Business Developer, Client Account Manager

Responsibilities
Manages existing client accounts within our technology consulting practice and establishes themselves as the contact for solving business needs
Identifies, develops, and wins upgrade and add-on opportunities of Wipfli products and services, primarily through remote meetings
Introduces new clients to available service plans and assists with plan renewals
Using in-depth industry and product knowledge, tailors Wipfli's value proposition and capabilities to the individual client's business needs in order to help them reach their goals
Develop and make presentations to clients for Wipfli products and services
Inform clients of new product and service offerings
Seeks out referrals from clients, and identifies satisfied clients for references
Track activities and completes related administrative functions to ensure client records are accurate and up to date
Maintains technical expertise with partnering products and best practices within the industry
Actively participate in firm sponsored events for assigned clients and prospects

Qualifications

Bachelor's degree in Accounting/Business or an equivalent combination of education and experience
5+ years of experience preferred in similar role including supporting, implementing, or selling financial systems
Experience with Microsoft Dynamics GP and related ISV's required. Business Central experience preferred.
Strong Business Analysis skillset with demonstrated ability to individually lead client strategy meetings, solve problems, and make recommendations.