Referral Details:
We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process:
After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization.
Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with questions or additional information to ensure a seamless and effective referral experience.
Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.
If you would like to read more about referral bonus eligibility, please visit InSite: https://wipflillp.sharepoint.com/sites/WipfliAssociateHandbook/SitePages/Associate-Referral-Bonus-Program.aspx
Responsibilities:Our Digital and Technology Financial Services (FS) is seeking a seasoned sales executive to join in the growth of our Digital and Technology practice. The ideal candidate will focus on two areas as follows:Sales Execution:- Serves as a primary new Digital and Technology business sales contact for Wipfli’s Financial Services (FS) Practice, focusing on the Eastern United States- Creating awareness, building relationships with key accounts and Relationship Executives in Wipfli’s FS Practice- Represent the full breadth of service offerings within FS- Develop leads through external referral sources, associations and networking groups- Manage multiple, complex pursuits and coordinate a collaborative sales effort with subject matter experts and consultants through the entire sales lifecycle- Participate in trade shows and regional industry events- Assist with preparing and presenting the value proposition- Support direct marketing campaigns and programs - following up on marketing qualified leads to further nurture those leads and turn them into sales opportunitiesPlanning:- Develop and cultivate a target list of companies in the Eastern United States- Understand the targeted market segment needs, industry issues, competitive threats and our service offerings- Build a strong working relationship with Wipfli’s FS LeadersKnowledge, Skills and Abilities:Requirements:- Bachelor's Degree in Marketing, Communications, Business or other job related major, or an equivalent level of job related experience- 5-10 years of Digital and Technology consulting and services sales experience- Familiarity with selling intangibles and value-added services- The ability to craft and execute strategic and tactical plans to close projects and services- Demonstrated success in developing new client relationshipAdditional Skills:- High integrity - honors commitments- Commitment to excellence- Ability to manage and sell on social platforms- Team selling mindset- Willingness and ability to share knowledge with others- Solid executive presence and business acumen- Ability to influence decision-makers at the highest levels in client organizations- Able to close business with a win/win negotiating style- Strong time management skillsWipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com. Individuals may also be eligible for a variable incentive plan, subject to participation rules and based on a variety of factors including, but not limited to individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process. Benjamin Dzanic, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect! #LI-BD1 #LI-Hybrid
