Sr. Business Development Manager

Reference Number: HB/LB-233437
Location: anywhere in the US

My client is the premier SaaS accounting solutions for high-net-worth clients with unique and complex accounting needs. They are owned by City National Bank – have over 10 million in revenue, privately held and growing rapidly.

Due to expansion, they are looking for a Senior Business Development Executive located anywhere in the US (remote based.)

This person will be supporting the sales team in a business development, marketing and road mapping capacity.

The main job function will be to go after family offices, high net worth clients and getting referrals and contacts and opening doors as well as part selling/awareness of their accounting software (that this company hosts), general ledger capabilities, bill pay and income tracking and receiving.
Clients: High-net-worth individuals (who have multiple offices) – anywhere from 3-5 users to 200 users (i.e. FOX, current client) – going after CIO, CTO’s etc.

Territory: National


  • Business Development
  • Consultative/relationship building selling
  • Sales/Marketing/Product Management
  • Know the family office/high net worth individual space
  • Go to market strategy experience


Other Info:

  • Established for over 40 years
  • Moved over from legacy to SaaS model and experiencing huge growth
  • 100 employees
  • Great environment – don’t micro manage (easy to speak to and get answers/decisions). 
  • Low turnover – VPS has been there for 25 years
  • No limits on compensation
  • Incredible growth opportunities within the organization
  • Comprehensive health, dental, 401k etc.
  • Average sale size: 1500-3k/month // Average sales cycle: 3 year contracts


Base: $160k base

OTE: 200k + incentives/sign on bonus, accelerators on plan, etc.
Adjusting overall comp plan to attract the right individual with the right experience.