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McGuire Sponsel · 3 months ago

Relationship Manager (Sales/Business Development)

United States

Full-time

Remote

Mid Level

3+ years exp

McGuire Sponsel is a national specialty tax consulting firm that has experienced tremendous growth while serving leading accounting firms and businesses across the country. They are seeking a Relationship Manager to market and sell specialty tax services to public accounting firms and referral partners, while also supporting the retention of existing client relationships. The role involves generating new client opportunities, collaborating with firm leadership, and managing client engagements.

Accounting

Responsibilities

Generate new client relationship opportunities for the Texas and surrounding market

Collaborate with firm leadership in developing and executing market strategies

Manage the successful transition of awarded client engagements to the appropriate practice line

Work closely with key practice line leaders to collect and analyze client data, and prepare engagement letters during the proposal process

Report new and existing opportunities within Salesforce, our CRM software

Participate in firm marketing initiatives

Attend and participate in various industry events, such as annual tax conferences and regional networking events throughout the sales territory

Travel to prospective CPA locations to meet with or give presentations to key decision makers

Gain an understanding and knowledge base of McGuire Sponsel’s specialty tax service offerings and be able to share what with do with various professional contacts throughout business networks

Ongoing client relationship management