About Generational Group
Generational Group, headquartered in Dallas, Texas, has been a trusted partner to middle-market business owners since 2005. As a premier investment banking firm, we specialize in mergers, acquisitions, and strategic growth, facilitating over 1,600 successful transactions to date. With a team of more than 300 professionals and 15 offices across North America, we bring unparalleled expertise and connect business owners with strategic buyers and investors.
The Senior Managing Director’s role is a senior level position within the organization, which requires significant professional sales experience and an understanding of the operational and financial components of privately held businesses.
Position Responsibilities:
Travel and Client Cultivation:
- Attend 1-3 conferences per month as assigned by management. Travel to meet with assigned prospects throughout North America for the purpose of cultivating and qualifying new clients.
- Maintain availability for additional travel requests, as required, with reasonable advance notice.
- Use company approved travel agency to coordinate all travel
Prospect Assessment:
- Assess and qualify prospects using company-provided criteria, focusing on motivation, financial capability, and suitability for Generational services. Document assessments using standardized company templates.
- Schedule follow-up meetings for in-depth reviews with prospects when initial qualifications are met.
Business Visits and Qualifying Interviews:
- Conduct on-site visits to prospective clients’ businesses. Utilize the company’s qualifying interview process to evaluate their readiness and suitability to become Generational clients. Document findings using the provided format.
Follow-Up Communication:
- Perform timely and consistent follow-up communication with prospects and existing clients, as necessary. Maintain detailed records of interactions in the company’s CRM.
Industry Knowledge:
- Stay current on industry trends, including updates provided by the company and self-guided research. Share relevant insights with the team as part of ongoing professional development.
- Seek out and complete accredited industry education opportunities to fill in gaps of industry experience
Documentation and Funds Collection:
- Collect and submit required documents and funds from new clients. Ensure all submissions meet accuracy, completeness, and legibility standards.
- Provide written summaries for new clients and their companies, including business profiles, financial overviews, and engagement histories, using company-approved formats.
Collaboration and Communication:
- Collaborate in a professional and constructive manner with support staff and team members, divisional personnel, and external contacts such as venue staff. Follow company guidelines for conflict resolution and professional behavior.
Training and Meetings:
- Attend all training sessions, conference calls, and meetings as scheduled by management. Notify supervisors in advance of any unavoidable absences.
- Actively participate in company-sponsored initiatives and meetings aimed at improving processes and outcomes. Provide constructive feedback and suggestions where appropriate.
- Complete training on approved methods, scripts, and tools provided by the company within the first 30 days of assignment. Demonstrate proficiency through periodic evaluations.
Reporting and CRM Usage:
- Report all appointments made with prospects, including outcomes, in the company’s CRM within 24 hours of the meeting.
- Meet or exceed Key Performance Indicators (KPIs), including sales, appointments, and revenue per attendee, as outlined in the compensation plan. KPIs will be reviewed quarterly.
Expense and Reporting Guidelines:
- Follow established reporting and expense guidelines. Submit expense reports within 30 business days of incurred expenses, ensuring adherence to company policies.
Policy and Core Values Compliance:
- Adhere to all Generational operating policies, procedures, and protocols. Remain updated on changes through company communication.
- Demonstrate and uphold the company’s Core Values: Golden Rule, Unity, Integrity, Diligence, and Excellence. Performance will be reviewed periodically against these values.
Performance Reviews, Accountability, and Professionalism.
- Employee adherence to this job description will be evaluated during quarterly performance reviews. Non-compliance or failure to meet defined expectations may result in corrective actions as outlined in company policy.
- Maintain minimum submitted revenue KPI requirements as outlined in the Senior Managing Director compensation plan.
- Professionalism is paramount at all times, with internal team members and client prospects. Professional attire is expected at all times when meeting with client prospects.
