Regional Business Development Manager
Core
Regional sales role selling cost segregation tax strategies to real estate investors, CPAs, and syndicators.
Role type
Regional Business Development Manager (B2B Sales)
Builds
Cost segregation tax strategy services for real estate investors
Domain
Real Estate / Tax Strategy / Financial Services
Deliverable
client delivery
Required skills
Prospecting, relationship building, networking, sales qualification, CRM management, peer-level communication
Preferred skills
Real estate background, mortgage/insurance/financial services experience, B2B sales experience, local real estate connections
Technologies
CRM
Responsibilities
Prospect and engage real estate investors across multifamily, commercial, and residential sectors; Build relationships with CPAs, brokers, and investor groups; Attend local real estate meetups and industry conferences; Educate prospects on cost segregation benefits; Qualify opportunities and hand off to senior advisors; Manage pipeline and follow-ups in CRM