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
Essential Responsibilities: - Drive business development activities for Cybersecurity and Technology services in two primary focuses: - 1) Construction and Real Estate industry pursuits nationally, and - 2) Collaborating with partners and senior managers on opportunities across industries in the local market. - Work with Sales leader and practice partners to identify and pursue new business relationships and ensure engagement pricing meets guidelines and aligns with profitability targets. - Ensure client satisfaction through onboarding, quarterly business reviews, lead development of technology roadmaps and oversee execution, perform profitability reviews and manage renewals for all assigned accounts. - Advise clients on matters related to infrastructure and cybersecurity management; coordinate with associates to bring all relevant areas of expertise to address client challenges. - Maintain expert-level awareness and understanding of Microsoft Modern Workplace (Microsoft 365, Security, and Microsoft Teams), Microsoft Azure, and managed service solutions to identify leads, qualify opportunities, and propose Wipfli services. - Owns the development and architecture of solutions (either individually or working with others) to develop a clear statement of work based on client requirements and in-depth knowledge of standard applications. - Oversees multiple project plans, sets targets for milestones, and identifies and mitigates risk to ensure projects are completed on time and within budget. - Leads data collection and analysis efforts, guides the team in client interviews, and collaborates as a subject matter expert (SME) to develop and deliver solutions. - Actively participates with opportunity leaders or regional teams in business development activities as subject matter experts. - Creates awareness through whitepapers and presentations to align industry or market needs with firm's service offerings. - Collaborate with leadership team to ensure continuous process improvement of service delivery in the region.
Required Qualifications: - Bachelor’ of Science Degree in Business or Technology or an equivalent combination of education and experience. - 7+ years’ experience in a professional services firm or 10+ years of private industry experience focused on appropriate technical area with 1+ years in professional services. - Works towards obtaining additional appropriate advanced certifications. Preferred Qualifications: - Bachelor’s Degree in related field - Training, support or consulting advisory experience. - Experience with compliance or professional standards associated with area of expertise desired Benjamin Dzanic, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect! #LI-Hybrid#LI-BD1
Additional Details: Wipfli 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 identity, 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. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Always advancing. Always progressing. From curiosity to clarity to results.
That’s Wipfli. We’re Wipfli, a top 25 advisory firm with a strong CPA foundation serving 54,000 clients across today’s most complex industries. For more than 90 years, we have evolved and grown to help our clients take on whatever comes next. Yet as much as we change, at our core, we remain committed to curiosity and our clients. Our more than 3,000 full-time associates help our clients with services that range from business consulting and digital services to audit and accounting. We focus on emerging and mid-market organizations with specialized knowledge in industries like financial institutions, financial services, manufacturing, distribution, healthcare, construction, real estate, government, nonprofit, agriculture, auto dealerships, technology and tribal gaming and government. Our mission to create a lasting, positive impact extends beyond our clients to our associates and communities. We believe in a workplace — and world — where everyone feels included and diversity is embraced. To foster that, we are committed to creating an environment where everyone is equally supported, empowered and encouraged. Through initiatives focused on leadership, recruitment, training and diverse business resource groups, we will continue to become a more inclusive firm and build the workforce of the future. We know that diversity makes us all stronger.
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Specialties: Digital services, organizational performance, executive coaching, financial solutions, audit/accounting, outsourcing and mitigating risk.
