Director of Business Development-Software Implementation

JOB SUMMARY

The Business Development Director – 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 our technology advisory capabilities and supporting the delivery of end-to-end ERP solutions to clients across multiple industries.

The Director will be responsible for identifying and developing new business opportunities, working in close collaboration with service line leaders to strengthen client relationships, and drive sustainable revenue growth.

JOB DESCRIPTION

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)
• Bring an extensive and active book of business while continuing to build a robust sales pipeline focused on mid-market organizations across key industries such as 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

• Will lead and supervise subordinate team members

Work environment

• Work is conducted in a professional office environment with minimal distractions

Physical demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
• Must be able to lift up to 15 pounds at a time

Travel required

• Travel may be frequent and unpredictable, depending on client’s needs
• Travel may be requested for attending events, conferences, or internal meetings

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 environment, such as a CPA firm, financial consulting firm, or similar setting
• Relevant technical certifications (e.g., ERP implementation, project management)

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.

WHO WE ARE

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

WHAT WE OFFER

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

ATTRACTIVE COMPENSATION PACKAGES

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.