[Remote] Senior Business Development Officer - Accounting & Business Advisory

Note: The job is a remote job and is open to candidates in USA. Savant Capital LLC is hiring a Senior Business Development Officer to generate and close tax, accounting, and business advisory engagements and build referral and cross-service opportunities. The role also develops the strategy, processes, and operating model for the Accounting & Business Advisory growth function.

Responsibilities

• Generate, cultivate, and close new Accounting & Business Advisory engagements across tax planning, accounting, and business advisory services
• Build relationships with prospective clients and Centers of Influence, including attorneys, bankers, insurance professionals, business owners, and other referral partners
• Partner with Savant Wealth advisors and Accounting & Business Advisory leaders to create cross-service opportunities and strengthen our integrated growth model
• Qualify opportunities, respond to inquiries and proposals, and maintain an active, well-documented pipeline in the firm’s CRM
• Develop territory plans, focus lists, and consistent market-based activities that build awareness and generate revenue
• Educate Savant advisors and principals on Accounting & Business Advisory’s capabilities and equip them to identify and make qualified referrals
• Partner with Growth and Accounting & Business Advisory leadership to define business development strategy, priorities, and the future-state operating model
• Build repeatable processes for lead generation, qualification, assignment, follow-up, and conversion
• Establish pipeline visibility, activity expectations, operating rhythms, and meaningful growth metrics
• Identify the channels, markets, referral relationships, and cross-service opportunities with the greatest potential
• Develop scalable tools, messaging, meeting materials, and sales practices, and help prepare the function for future growth and additional business development resources

Skills

• Bachelor's degree from an accredited college or university
• At least seven years of business development, sales, or relationship-management experience in professional services or a closely related field
• A proven record of personally developing channels, building client and referral relationships, generating opportunities, and closing new revenue
• Experience building or materially improving a business development function, territory, channel, or go-to-market process
• Experience defining pipeline stages, growth metrics, operating rhythms, and scalable sales processes
• Working knowledge of tax, accounting, business advisory, wealth management, or another sophisticated, referral-driven professional-services environment; a CPA is not required
• Executive presence and credibility with senior leaders, advisors, CPAs, business owners, and Centers of Influence
• Strong communication, listening, collaboration, and relationship-management skills
• Proficiency with CRM tools and Microsoft Word, Excel, and Outlook
• A client-first mindset, team-oriented approach, and ability to operate effectively in an evolving environment
• All applicants must be authorized to work for ANY employer in the U.S
• We are unable to sponsor or take over sponsorship of an employment Visa at this time

Benefits

• Lucrative performance-based incentive compensation opportunity designed to meaningfully reward strong business development results and revenue generation
• Medical, dental, and vision coverage with multiple plan options
• Health Savings Account (HSA) or Flexible Spending Account (FSA)
• Company-paid life insurance, AD&D, and disability coverage
• 401(k) with company match (Roth and Traditional options)
• Team-based incentive opportunities and recognition programs
• Generous paid time off, plus at least 10 paid holidays
• Annual “Savantiversary” day
• Summer Hours (shorter work weeks during the summer)
• Parental leave, personal leave, and other life-event support
• Employee Assistance Program (EAP)
• Wellness reimbursements (e.g., gym memberships)
• Flexible “Dress for Your Day” approach
• Meaningful opportunities for career development and long-term impact
• Majority employee-owned, giving our team a shared stake in our long-term success

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