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HBK CPAs & Consultants
Warrendale, PA | Full Time
$167k-233k (estimate)
2 Weeks Ago
Client Engagement Director
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$167k-233k (estimate)
Full Time 2 Weeks Ago
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HBK CPAs & Consultants is Hiring a Client Engagement Director Near Warrendale, PA

Client Engagement Director
HBK is growing, now a Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have created and foster thousands of close, caring, supportive client relationships.
Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.
We are entrepreneurs working with entrepreneurs, owners working with people who are owners of small and mid-size businesses, the heartbeat of our country. We are more consultants than number crunchers, an influence in our communities as well as our clients and their finances. When we go home at night, we know we've made something happen for our clients. If you want a career that is all about helping people, you're the kind of person we're looking for. Please read on to discover if you could see yourself joining the HBK Family as our newest Client Engagement Director.
QUALIFICATIONS
  • Bachelor's degree in Business, Accounting, or Marketing required
  • B2B sales experience required
  • Proficient in lead generations through various platforms
  • Existing relationships in the market are desirable
  • Must be able to work independently as well as with large teams
  • High energy and positive attitude required
  • Flexibility to attend marketing and other networking events during weekends and evenings when needed
  • MS Office proficiency (PowerPoint, Word, & Excel)
  • CRM Experience
ESSENTIAL FUNCTIONS:
  • Responsible for Business Development and Client Engagement for Pittsburgh, PA.
  • Assist in securing new clients and new revenue streams for the firm and develop strong, collaborative relationships with Principals and Managers as part of a pursuit team.
  • Must be skilled at obtaining new relationships as well as cross-selling existing HBK brands to our existing client base
  • Will also serve to increase the sales effectiveness of our Principals and Managers by keeping them on track through the sales process and applying a unified method of prospecting and business development as adopted by the firm
  • Work with our other client engagement directors across our markets to deliver a unified go-to-market strategy as well as encourage pursuing larger national clients
  • Must be skilled at discovery and identifying needs, presenting solutions, guiding clients through the buying experience, assisting, and negotiating the closure of opportunities with our principal group including proposal building and conducting client meetings.
  • Screen digital leads to find good fit opportunities for the firm, thus avoiding using other professional's time.
  • Will lead or co-lead Practice Development meetings in the region.
BENEFITS WE OFFER:
  • Competitive Compensation
  • Anniversary Bonus
  • Paid Time Off
  • 401(k) plan with company match and profit sharing
  • Medical, dental, and vision insurance
  • Company Paid Life Insurance
  • Affordable Short- & Long-Term Disability Insurance
  • Affordable Accidental and Critical Illness Insurance
  • 9 Paid holidays
  • Disability Insurance
  • Annual Performance Reviews
  • And Much More...
HBK 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.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
#HBKCPA

Job Summary

JOB TYPE

Full Time

SALARY

$167k-233k (estimate)

POST DATE

04/30/2024

EXPIRATION DATE

05/19/2024

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