Client Development Executive in Exton, Pennsylvania at Berkheimer Business Services

Berkheimer Business Services, a prominent provider of financial, accounting, auditing, marketing, and sales services, is seeking a dynamic and customer-obsessed individual with an outgoing personality to join our team. With a rich history of delivering effective solutions for our clients, we foster a culture of teamwork and satisfaction. Join us in our mission to provide top-notch services to the Berkheimer family of companies!

WHAT YOU'LL DO:

As a Client Development Executive, you will be a Relationship Management Expert, focusing on the client base of Berkheimer Tax Innovations, Pennsylvania's most trusted tax administrator.

The primary responsibility will be to plan, expand, and oversee business development in assigned counties located in the north-western area of Pennsylvania. The role involves establishing new client relationships and evolve existing ones through ongoing communication and education about our valuable services. The successful candidate has the ability to build strong relationships and relate to all types of personalities and individuals.

Additional responsibilities include:

• Identify and generate new client leads, convert prospects into long-term clients, cross-sell company products and services, and enhance revenue opportunities.
• Regularly meet with assigned client accounts, analyze their needs, and propose solutions based on our sales process, motion, and methodology.
• Develop and maintain account plans for key customer accounts, presenting quarterly or yearly business reviews.
• Collaborate with operations teams and client success programs to ensure continued value with our products and services.
• Work with senior leadership to accurately forecast, renew contracts, and provide insights around leading indicators for your book of business.
• Provide service and travel to the following counties: Berks, Bucks, Chester, Delaware, Lancaster, Lebanon, Montgomery

LOCATION + SCHEDULE:

• Day Shift, Monday – Friday
• Remote Opportunity, but must be in south-eastern PA area for daily travel
  • Daily local travel: 60 – 70%
  • You will meet with your team via MS Teams to stay connected, and travel to Berkheimer offices as required

PAY + BENEFITS:

• Salary: $65k - $72k, commensurate with experience
• Plus, commission on sales!
• Medical, dental, vision insurance
• Generous PTO – Vacation, Sick, Personal, and Company Holidays
• 401(k) Profit Sharing
• Basic Life Insurance
• Tuition Reimbursement
• Travel Assistance
• Employee Assistance Program
• Long Term Disability
• Preparation of Wills
• Optional pet insurance

• Bachelor's Degree or equivalent from four-year College or technical school; and
• Minimum 2 – 5 years related experience and/or training; or
• Equivalent combination of education and experience
• Required to have and maintain a valid driver's license, a vehicle for use on regular basis and appropriate car insurance as mandated by state statute
• Confidence and ability to succeed in cold-calling and making a sale
• Communication skills, especially persuasion, to clearly convey the benefit of a service to potential customers
• Strong computer skills
• Working knowledge and understanding of Salesforce or comparable CRM database (HubSpot, Dynamics, etc.)