Director of Business Development

Source Advisors·LinkedIn
United StatesFULL_TIMEPosted Jun 30, 2026
Open original posting

Role responsibilities

The Director of Business Development will be responsible for achieving sales quotas and collaborating across the organization to fuel success. They will represent Source Advisors to businesses and their CPAs, focusing on consultative selling and strong prospecting.

Requirements

Candidates should have 2+ years of experience selling consultative tax services or 5+ years in a related field. A bachelor's degree in a related field is required, along with the ability to sell to C-level positions and experience with CRM platforms.

Key skills

Business Development, Sales, Consultative Selling, CRM, Tax Services, Accounting, Client Management, Negotiation, Prospecting, Influencing, Presentation Skills, Collaboration, Education, Marketing, Integrity, Interpersonal Skills

Keywords

Tax Credits, Incentives, Consulting, Sales Quotas, CPA Firms, Research and Development Tax Credit, Cost Segregation Studies, Green Incentives, LIFO Inventory Solutions, ERTC, Fixed Asset Reviews, Tangible Property Reviews, Salesforce, Client Proposals, Marketing Campaigns, Business Development

Want jobs like this matched to you?

Swoopd scores fresh postings against your résumé so you only see the matches that matter.

Get started free