Territory Manager, Healthcare IT
Baker Tilly

Overview

Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Responsibilities

The Territory Manager at Baker Tilly performs essential functions that support the overall Sales and Account Management processes and functions for HC HIT. The Territory Manager collaborates closely with their assigned Area Director of Sales to identify and cultivate sales opportunities within their assigned regions, and to manage and grow existing client relationships and consulting projects.

The Territory Manager will have the opportunity to:

• Manage, coordinate and organize day-to-day operations/support for the assigned sales territories, leveraging the support of the assigned Administrative Assistant for the Sales Team.
• Review resumes received from recruiting, submit candidates to clients/potential clients, and coordinate and moderate interviews.
• Maintain regular communication with clients to identify opportunities for new work as well as extensions of current assignments.
• Develop Statements of Work and Extensions to Statements of Work with assistance from the Administrative Assistant.
• Identify and fully understand the onboarding requirements, travel policies and status report requirements of clients. Oversee and collaborate with Administrative Assistant on client onboarding activities.
• Maintain regular communication with the clients and consultants throughout duration of consulting assignments to ensure client and consultant satisfaction. Communicate status updates and issues to ADs in timely manner. Resolve issues where appropriate, or escalate to ADs when necessary.
• Input and maintain accurate data in Safesforce for territory. Oversee and collaborate with Administrative Assistant on input, maintenance and accuracy of Salesforce data.
• Provide oversight, management, guidance and mentorship to the Administrative Assistant.
• Work closely with assigned ADs to prospect, position and close business based on territory needs. Includes cold-calling potential new clients, maintaining the validity of client contact information in Salesforce, performing email campaigns, support phone calls with clients, conduct research of prospective clients, and ensure all efforts are clearly stated and stored in Salesforce. Meet regularly with ADs to establish daily/weekly/monthly plans for prospecting activity.
• Assist ADs with the development of proposals for new work.
• Assisting with territory development and research including proposal development and client contracting support.
• Prioritize daily activities to best advance the most important sales and account maintenance activities.
• Support sales meetings/conferences/tradeshows in person when required.
• Accounts Receivable - Collaborate with AD and Administrative Assistant in development of implementation of action plan to track and monitor aging account receivables, and tracking/documenting all collection efforts.

Accountabilities:

• Develop and maintain an understanding of healthcare IT with deep knowledge of the leading software vendors/applications including service lines/solutions.
• Develop and maintain knowledge of Baker Tilly's core competencies, consultants and project history so can appropriately represent Baker Tilly in communications with clients/prospective clients.
• Follow healthcare IT trends, key clients and prospective clients in the news and social media to identify opportunities and to develop overall acumen of healthcare IT.
• Overall business acumen and ability to prioritize daily activities for more than one AD.
• Maintain current and complete information regarding prospecting activities and opportunities in Salesforce, and maintain current and complete client contact information in Salesforce.

Qualifications

• Undergraduate degree from an accredited college or university required; Graduate degree preferred
• 5+ years of experience in professional services ((e.g. accounting, law, IT, engineering, management consulting, etc.)
• Ability to work under a defined and planned directive with minimal direct day to day supervision for implementation
• Strong written and verbal communication skills
• Ability to travel 20-40% as needed

Additional Information

For California, Colorado, New York and Washington: The compensation range for this role is $94,640 to $200,590. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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