Growth Strategist - Private Equity

WHO WE ARE

Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.

The Private Equity Industry Growth Strategist is a critical success factor to firm growth. The position will serve as a thought partner to the Chief Growth Officer, Private Equity Industry Growth Leader, and our Shareholders. They will ideate, curate, and support strategic industry-centric marketing and business development initiatives to support our Private Equity team’s growth goals. This role will actively participate in customer-facing activities and events, facilitate pursuits of new business, track and report our progress toward growth goals, and collaborate with our internal Growth Marketing and Communications teams to deliver transformational experiences to current and future customers. The Private Equity Growth Strategist will play a pivotal role in expanding the firm’s market share and enhancing our national brand.

Responsibilities

• Collaborate with Industry Leader to create industry go-to-market plan that identifies our ideal customer profiles, buyer personas, and target customers. The plan also details the specific marketing and business development activities the firm will undertake to achieve our growth goals.
• Work with subject matter resources, Shareholders, and Industry/service line leaders to identify and prioritize the challenges and business issues that are top of mind to our customers and future customers
• Work with subject matter resources, Shareholders and industry / service leaders to develop and distribute Elliott Davis’s unique point of view on the business challenges and opportunities our customers face
• Develop outreach campaigns to socialize and create awareness for our unique POVs externally with current and future customers by:
  • Managing contact / marketing lists
  • Utilizing paid/owned/earned media
  • Developing insights, white papers, and testimonials
  • Curating proprietary client experiences/events
  • Identifying speaking engagements/sponsorships for our subject matter resources/industry leaders
• Provide guidance and support for strategic pursuits of new business, including pre-pursuit research, targeting, developing pursuit plans
• Manage the process of developing proposal documents, leveraging the marketing and document processing teams to produce high-quality and relevant proposals, often with strict deadlines.
• Leverage the Marketing team’s Account Based Marketing strategy generate leads and new revenue opportunities with our ideal customer profiles
• Manage industry marketing content, working closely with our Marketing team to ensure relevant and consistent brand messaging through our owned, earned, and paid media channels.
• Lead internal preparation and strategy meetings and participate in scoping and relationship development meetings with future customers.
• Serve as a customer-facing ambassador for the firm / industry at tradeshows, owned/sponsored events
• Collaborate extensively with Growth Strategists in other industries/Market Segments; work as a team to share best practices and to ensure we are always getting better.

Knowledge, Skills, and Abilities

• Bachelor’s degree in business administration, Accounting, Finance, Economics, Marketing, Journalism, Communications, or a related field.
• Five (5) years of experience in a marketing or business development role, preferably within the professional services field (i.e., marketing agency, accounting, law, architecture, or engineering firm) collaborating with customers, advisors, and service providers within the Private Equity / M&A sector.
• Demonstrated experience working with private equity firms, portfolio companies, investors, or other participants in the Private Equity / M&A ecosystem.
• Interest in and willingness to actively participate in go-to-market activities, including customer and prospect meetings, industry events, and travel as needed.
• Proactive, self-directed approach to work, with exceptional attention to detail, strong follow-through, and a commitment to producing accurate, high-quality work.
• Proven history of high customer service and the ability to build relationships with both internal and external customers
• Experience maintaining professional relationships with C-level executives and buyers of professional services.
• Proficiency in Microsoft Office products including Word, Excel, and PowerPoint.
• Experience using Customer Relationship Management (CRM) tools such as HubSpot, Microsoft Dynamics CRM, Salesforce, or similar enterprise-level CRM.
• Understanding of the professional services industry and the ability to work within and navigate a matrix organization structure.
• Strong analytical skills with the ability to manage a pipeline of new business, identify trends and win themes, and to frequently present this information to Industry/firm leadership.
• Proficiency with industry research and prospecting/leadgen software such as Pitchbook, LinkedIn Sales Navigator, ZoomInfo, HubSpot, Hoovers/D&B, and S&P Global
• Excellent presentation and communication skills, with the ability to convey complex information to diverse audiences.
• Strong project management skills, with the ability to manage multiple projects simultaneously and meet deadlines.

WHY YOU SHOULD JOIN US

We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater.
That's right – all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being: 
•    generous time away and paid firm holidays, including the week between Christmas and New Year’s
•    flexible work schedules
•    16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid  and caregiver leave (once eligible) 
•    first-class health and wellness benefits, including wellness coaching and mental health counseling
•    one-on-one professional coaching
•    Leadership and career development programs
•    access to Beyond:  a one-of-a kind program with experiences that help you expand your life, personally and professionally

NOTICE TO 3RD PARTY RECRUITERS
Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.
 

ADA REQUIREMENTS
The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Requirements
While performing the duties of this job, the employee is:
•    Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone
•    Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus

Cognitive/Mental Requirements
While performing the duties of this job, the employee is regularly required to:
•    Use written and oral communication skills. 
•    Read and interpret data, information, and documents. 
•    Observe and interpret situations. 
•    Work under deadlines with frequent interruptions; and
•    Interact with internal and external customers and others in the course of work.