Relationship Manager

McGuire Sponsel; United States; On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) with employer match

4 weeks of PTO

Voluntary STD benefits and company-paid LTD

Wellness programs

Job summary

McGuire Sponsel is seeking a Relationship Manager to cultivate and maintain partnerships with CPA firms and financial professionals. The ideal candidate will have at least 3 years of B2B selling experience and a Bachelor’s degree in a relevant field.

The role includes identifying growth opportunities, ensuring engagement with partners, and utilizing Salesforce for effective account management. McGuire Sponsel offers a competitive salary along with various benefits, including 401(k) matching, PTO, and team-building events.

Qualifications

• 3+ years of B2B selling experience, preferably in professional services.
• Ability to manage multiple projects in a fast-paced environment.
• Strong written and verbal communication abilities.

Responsibilities

• Cultivate and maintain strong relationships with strategic alliance partners.
• Conduct regular check-ins and identify growth opportunities.
• Support business development initiatives by onboarding new partners.

Skills

B2B selling experience

Strong communication skills

Organizational skills

Interpersonal skills

Attention to detail

Education

Bachelor’s degree in accounting, marketing, business, or a related field

Tools

Microsoft Suite

Salesforce

Job description

Role Overview

McGuire Sponsel’s unique business model assists firms with identifying opportunities for their clients. By serving as an extension of our partner CPA firms, McGuire Sponsel strengthens client relationships by offering a conservative approach to delivering services that fall outside the traditional practices of local and regional accounting firms. Our efforts have established McGuire Sponsel as a leading technical resource to CPAs across the country. Our Relationship Managers (RMs) are the face of McGuire Sponsel, who nurture these relationships and help our CPA partners identify opportunities to help their clients with specialty tax credits, incentives, and savings across a diverse array of industries.

Position Details

• Department: Business Development
• Reports to: Director, Alliance Network
• Type: Full-time, exempt
• Pay: Base salary plus commission
• Territory: MD, VA, WV, DC

Responsibilities

• Cultivate and maintain strong, long-term relationships with strategic alliance partners (CPA firms, financial professionals, and other referral sources within the McGuire Sponsel Alliance Network).
• Serve as the primary point of contact for assigned partners, ensuring consistent engagement, support, and alignment with McGuire Sponsel’s specialty tax service offerings.
• Conduct regular check‑ins and strategic planning sessions with partners to understand their evolving needs and identify growth opportunities.
• Collaborate with internal subject matter experts to deliver tailored solutions, insights, and resources that support partner success.
• Educate alliance members and their clients on McGuire Sponsel’s core service lines (R&D Tax Credit, Cost Segregation, Global Business Services, Property Tax, and Location Advisory Credits & Incentives) through presentations, webinars, round tables, and one‑on‑one consultations.
• Support business development initiatives by identifying and onboarding new alliance partners that align with the firm’s values and service capabilities.
• Monitor relationship performance metrics and partner engagement trends, leveraging data to drive continuous improvement and strategic outreach.
• Act as a liaison between partners and internal teams, ensuring smooth coordination of service delivery and communication.
• Represent McGuire Sponsel at industry conferences, partner events, and networking opportunities to strengthen brand presence and build new relationships.
• Maintain accurate records of partner interactions, pipeline activities, and follow‑up actions using CRM tools and reporting systems.
• Effective Communication: Listens and clearly presents information.
• Emotional Intelligence: Recognizes emotions in typical situations and their effects on self and others.
• Account Management: Builds relationships with key stakeholders in assigned accounts and qualifies potential for new and increased revenue opportunities.
• Account Planning: Strategically uses slower periods for territory planning to map out travel, conversation topics, and service line education opportunities within each account to optimize efficiency in‑market.
• CRM Effectiveness: Leverages Salesforce to keep track of client details, conversations, and opportunities throughout the customer journey.
• Networking: Builds a planned network through preparation and intentionality.
• Strategic Selling: Spends time learning first and only recommends services when appropriate and objectively helps the prospective client understand how both parties will achieve success together.

Role Qualifications

• Bachelor’s degree in accounting, marketing, business, or a related field.
• 3+ years of B2B selling experience, preferably in professional services
• Strong communications, organizational, and people skills.
• Excellent written and verbal communication abilities.
• Ability to manage multiple projects in a fast‑paced, deadline‑driven environment.
• Strong interpersonal skills and comfort in client‑facing situations.
• Proficiency in Microsoft Suite.
• Valid U.S. driver’s license and reliable transportation.
• Ability to travel up to 40% independently or with a team to CPA firms in the given U.S. territory
• Preferred but not required: prior tax or accounting experience, familiarity with tax concepts, and consulting or client‑facing experience.
• Pet Wellness (Wagmo)
• Voluntary STD benefits and company‑paid LTD
• Flexible Spending Accounts and Health Savings Accounts
• Life and Accidental Death & Dismemberment Insurance
• Supplemental Benefits (Accident, Cancer, Hospital Indemnity, & Critical Illness)
• Savings Marketplace – discounts on hotels, flights, movie tickets, electronics and more
• 401(k) with employer match
• 4 weeks of PTO
• 9 paid holidays & Summer Fridays
• Wellness programs
• Team‑building events and social outings
• Clear career path and advancement opportunities

EEO Statement McGuire Sponsel is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic.