The Area Director (AD) role at Baker Tilly is a senior-level, strategic position. The AD possesses full responsibility for identifying and developing opportunities for Baker Tilly’s Healthcare IT Consulting Practice within his/her assigned sales territory, and for developing, maintaining and growing client relationships. The AD also assists senior management in establishing the strategic direction of the Healthcare IT Consulting Practice by identifying and communicating trends, potential new service lines, regulatory drivers, etc. The AD role is critical to the overall success of Baker Tilly’s Healthcare IT Consulting Practice (the “Practice”).

The AD will have the opportunity to: 

• Serve as Value Architect™ and enable/facilitate Value Architect™ behaviors-activities
• Generate a client facing pipeline & management - 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.
• Utilize a broad array of sales techniques and approaches to identify healthcare IT consulting opportunities within his/her assigned territory consistent with Baker Tilly’s core competencies. Approaches may include, but are not limited to, cold-calling, client visits, client entertainment, email campaigns, attendance as conferences/tradeshows and speaking engagements. The AD has broad latitude for determining approaches that are effective in his/her territory.
• 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 AD’s sales plan/initiatives/campaigns.
• Advise senior management on trends/shifts in healthcare IT (i.e. products, tools, pricing, federal requirements) that may impact company’s future direction or consulting offerings.
• Negotiate service agreements and statements of work with clients.
• Regularly document AD activities in CRM (Salesforce) and maintain an up-to-date “pipeline” of qualified opportunities, using Firm protocols for documentation.
  • 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 consulting engagement.
• Continue to develop and maintain an understanding of healthcare IT with deep knowledge of the leading software vendors/applications including service lines/solutions.
• Maintain knowledge of Baker Tilly’s core competencies, consultants and project history so can appropriately represent Baker Tilly in communications with clients/prospective clients.
• Follow healthcare IT trends, key clients and prospective clients in the news and social media to identify opportunities and to further develop and maintain overall acumen of healthcare IT.
• To represent Baker Tilly in sales meetings/conferences/tradeshows/user group meetings.
• To negotiate service agreements and statements of work including pricing structure and hourly rates with clients and prospective clients.
• Provide performance feedback to Business Development Manager, as well as other members of the staff (i.e., consultants, recruiting, and finance).

• Bachelor's Degree required
• 10 plus years of prior work experience required
• Experience in Healthcare IT 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

Baker Tilly US, LLP (Baker Tilly) is a leading advisory, tax and assurance firm, providing clients a genuine coast-to-coast and global advantage with critical mass and top-notch talent in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 36,000 professionals and a combined worldwide revenue of $4.0 billion.

Many of Baker Tilly’s roles have the opportunity to work remotely. Please discuss with your talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.