Strategic Sales Development Analyst (Private Equity & Financial Services) - Baker Tilly US : Job Details

Strategic Sales Development Analyst (Private Equity & Financial Services)

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

As a Strategic Sales Development Analyst (Private Equity & Financial Services), you will be responsible for a comprehensive understanding of firm capabilities and strategically aligning those capabilities to market trends. You will be responsible for developing strategies, demonstrating industry expertise as it relates to industry trends and needs, and translating a wide variety of internal and external inputs into insightful go-to-sales strategies.

The Strategic Sales Development Analyst (Private Equity & Financial Services) must demonstrate strong analytical skills, an abundant curiosity and a continuous improvement mindset, and an ability to develop strong internal relationships across service lines, Industry leaders, and geography leaders. The ideal candidate must be a versatile and driven individual prepared to own top-of-funnel strategic development and translate those strategies into tactics and execution.

Key Responsibilities:

• Collaborate with industry, service, geography leadership, and marketing to design and develop lead-generation strategies.
• Design and develop sales cadences, including messaging, assets, lists, timing, length, and resources.
• Gather and monitor prospect intelligence and propose actions based on findings.
• Procure, cleanse, and enrich prospect data for cadence execution.
• Collaborate with the Innovation team to execute new go-to-sales efforts for new solutions in various industries and markets.
• Identify and develop sales strategies for strategic services.
• Self-generate ideas into strategies and then execute those strategies by coordinating across cross-functional teams.
• Leverage sales development representatives to execute the lead generation strategy via cold outreach.
• Collaborate closely with marketing to coordinate cross-channel outreach to increase lead generation activity.
• Project manage multiple initiatives and campaigns by monitoring performance, interfacing with stakeholders, and refining concepts to increase effectiveness.
• Develop and maintain an internal stakeholder network across the firm.
• Own the voice of the sales team in firm initiatives and build out sales role in go-to-market product and service development.

• Bachelor's degree
• 3-4 years of experience in sales strategy development or business intelligence
• Project management experience a plus
• Experience successfully managing multiple priorities simultaneously with an extensive network of stakeholders
• Excellent verbal and written communication skills
• Strong analytical background with the ability to tell the story behind the data
• Proficient in Microsoft 365 suite: PowerPoint, Word, Excel, Team
• Familiarity with market intelligence software and tools a plus (e.g. Zoominfo, Ibis World Wide, Sales Navigator, etc.)
• Familiarity with Microsoft Co-pilot and other Large Language Models a plus
• Salesforce experience a plus
• Private Equity & Financial Services industry experience preferred

The compensation range for this role is $67,060 to $145,310. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.