Business Development Manager

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 Business Development Manager is responsible for managing the Business Development Associates, Business Developers and Senior 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 BDM 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:

• Assists in the success of his/her direct reports; manages direct reports in identifying target lists, driving opportunities through sales process from lead generation/lead qualification to close according to Wipfli’s Sales Methodology.
• Assists in coordinating the collaboration between business developers and professionals during the sales process including guidance of the Opportunity Pursuit Team.
• Serves as a role model for his/her team in integrating with the industry/geography groups of professionals to establish productive working relationships.
• Previous sales/business development and financial services industry experience required, including experience selling into banks, fintechs, payment providers and more
• Has direct s responsibility for the sales staff directly reporting to him/.
• Responsible for reaching a personal bookings target through origination of their own leads while adhering to the Wipfli Sales Methodology.
• Has demonstrated ability to translate a growth/marketing plan into sales tactics within the context of the firm’s growth strategy.
• Understands and conforms to reporting guidelines including, but not limited to forecasting and pipeline reporting.
• Leverage modern revenue/sales technology and systems to help the team achieve/exceed bookings targets.
• Drives the growth culture in the Firm.

• Expected to understand and sell the full suite of Wipfli Services based on the needs of the client.

Required Qualifications:

• Bachelor’s Degree in Sales, Marketing, Accounting, Finance, Business, or related field.
• 10+ years’ experience in professional sales using a solution-oriented, consultative approach that uncovers broad business and strategic issues with at least 5 years in a professional services environment.
• Track record of individual and team bookings attainment that meets and exceeds sales goals.
• Experience selling into banks, credit unions, fintechs, and payment providers.
• Previous successful experience in managing Business Development teams selling a suite of offerings.
• Experience with client accounts of $10M to $1B in revenue.
• Exhibit strong technical product knowledge of Wipfli’s core services including assurance, tax, and consulting services.
• Active network of relevant C-suite contacts in focus industry.
• Demonstrated success in securing net new logo’s through their and prospecting activity.

Preferred Qualifications:

• Master of Business Administration.
• Active business community involvement.
• Experience in a Big-Four (or equivalent) professional/financial services firm.

#LI-Hybrid #LI-BD1

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 hr@wipfli.com 

"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.