Note: The job is a remote job and is open to candidates in USA. Onshore provides consulting and AI technology to help businesses identify tax benefits. The Business Development Director will build and manage a sales pipeline, lead the full sales cycle, and develop client and partner relationships to drive revenue growth.

Responsibilities

• Develop and maintain a robust pipeline of qualified prospects by identifying target markets, conducting research, and implementing strategic outreach campaigns that effectively engage potential clients and generate interest
• Actively initiate and nurture meaningful connections with prospects and partners through a variety of channels such as phone calls, personalized emails, LinkedIn messaging, and in-person and/or virtual networking events to build rapport and trust
• Manage the entire sales cycle seamlessly, from the initial greeting and discovery phase to proposal presentation, negotiation, and closing the deal, all while ensuring a positive and professional experience at every touchpoint
• Collaborate closely with senior leadership and cross-functional teams to identify and prioritize high-value industries and key accounts, devising tailored strategies that maximize opportunities and drive revenue growth
• Cultivate and strengthen long-term relationships with executive decision-makers and channel partners, providing ongoing support, insights, and value to foster loyalty and encourage repeat business
• Maintain a meticulously organized CRM system by keeping data accurate, up-to-date, and filled with actionable opportunities, enabling efficient follow-up and strategic planning
• Embody the brand and values of Onshore by consistently presenting yourself as confident, professional, and customer-centric, acting as a trusted representative who delivers clear value and builds positive, lasting impressions

Skills

• 5-8+ years of full-cycle B2B sales experience, in an individual contributor capacity with quota carrying responsibilities
• Bachelor's degree is required
• Proven expertise and exposure to the R&D tax credit space, with a passion for technology, AI, and the financial/tax industry
• Ability to quickly learn and understand technical product concepts related to tax
• Experience building relationships with C-Suite executives, CPAs, business owners, and other tax professionals
• Successful experience building sales pipelines through strategic outreach including calls, emails, LinkedIn, along with managing the full sales cycle
• Naturally inquisitive and always asking questions others don't think of to uncover new opportunities
• Proficiency with Salesforce and other sales tools
• Familiarity with financial documents and/or basic tax-related terminology
• Business, Finance, Economics, or a related field are preferred
• Outreach and LinkedIn Sales Navigator preferred

Benefits

• Additional bonus component
• Comprehensive medical, dental, and vision plans, along with FSA and HSA options
• Unlimited PTO
• Paid parental leave
• New York City office with a fully stocked kitchen, regular company gatherings, and a vibrant culture
• Workshops, mentorship, and team-building activities
• Remote position, with preference for candidates located in New York City, Los Angeles, Orange County, or Houston; candidates located in New York City are required to attend the office Monday-Friday

Company Overview