Responsible for managing inbound prospects, maintaining client relationships, achieving sales targets, and collaborating with internal teams to meet client needs.
BPM – where caring and community is in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation. As an [insert title here] you will be responsible for getting the best possible outcome from inbound prospects. In this role you will maintain strong relationships with clients to understand their needs, collaborate with internal departments to ensure appropriate services are provided to achieve sales targets.
Working with BPM means using your experiences, broadening your skills, and reaching your full potential in work and life—while also making a positive difference for your clients, colleagues, and communities. Our shared entrepreneurial spirit drives us to see and do things differently. Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter.
What you get:
- Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility.
- Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections.
- Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself.
- Professional development opportunities: A learning culture with CPA exam resources and bonuses, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University.
Job Responsibilities:
- Meet or exceed sales quotas and KPIs
- Research prospective clients to determine fit, existing firm connections and possible opportunities
- Qualify inbound leads and follow up on marketing campaigns
- Run effective qualification calls and manage subsequent interactions
- Manage sales process, coordinating internally and externally on key action items
- Understand client needs & propose appropriate solutions with an eye toward multi-service engagements where appropriate
- Maintain accurate records in BPM’s CRM system, Salesforce
- Provide feedback on customer trends
- Participate in sales strategy planning
- Prepare quotes, proposals and contracts in conjunction with service line experts
Skills Required:
- Strong understanding of consultative selling
- Ability to close deals and handle objections effectively
- Ability to identify high-potential prospects
- Experience managing sales funnels and forecasting revenue
- Proficiency in tools like Salesforce, HubSpot, ZoomInfo, LinkedIn Sales Navigator
- Clear, persuasive and professional communication skills
- Ability to understand the clients’ needs and respond appropriately
- Strong relationship-building techniques, ability to build trust and rapport with prospective clients
Wondering if you should apply?
At BPM we are people who value people. We are progressive and purposeful. We are a firm with flexibility. Our shared entrepreneurial spirit drives us to see and do things differently. And our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger.
***************
BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Top Skills
Hubspot
Linkedin Sales Navigator
Salesforce
Zoominfo
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