Client Development Director

Basic Function:   

The Client Development Director is responsible for driving revenue growth by originating and closing new business opportunities for engineered tax solutions, including R&D tax credits, cost segregation, and energy-related incentives.

This role requires a highly consultative sales approach, combining business development expertise with the ability to communicate complex tax strategies to business owners, real estate investors, and CPA partners.

Position’s Intention:

This role is designed to:

• Generate consistent, high-quality pipeline through outbound prospecting and strategic partnerships
  
• Establish credibility with financially sophisticated clients and advisors
  
• Convert opportunities into revenue through consultative, education-driven selling
  
• Build long-term referral channels, particularly within CPA and professional networks
  
• Serve as a key link between client needs and internal technical delivery teams
  

Success Measurements:  

Success in this role depends on establishing credibility quickly, educating clients, and guiding them through financially impactful decisions.

Principal Responsibilities:

• Proactively generate new business through outbound prospecting, referral development, and strategic partnerships (including CPA and real estate networks)
  
• Educate prospective clients and partners on engineered tax strategies, including R&D tax credits, tax cost segregation, and related incentives
  
• Lead discovery conversations to identify qualification, financial impact, and strategic fit
  
• Develop and present clear, financially grounded proposals aligned to client objectives
  
• Build and maintain strong relationships with CPAs, advisors, and decision-makers to drive referrals and repeat business
  
• Collaborate with internal engineering, tax, and operations teams to ensure accurate scoping and delivery
  
• Manage and track all pipeline activity in CRM (ZOHO), maintaining high data integrity and visibility
  
• Consistently progress opportunities through the pipeline from initial contact to close
  
• Participate in industry events, associations, and networking opportunities to expand market presence
  

Required Skills/Qualifications:

• Ability to understand and communicate complex financial or tax concepts in a clear, compelling way
  
• Strong discovery and needs analysis skills
  
• Experience working with CPAs, financial advisors, or sophisticated business owners
  
• Proven prospecting, discovery and pipeline management skills
  
• Strong negotiation and closing skills
  
• Ability to collaborate cross-functionally with technical teams
  
• Ability to communicate complex financial or tax concepts clearly
  
• High emotional intelligence and business acumen
  

 Preferred Skills/Qualifications:

• Prior experience in R&D credits, cost segregation, 179D, or other engineered tax solutions
  
• Existing network of CPA or real estate contacts
  
• Experience with high-dollar B2B or complex consultative sales
  
• Advanced business intelligence skills