Manager, Global Networks & Alliances

Added
4 hours ago
Type
Full time
Salary
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Related skills

business development crm account management salesforce partnerships

πŸ“‹ Description

  • Primary contact for U.S. and global networks and alliances.
  • Build trusted relationships with network leadership and alliance execs.
  • Represent Caseware at alliance conferences and events; about 30% U.S. travel.
  • Advocate for network needs across Sales and Product teams.
  • Source and qualify new opportunities within alliance ecosystems.
  • Lead or support RFP/RFI responses for network opportunities.
  • Partner with Sales to re-engage dormant firms and underpenetrated members.
  • Maintain a healthy pipeline of network opportunities.
  • Identify expansion opportunities within member firms: new product adoption, cross-sell.
  • Translate global initiatives into actionable motions for U.S. member firms.
  • Maintain accurate CRM data, pipeline tracking, and reporting.

🎯 Requirements

  • 3–6+ years in Business Development, Account Management, Alliances, or Customer Success.
  • Experience with professional services firms (accounting/audit/advisory) preferred.
  • Background with member-based orgs, alliances, or networks valued.
  • Strong executive communication and presentation skills.
  • Ability to influence without authority across decentralized orgs.
  • Comfortable operating in ambiguity and creating structure.
  • Proficient in Microsoft Office, especially Excel and PowerPoint.
  • Experience with Salesforce or similar CRM systems preferred.
  • Awareness of AI trends and business applications.
  • Willingness to travel within the U.S. (~30%).

🎁 Benefits

  • Innovation at our core; cutting-edge fintech/AI in accounting.
  • Collaborative culture where ideas are valued.
  • Flexible work options, remote opportunities, and work-life balance.
  • Competitive compensation and comprehensive benefits.
  • Work that drives client success and impact.
  • Recognition programs and career growth.
  • Global opportunities; work on international projects.
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