Related skills
business development crm account management salesforce partnershipsπ 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.
π― Requirements
- 3β6+ 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%).
π 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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