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About the role
Key responsibilities & impact- Serve as the primary point of contact for assigned U.S. and global networks and alliances.
- Build trusted relationships with network leadership, alliance executives, and influential member firms.
- Represent the company at U.S. alliance conferences, regional events, and leadership meetings, requiring approximately 30% U.S. travel.
- Act as an advocate for network needs internally, ensuring alignment across Sales and Product teams.
- Proactively source and qualify new opportunities within alliance ecosystems.
- Support and, where appropriate, lead RFP/RFI responses for network-level or multi-firm opportunities.
- Partner with Sales teams to activate dormant firms and re-engage underpenetrated members.
- Maintain a healthy pipeline of opportunities tied to your networks.
- Identify and pursue expansion opportunities within member firms, focusing on:**o New product adoption**o Cross-selling and upselling within existing accounts**o Network-wide initiatives adapted for U.S. firms
- Develop network-specific growth plans focused on realistic, executable opportunities.
- Translate global or centralized initiatives into clear, actionable motions for smaller U.S. member firms.
- Maintain accurate CRM data, pipeline tracking, and reporting for your assigned networks.
Requirements
What you’ll need- 3–6+ years of experience in one or more of the following:**o Business Development**o Account Management**o Alliances & Partnerships**o Customer Success or Relationship Management
- Experience working with the following:**o Professional services firms (e.g., accounting, audit, advisory) strongly preferred**o Member-based organizations, alliances, or networks (highly valued)
- Strong executive communication and presentation skills
- Ability to influence without authority across decentralized organizations
- Comfort operating in ambiguity and building structure where none exists
- Strong proficiency in Microsoft Office Suite, particularly Excel and PowerPoint
- Experience with Salesforce or similar CRM systems preferred
- Awareness of emerging AI trends and their business applications
- Willingness to travel within the U.S. (~30%) for alliance events, partner meetings, and key engagements
Benefits
Comp & perks- Innovation is at our core. We work with cutting-edge technology in accounting and financial reporting, constantly pushing the boundaries to create impactful software solutions.
- We are committed to a collaborative culture, where your ideas are valued, and knowledge sharing is encouraged within a supportive, inclusive team.
- Work-life balance is important to us. We offer flexible work options, remote opportunities, and generous time-off policies to ensure a healthy work-life balance.
- We offer competitive compensation, including a competitive salary and comprehensive benefits such as health insurance and retirement plans.
- We are driven by impactful work. Your contributions directly affect how our clients manage financial processes and drive their success.
- Recognition and rewards matter to us. We celebrate hard work through recognition programs, performance bonuses, and opportunities for career growth.
- We embrace global opportunities. Work on international projects and collaborate with a diverse, global team.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Business DevelopmentAccount ManagementAlliances & PartnershipsCustomer SuccessRelationship ManagementPipeline TrackingRFPRFINew Product AdoptionCross-selling
Soft Skills
Executive CommunicationPresentation SkillsInfluencing Without AuthorityComfort in AmbiguityBuilding StructureRelationship BuildingProactive SourcingNegotiationCollaborationStrategic Thinking