Business Development Research Manager

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 Firm’s 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 BPM’s 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.