What are the responsibilities and job description for the Senior Business Development Manager position at Sapling Financial Consultants Inc.?
COMPANY SUMMARY
Sapling Financial Consultants is a management consulting firm, founded in 2015. What started as an idea from a kitchen table has turned into a trusted advisor serving clients across North America. Headquartered in Toronto, Ontario, with a newly opened satellite office in New York and Atlanta, Sapling is supported by a team of 30 professionals, delivering high-quality financial modeling, due diligence, interim FP&A and data analytics solutions tailored to mid-market companies, private equity firms, investment banks, search funds and independent sponsors, infrastructure and electricity developers, as well as entrepreneurs.
More than half of Sapling’s clients are based in the U.S., reflecting its expanding geographic footprint and growing reputation in management consulting. The firm continues to scale its capabilities, invest in new talent and maintain flexibility in response to shifting market conditions. During periods of economic uncertainty, Sapling has consistently demonstrated steady growth. The firm was recognized for its excellence, being awarded the CanadianSME National Business Award for Best Professional Service in 2023, receiving Ragan’s 2025 Workplace Wellness Award in the category of Learning & Development – Wellness Initiatives, as well as being ranked among Canada’s Top Growing Companies by The Globe and Mail’s Report on Business Magazine in 2024, with a three-year growth rate of 215 per cent
.
POSITION SUMMARY, DUTIES AND QUALIFICATIO
NSWe are looking for an experienced and driven Senior Business Development Manager to play a key role in expanding Sapling’s business in the Atlanta area. This is a tremendous career opportunity for a relationship-oriented, strategic sales professional eager to build lasting client partnerships and directly influence the growth trajectory of a top-tier financial consulting fir
m.Our guiding principle is We Live for A . If you are someone who strives for excellence, not because you have to, but because you take pride in doing great work and enjoy seeing how far you can go, then Sapling might be exactly where you belon
g.In this role, you’ll act as a trusted advisor to clients cultivating relationships with Private Equity firms, Investment Banks, CFOs, and other financial leaders and aligning Sapling’s consulting services with their strategic objectives. You’ll also collaborate closely with firm leadership to refine business development strategies, contribute to revenue planning, and enhance Sapling’s market presenc
e.
Roles & Responsibiliti
- es:Aggressively prospect and expand customer base in the Atlanta area, targeting Private Equity Firms, Investment Banks, CFOs and Lenders, and other similar business
- es.Execute against the strategic business plan, tactical objectives, and revenue goals, driving influence to grow demand and enable sal
- es.Collaborate with senior management to set sales goals that support business and revenue objectives, develop budgets, and create sales forecas
- ts.Ensure the company is increasing market influence and presence in key markets and achieving sustained market share growth through strategic and continuous sales activi
- ty.Manage the sales process from lead generation to closing, ensuring a seamless client experience and high satisfacti
- on.Establish priorities and effectively screen new business opportunities to ensure alignment with company strategy and operational capabiliti
- es.Set, measure and track target progress and performance to optimize sales strategi
- es.Work with senior leadership to establish and lead satellite sales offices in key locations across North Ameri
- ca.Represent the company at industry events, conferences, and networking opportunities to promote our services and build relationshi
ps.
Requireme
- nts:Proven track record of achieving sales targets and driving revenue growth in a sales hunter
- roleExperience in financial fields such as accounting, consulting, investment banking, lending, etc., is considered an a
- ssetHistory of attaining revenue and performance goals as well as growing and maintaining a customer
- baseDemonstrated history of closing business opportunities and building long-term relationships, consistently meeting and/or exceeding g
- oalsExcellent and persuasive oral and written communication skills requ
- iredStrong understanding of consulting services and industry tr
- endsExcellent communication, negotiation, and interpersonal sk
- illsStrategic thinker with the ability to analyze data, identify opportunities, and develop effective sales strate
- giesProficiency in CRM software and sales management t
- oolsBachelor's de
- greeCPA/CFA or related designations are an a
- ssetAbility to travel as needed (
25%)
Key Attrib
- utes:Growth mindset: Makes continuous efforts to learn and
- growCustomer-centric: Places customer needs first and works to deliver solution-based assistance through company serv
- ices.Self-motivated: Establishes and takes action on their goals and tar
- gets.Solution-focused: Focuses on long-term opportunities, strategies and ideas rather than prob
- lems.Results driven: Remains organized and focused on exceeding company KPI’s and targets while setting an example for o
- thersHungry: Has a strong desire to go above and beyond, always looking for more responsibility, and thinking about the next step and opportu
nity.
APPLICATION D
ETAILSStart Date
: ASAPLocation: A
tlantaApplication Mate
- rials:
- ResumeHuman written (NON-AI) Cover Letter focusing on your career achievements and goals and how they apply or translate to thi
- s roleAnswering a couple of questions on our onlin
e form
We do not use AI to review your application. When it is reviewed, it is reviewed by a human being, likely a senior one, at Sapling. This reflects the care with which we do all our work. At Sapling, you are a person in whose growth we are deeply vested - you are not a number, and not data for a large language
model.
Sapling Financial Consultants is an equal opportunity employer that is committed to inclusion and di