Job Description
BPM Overview:. What does BPM stand for Innovation, opportunity, community, diversity, inclusivity, flexibility and so much more. B-P-M stands for Because People Matter, because at our core, our people drive everything we do and how we do it
We are a forward-thinking, full-service accounting firm providing modern solutions to businesses across the globe. We focus on comprehensive assurance, tax, and consulting services for our clients, and we provide our people and our community with the resources to lead meaningful and purposeful lives. While we are one of the largest California-based accounting firms, our flexible work locations and schedules mean we have professionals across the continent. BPM offers a rich diversity in clients, industries, and overall work. Our teams and our clients drive us to provide quality services and ignite unique insights and ideas that contribute to our continued success. Our clients come from different backgrounds and industries, which keep our people intellectually challenged every day
Our initiatives and ideals lead to our continued recognition as one of the Best Places to Work in the Bay Area and beyond. We are dedicated to providing meaningful careers for all of our employees along with fostering an environment that allows an integrated lifestyle. Our flexible culture allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments
Burr Pilger Mayer India Pvt. Ltd. (BPM India) is a subsidiary of BPM LLP. Founded in 1986, BPM is one of the largest California-based accounting and consulting firms, ranking in the top 35 in the country. With 14 different office locations, BPM serves emerging and mid-cap businesses as well as high-net-worth individuals in a broad range of industries, including financial services, technology, life science, manufacturing, food, wine and craft brewing, automotive, nonprofits, real estate and construction. The Firms International Tax Practice is one of the largest on the West Coast and its well-recognized SEC practice serves approximately 35 public reporting companies, mostly in the technology industry
Summary:. BPM is looking for an experienced and energetic researcher for our Business Development Team. The successful candidate will be part of a team that provides data-driven insights to help internal stakeholders make informed business decisions on target clients and helps drive sales efforts. As a member of our team, you will be a key player in the development and delivery of prospect and account-specific market insights that lead to new business opportunities
You Have (Requirements):. 10+ years of total experience. 5+ years of recent or current experience within professional services, with an emphasis on new business sales research. Experience interacting with senior executives to determine new prospect parameters, qualify leads and manage expectations. Proficiency in key prospect research tools including Pitchbook, ZoomInfo, Audit Analytics and an ability to continue to review new tools leveraging AI. You Will (Responsibilities):. Identify and qualify potential sales leads through online research, databases, and other sources. Generate detailed lists of vetted potential targets for outreach
Create and maintain detailed prospect profiles, updating based on recent developments
Research and analyze the market for new business opportunities, including continuously monitoring relevant data sources to identify trigger events and create a target list for outreach
Analyze market positioning and competitors strategies to provide insights that can be used to develop effective sales strategies
Stay up-to-date with industry news, market trends, and emerging technologies to provide informed recommendations for internal and external business development strategies
Collaborate and communicate closely with the business development team and key stakeholders at the firm to share relevant insights and findings
Identify opportunities to expand and enhance BPMs services to current accounts based on research findings
Capture and periodically facilitate responses for specific inbound lead activity
Provide support to aligned strategic account teams with relationship research, competitive and market research
Help create relevant presentations and customized, often in-depth, research reports to deliver marketing and relationship insights to business development and relationship leaders. Manage all relevant data sources/current in-house tools and assist with ad hoc account and prospect-based research support as requested
Support direct mail campaigns and manage client and prospect gift platforms and related requests
Assist with training and onboarding for new team members on relevant research platforms, including but not limited to ZoomInfo and Pitchbook
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