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Careers at TMF Group

Wherever you’re based and whatever your role at TMF Group, one thing’s for certain: you’ll be part of a truly diverse, global business and benefit from the many advantages that brings.

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Business Development Senior Executive (Funds)

Apply now Job no: 571326
Work type: Full time
Location: Houston, Texas, United States, Miami, Florida, United States, San Diego, California, United States, San Francisco, California, United States
Categories: Sales, Funds
Office Location: USA-San Francisco

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About TMF Group

TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world. Our 10,000 experts and 125 offices in 86 jurisdictions worldwide serve corporates, financial institutions, asset managers, private clients and family offices, providing the combination of accounting, tax, payroll, fund administration, compliance and entity management services essential to global business success.


About the role

The Business Development Senior Executive is responsible for creating and closing local sales opportunities, bringing in new local business to the market and expanding existing customers within the market. This individual will support inbound sales processes by providing with proposals to global sellers, while also upselling and cross selling to an existing client portfolio. Will be responsible of non-complex renewal processes.


Key Responsibilities

  • Analyzing existing customer´s service portfolio to develop a hit map of additional services, including one off, to upsell and cross sell in existing customers.
  • Build an Expiring Contract map by country and for non-complex renewal, develop a T-12 activity plan for each contract expiration to ensure renewal on time.
  • Develop the business by building new business pipeline, as well as upselling and cross-selling to existing clients.
  • Work as part of a deal team to ensure the best customer experience and response.  Including deal sharing across different sales teams (markets and regions) to increase chances to win the deal and learn from others in the process.
  • Execute marketing campaigns to develop the required pipeline.
  • Adopt and maintain TMF Sales Processes and Systems as part of his / her daily job (including CRM weekly maintenances, CRM Data Accuracy, Sales Forecasting process, Proposal building tool, Deal Qualification tool, Sales Dashboards, etc.).
  • Provide support to Local Office sales and Professional Sellers with Standard Proposal generation and delivery.
  • Support inbound sales processes by providing with proposals to global senior sellers.
  • Support local office with administrative tasks (update CRM, follow up on KYC process).
  • Work as part of a deal team to ensure the best customer experience and response.
  • Meet monthly, quarterly, and annual sales targets.


Key Requirements

  • Bachelor’s degree, preferably in business, sales, marketing, or a related field;
  • 3 - 5 years’ closed-ended fund experience in a fund administration firm or audit firm with closed-ended fund clients;
  • Excellent knowledge of English language;
  • Ability to build strong relationships with clients at all level;
  • Able to “solution sell” where the ability to listen to the clients and understand what they. really need is more important than a hard sell;
  • Self-motivated and able to work both independently and as part of a team;
  • Strong communication, very good negotiation and influencing skills;
  • Results-oriented, and able to manage their priorities/workload.

Advertised: Central Daylight Time
Applications close: Central Daylight Time

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