, financial services, or B2B advisory solutions
- Proven ability to build pipeline from scratch through outbound prospecting, networking, and relationship development
- Fluency with CRM platforms and modern sales technology (email automation, prospecting tools, campaign analytics)
- Comfortable and effective at conferences, trade shows, industry mixers, and client meetings
- Excellent communication, negotiation, and presentation skills; self-starter with urgency and accountability
- Strongly Preferred
- Background in accounting, finance, or tax; someone who can discuss fractional CFO services, controllership, tax liability, audit preparation, and bookkeeping with genuine authority
- Experience in or familiarity with regulated industries (cannabis, construction, healthcare)
- Prior experience executing direct mail campaigns and multi-channel outbound programs
- Existing network of referral partners, industry contacts, or centers of influence in relevant verticals
Benefits
Comp & perks- Full package — health, dental, vision, 401(k), and more
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
business developmentsalesoutbound prospectingpipeline managementnegotiationpresentationemail automationcampaign analyticsdirect mail campaignsmulti-channel outbound programs
Soft Skills
communicationnegotiationpresentationself-starterurgencyaccountabilityrelationship developmentnetworkingevent strategy coordinationfield intelligence