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bao-consulting

Director of Business Development

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About the role
BAO Consulting Group is seeking a Director of Business Development to own and grow a pipeline of middle-market and PE-backed clients across our CFO advisory and finance transformation service lines. This is a hunter role — you will prospect, cultivate, and close. You know the CFO advisory space, you have relationships, and you are ready to put them to work inside a firm that actually delivers.

What you'll do

  • Own and manage a full-cycle BD pipeline from initial outreach through signed engagement letter
  • Identify, qualify, and pursue net new client opportunities across target segments: PE-backed portfolio companies, founder-owned businesses, and middle-market CFO organizations
  • Build and maintain a high-value referral network including private equity sponsors, investment banks, M&A attorneys, and accounting firm partners
  • Collaborate with BAO's consulting leaders to develop tailored proposals, pitch decks, and scope-of-work documents
  • Represent BAO at industry events, conferences, and networking forums in the Dallas-Fort Worth and Houston markets
  • Maintain CRM hygiene and pipeline reporting; provide weekly updates to leadership on pipeline status and activity
  • Partner with the Chief Growth Officer to refine BAO's go-to-market messaging and targeting strategy
  • Support marketing efforts including content, case studies, and social presence in coordination with leadership

Qualifications

  • 5–8 years of BD, sales, or client development experience in professional services — consulting, accounting advisory, investment banking, or similar
  • Demonstrated track record of generating and closing new business in a B2B services environment
  • Existing relationships with CFOs, Controllers, PE sponsors, or finance executives in the Texas market
  • Strong understanding of CFO advisory, finance transformation, or accounting services — you can speak the language
  • Excellent written and verbal communication skills; polished presenter with executive presence
  • Self-directed, results-oriented, and comfortable operating without a large support infrastructure
  • Proficiency in CRM tools (HubSpot, Zoho, or equivalent) and Microsoft Office/Teams

Preferred qualifications

  • Prior experience selling or marketing professional services at a boutique advisory firm
  • Active network in the Dallas-Fort Worth and/or Houston PE and finance communities
  • Familiarity with ERP implementations, financial close transformation, or transaction advisory services

Company benefits

  • Medical, Dental & Vision - comprehensive coverage for you and your dependents.
  • 401(k) with Employer Match - we invest in your future, not just your clients'.
  • Unlimited PTO - take the time you need. We measure output, not hours.
  • Paid Parental Leave - time to be present when it matters most.
  • Professional Development - CPA CPE reimbursement and continuing education support.


Skills

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