Client Development Director

This is a remote position.

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:

​ The Client Development Director exists to expand the company’s market presence and drive new revenue by developing trusted relationships and converting opportunities into closed business. 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

Requirements

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

Education/Certification:
- Associate's degree (A.A.) or equivalent from two-year college or technical school; orFive (5) to Seven (7) yearsrelated experience and/or training; or equivalent combination of education and experience

Language Skills:

- Ability to write reports, business correspondence and clearly communicate with clients and internal staff,

- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists

- Ability to interpret a variety of instructions furnished in written, oral, or schedule form

Computer Skills : - To perform this job successfully, an individual should be proficient in Microsoft Office applications, including Outlook, Teams, Excel,