CLIENT SUMMARY

Our local Cincinnati firm is a growing professional services firm.

JOB SUMMARY

Our client is seeking a professional to join their marketing group to focus on relationships with CPA firms as a CPA Channel Manager.  This cross-functional manager will lead  efforts to significantly grow the CPA channel working within marketing as well as sales, client service,  and other departments.  This newly created role will report to the Vice President of Marketing. 

The CPA Channel Manager will research CPA firms in all relevant markets and will be expected to develop, implement, manage, and track the firm’s CPA initiatives.  In addition, the Channel Manager will work very closely with Sales as they meet with CPA partners to further education and relationships between them and the company.  The Channel Manager will be responsible for not only developing new CPA relationships but proactively strengthening existing relationships.

Some travel will be required.

KEY JOB RESPONSIBILITIES

Data Analysis and Market Insights

• Combine information from a wide variety of external and internal sources to develop, improve and refine CPA plans.
• Regularly talk   with CPAs to gain a deeper understanding of their needs and opportunities for the firm’s products.
• Seek compelling insights through quantitative data analysis.
• Solicit feedback from Account Managers and Sales Managers to determine what CPA initiatives are working, which are not, and what should be done going forward.
• Present recommendations and analyses to company executives and sales managers.
• Enhance and improve CPA-related systems.

Project Management

• Coordinate the efforts and activities of Sales, Marketing, Client Service and other internal departments to develop and execute CPA related initiatives.
• Develop a twelve-month calendar of CPA initiatives and manage these initiatives from inception through execution.
• Supervise client service personnel that focus on CPA relationships (currently two CPA Specialists).  Create development plans, train and provide evaluations for the CPA Specialists.
• Own the relationship with CPA associations, developing mutually beneficial programs and initiatives.

Product Management of CPA Products

• Envision the future of CPA products and develop a three-year plan to significantly grow and expand the program.
• Better define the CPA service experience and point of difference, including the specific services that can be packaged as “products” and offered to CPAs.

Sales Management Support

• Spend appropriate time in the field soliciting feedback and assessing sales’ buy-in to our CPA programs.
• Hold monthly teleconferences with Sales to review CPA-related activity, identify improvements, and provide guidance on driving CPA referrals
• Train Sales on the developing CPA relationships.
• Develop measurements and regularly provide management with scorecards and other information to enable them to better manage sales managers.

IDEAL CANDIDATES QUALIFICATIONS AND EXPERIENCE

• Bachelor's degree in business; MBA a plus.
• At least three years of product management or marketing experience.
• Marketing experience in a service environment is a must; fundamental understanding of accounting concepts required; some exposure to the accounting profession preferred.
• Demonstrated success in collaborating with sales management to drive results; actual sales or sales management experience preferred.
• Excellent cross-functional project management and communication skills, including the ability to train others.
• Track record in developing strategic and conceptual plans that are grounded in data analysis and customer understanding.
• Demonstrated success in managing multiple project plans on time, within budget.
• Entrepreneurial spirit, high energy, enthusiasm and strong work ethic.