Related skills
crm salesforce ai excel microsoft office📋 Description
- Serve as the primary contact for U.S. and global networks and alliances.
- Build trusted relationships with network leadership and member firms.
- Represent Caseware at alliance events; ~30% U.S. travel.
- Advocate for network needs with Sales and Product teams.
- Source and qualify opportunities within alliance ecosystems.
- Lead or support RFP/RFI responses for network opportunities.
🎯 Requirements
- 3-6+ years in BD/Account/Alliances/Customer Success.
- Experience with professional services firms or member networks.
- Strong executive communication and presentation skills.
- Ability to influence across decentralized organizations.
- Proficiency in Microsoft Office (Excel, PowerPoint) and CRM (Salesforce).
- Willingness to travel ~30% in the U.S.
🎁 Benefits
- Innovative fintech-focused environment.
- Collaborative, inclusive culture with knowledge sharing.
- Flexible remote options and work-life balance.
- Competitive compensation and comprehensive benefits.
- Impactful work for clients and communities.
- Recognition and opportunities for career growth.
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