UHY-US
Director of Business Development of Software Implementation
UHY-US, Atlanta, Georgia, United States, 30383
Overview
The Director of Business Development – Software Implementation will lead strategic growth initiatives within the firm’s ERP implementation service line, with a primary focus on platforms such as Plex, Epicor, Microsoft Dynamics, and Acumatica. This role plays a key part in advancing technology advisory capabilities and supporting the delivery of end-to-end ERP solutions to clients across multiple industries. Responsibilities
Drive New Business Acquisition: Proactively identify, qualify, and pursue new business opportunities related to ERP software selection, proposal writing, and implementation services (e.g., Plex, Epicor, Microsoft Dynamics, Acumatica). Build an extensive and active book of business while continuing to develop a robust sales pipeline focused on mid-market organizations across manufacturing, construction, healthcare, distribution, and professional services. Develop and Execute Sales Strategy: Design and implement go-to-market strategies aligned with the firm’s initiatives. Establish and manage revenue goals, performance metrics, and sales KPIs to track success and drive accountability. Client Relationship Management: Cultivate strong relationships with prospective and existing clients, acting as a trusted advisor throughout the sales cycle. Understand client pain points and business goals to recommend tailored ERP solutions that drive value and efficiency. Proposal and Contract Development: Ensure proposals are tailored, compelling, and aligned with client needs and expectations. Vendor and Platform Expertise: Maintain in-depth knowledge of ERP platforms including Plex, Epicor, Microsoft Dynamics, and Acumatica—covering functionality, implementation processes, and licensing models. Build relationships with software vendors and explore co-marketing or referral agreements as appropriate. Sales Forecasting and Reporting: Accurately manage and track sales activity, pipeline progression, and forecasting using CRM tools. Provide leadership with regular updates on pipeline health, win/loss analysis, and market feedback. Market Intelligence and Thought Leadership: Stay informed on industry trends, emerging technologies, and competitor activity within ERP and advisory services. Represent the firm at trade shows, conferences, and webinars to generate leads and elevate brand awareness. Client Integration and Transition: Ensure a smooth transition from sales to delivery by sharing relevant insights, goals, and client expectations. Maintain post-sale relationships to support satisfaction, loyalty, and identification of future needs. Supervisory Responsibilities: Lead and supervise subordinate team members. Required education and experience
10+ years of experience in business development, sales, or client relationship management Bachelor's degree in business, accounting, information systems, or a related field Demonstrated success in identifying, developing, and closing new business opportunities Familiarity with ERP platforms such as Plex, Epicor, Microsoft Dynamics, and/or Acumatica Proven ability to build and maintain relationships with C-level executives, IT leaders, and business owners Strong communication, negotiation, and presentation skills Ability to operate independently with a proactive, entrepreneurial approach while collaborating effectively across teams Preferred education and experience
Experience within an ERP/software implementation environment or professional services setting Experience in professional service environments, such asCPA firms, financial consulting firms, or similar Relevant technical certifications (e.g., ERP implementation, project management) Work environment
Work is conducted in a professional office environment with minimal distractions Prolonged periods of sitting at a desk and performing work in front of a computer screen Must be able to lift up to 15 pounds at a time Travel may be frequent and unpredictable, depending on client needs Travel may be requested for attending events, conferences, or internal meetings Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
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The Director of Business Development – Software Implementation will lead strategic growth initiatives within the firm’s ERP implementation service line, with a primary focus on platforms such as Plex, Epicor, Microsoft Dynamics, and Acumatica. This role plays a key part in advancing technology advisory capabilities and supporting the delivery of end-to-end ERP solutions to clients across multiple industries. Responsibilities
Drive New Business Acquisition: Proactively identify, qualify, and pursue new business opportunities related to ERP software selection, proposal writing, and implementation services (e.g., Plex, Epicor, Microsoft Dynamics, Acumatica). Build an extensive and active book of business while continuing to develop a robust sales pipeline focused on mid-market organizations across manufacturing, construction, healthcare, distribution, and professional services. Develop and Execute Sales Strategy: Design and implement go-to-market strategies aligned with the firm’s initiatives. Establish and manage revenue goals, performance metrics, and sales KPIs to track success and drive accountability. Client Relationship Management: Cultivate strong relationships with prospective and existing clients, acting as a trusted advisor throughout the sales cycle. Understand client pain points and business goals to recommend tailored ERP solutions that drive value and efficiency. Proposal and Contract Development: Ensure proposals are tailored, compelling, and aligned with client needs and expectations. Vendor and Platform Expertise: Maintain in-depth knowledge of ERP platforms including Plex, Epicor, Microsoft Dynamics, and Acumatica—covering functionality, implementation processes, and licensing models. Build relationships with software vendors and explore co-marketing or referral agreements as appropriate. Sales Forecasting and Reporting: Accurately manage and track sales activity, pipeline progression, and forecasting using CRM tools. Provide leadership with regular updates on pipeline health, win/loss analysis, and market feedback. Market Intelligence and Thought Leadership: Stay informed on industry trends, emerging technologies, and competitor activity within ERP and advisory services. Represent the firm at trade shows, conferences, and webinars to generate leads and elevate brand awareness. Client Integration and Transition: Ensure a smooth transition from sales to delivery by sharing relevant insights, goals, and client expectations. Maintain post-sale relationships to support satisfaction, loyalty, and identification of future needs. Supervisory Responsibilities: Lead and supervise subordinate team members. Required education and experience
10+ years of experience in business development, sales, or client relationship management Bachelor's degree in business, accounting, information systems, or a related field Demonstrated success in identifying, developing, and closing new business opportunities Familiarity with ERP platforms such as Plex, Epicor, Microsoft Dynamics, and/or Acumatica Proven ability to build and maintain relationships with C-level executives, IT leaders, and business owners Strong communication, negotiation, and presentation skills Ability to operate independently with a proactive, entrepreneurial approach while collaborating effectively across teams Preferred education and experience
Experience within an ERP/software implementation environment or professional services setting Experience in professional service environments, such asCPA firms, financial consulting firms, or similar Relevant technical certifications (e.g., ERP implementation, project management) Work environment
Work is conducted in a professional office environment with minimal distractions Prolonged periods of sitting at a desk and performing work in front of a computer screen Must be able to lift up to 15 pounds at a time Travel may be frequent and unpredictable, depending on client needs Travel may be requested for attending events, conferences, or internal meetings Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
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