Corporate Development Associate

Overview

At Wipfli, people count.

At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.

People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

Responsibilities

Responsibilities:

• Execute daily outbound outreach to owners and managing partners of prospective acquisition targets, including cold calling and personalized email campaigns, to generate interest and build a robust M&A acquisition pipeline.
• Set qualified introductory meetings between prospective acquisition targets and Corporate Development leadership, managing scheduling, confirmations, and timely follow-up.
• Build, launch, and manage multi-step outreach sequences (calls, emails, and follow-ups) using sales engagement tools, refining messaging based on response and meeting conversion rates.
• Conduct market and prospect research to identify, profile, and prioritize acquisition targets based on service mix, industry focus, geography, size, and strategic fit.
• Support introductory and exploratory discussions with prospective targets by preparing briefing materials, capturing notes, and coordinating next steps.
• Cultivate and maintain relationships with prospects, referral sources, and industry contacts to sustain long-term engagement and generate new introductions.
• Assist Corporate Development leadership in evaluating acquisition opportunities and advancing qualified prospects through the transaction process.
• Maintain accurate outreach activity, contact, and pipeline data in CRM platforms and prepare regular activity reports and pipeline metrics (calls, emails, meetings set, and conversions) for leadership.

Knowledge, Skills and Abilities

Responsibilities:

• One (1) or more years of experience in professional services.
• Demonstrated success in outbound prospecting, including cold calling, email outreach, and setting meetings with business owners or senior executives.
• Strong ability to plan, prioritize, and organize work effectively.
• Ability to manage multiple initiatives simultaneously and meet deadlines.
• Excellent verbal and written communication skills, with confidence engaging firm owners and senior executives by phone and email.
• Strong relationship-building and networking skills.
• Ability to collaborate across organizational levels, including firm leadership and external prospects.
• Strong research skills and business acumen, with the ability to assess the potential fit of acquisition targets.
• Persistent, self-motivated, and resilient, with the ability to handle rejection and sustain high outreach activity levels.
• Ability to work independently, exercise sound judgment, and know when to escalate opportunities to leadership.
• Comfort operating in a fast-paced, growth-oriented environment.
• Proficiency in Microsoft Word, Outlook, Excel, and PowerPoint; working knowledge of CRM and sales engagement platforms.

#LI-AF1 #LI-Hybrid

Additional Details

As required by the Transparency in Coverage Rule, Wipfli is providing access to machine-readable files that disclose certain pricing arrangements with healthcare providers under Wipfli’s AmeriBen and Kaiser medical plans.

If you believe you have been wrongly billed, you may contact U.S. Department of Health and Human Services beginning January 1, 2022 at 1-800-985-3059. Visit https://www.cms.gov/nosurprises for more information about your rights under federal law. For AmeriBen specific resources, please visit: AmeriBen Surprise Billing Notice.