• Sr. Manager, Alliance Management

    Job Location US-NY-New York City
    Job ID
    # of Openings
    Business Development
  • Summary

    The Sr. Manager, Alliance Management builds long-term value for the organization by providing strategic guidance to the company's alliance portfolio. The position is responsible for formulating and executing the overall alliance management strategy to include: a deep working knowledge of alliance products and services, contract compliance, strategic input on alliance product roadmaps, conducting quarterly business review meetings with partners, ongoing relationship management, strategic alignment and escalation of important issues.  The role is an individual contributor role responsible for matrix-managing across various functional departments (sales, marketing, product, etc.) to achieve stated objectives. The successful individual will procure and analyze market research and competitive business intelligence to inform the execution of the alliance management strategy.

    Duties and Responsibilities

    1. Understands CPA.com’s corporate vision and accordingly, identifies trends across the CPA profession and small business marketplace; conducts ongoing research of the profession, stays connected to the needs and opportunities within the CPA profession, attends relevant professional events, reads relevant professional publications, stays current with relevant technology innovations & follows key profession-related announcements.*
    1. Proposes potential new business alliances based on these key trends.*
    1. Interacts with (internal and external) cross-functional teams to develop goals & objectives for each partner program, maintains strategic alignment across partner programs, resolves issues, makes key strategic recommendations to the product, sales & marketing teams & cultivates new business opportunities within existing partner programs.*
    1. Works with (internal and external) cross functional teams to bring CPA firm perspective to alliance management strategy.*
    1. Provides expertise and input to potential new business alliances by evaluating technology platform features and functionality and leading external (CPA) firm engagements to perform due diligence. *
    1. Updates job knowledge and domain expertise by participating in educational opportunities; reads professional publications; maintains personal networks; participates in strategic planning meetings and networking with professional community.*
    1. Enhances CPA.com's reputation by accepting ownership for accomplishing new and different requests; explores opportunities to add value to job accomplishments.*
    1. Capable of producing financial planning, modeling, and/or feasibility studies/business plans for new product development, as necessary.*
    1. Supports internal sales & marketing teams to develop proposals that speak to the CPA firm's needs, concerns, and objectives. Occasionally join CPA.com sales team on CPA firm sales calls to maintain working knowledge of firm interactions and perspectives.*
    1. Recommends new product add-ons to CPA.com technology ecosystem in an effort to enhance existing relationships.*
    1. Represent company at association events and conferences as necessary.*
    1. Presents to and consults with mid and senior level management on business trends with a view to developing new services, products, and distribution channels.*
    1. Uses knowledge of the market and competitive landscape to inform the company's unique selling propositions and differentiators.*
    1. Researches and develops a thorough understanding of the company's people and capabilities.*
    1. Performs other tasks as assigned.

    *Essential Function

    Education and Experience

    Bachelor’s degree from an accredited university. CPA with seven to ten years related experience and/or training preferred; or equivalent combination of education and experience.

    Computer Skills

    To perform this job successfully, an individual should be proficient in Microsoft Word, Microsoft Excel, Microsoft Outlook, and Microsoft PowerPoint.

    Knowledge, Skills and Other Abilities

    • Relevant experience in technology, project management, strategy & accounting
    • Ability to interact with senior management
    • Team player who also demonstrates leadership skills in a matrix managed organization
    • Ability to work independently
    • Time management skills
    • Oral and written communication skills
    • Public speaking and presentation skills


    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


    Language Ability:

    Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.


    Math Ability:

    Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.


    Reasoning Ability:

    Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.


    Physical Demands:

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


    While performing the duties of this job, the employee is regularly required to stand; walk; sit; and use hands.


    Approximately 30% travel required.


    Work Environment:

    The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


    The noise level in the work environment is usually moderate. 


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