Strategic Alliance Relationship Manager

Mcguire-Sponsel; Indianapolis (IN); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

401(k) with employer match

4 weeks PTO

9 paid holidays

Wellness programs

Team-building events and social Ouings

Job summary

McGuire Sponsel, a national specialty tax consulting firm headquartered in Indianapolis, seeks a Relationship Manager to drive new referral opportunities and expand the Alliance Network. You will partner with firm leadership to execute regional business development strategies and manage the handoff of engagements.

This full-time exempt role requires 3–5+ years in sales or professional services, strong communication and interpersonal skills, and a willingness to travel up to 40%.

Qualifications

• 3–5+ years of experience in sales or a professional services environment.
• Strong strategic planning ability with consistent execution.
• Excellent organizational, written, and verbal communication skills.
• Consultative mindset with exceptional interpersonal skills.
• Strong professionalism, presence, and decorum.
• Willingness to travel up to 40% and work outside a traditional office environment.
• Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint.
• Valid U.S. driver's license and reliable transportation.
• Preferred but not required: prior tax or accounting sales experience, familiarity with tax concepts, consulting or client-facing experience, experience using Salesforce.

Responsibilities

• Generate new client and referral relationship opportunities across your assigned territory.
• Collaborate with Firm leadership to develop and execute regional business development strategies.
• Manage the transition of awarded client engagements to appropriate Practice Lines, ensuring a smooth handoff.
• Work with technical leaders to collect, analyze, and qualify client data in preparation for proposals or engagement letters.
• Track new and existing opportunities in the CRM (Salesforce).
• Participate in firmwide marketing initiatives.
• Attend and represent the firm at industry events, tax conferences, networking events, and association meetings.
• Travel to prospective CPA firms to present McGuire Sponsel services and build relationships.
• Gain a strong understanding of McGuire Sponsel’s specialty tax service offerings and communicate them confidently to professional networks.
• Maintain ongoing client relationship management and support.
• Account Planning: Effectively plans for territory optimization and travel throughout the year
• Account Management: Builds relationships with key stakeholders, identifies opportunities for cross-selling, and understands how to grow existing accounts while balancing new business development efforts
• CRM Effectiveness: Leverages technology to stay organized in pipeline management
• Emotional Intelligence: Recognizes emotions in typical situations and their effects on self and others.
• Effective Communication: Understands how to adapt communication to any given audience and promptly responds to all client correspondence
• Networking: Builds an intentional network to support business growth
• Strategic Selling: Understands how to ask strategic questions, connect dots in a conversation to solve client problems, and build partnerships on an executive level

Skills

Sales experience

Strategic planning

Communication

Interpersonal skills

Travel up to 40%

Tools

Salesforce

Job description

McGuire Sponsel, a national specialty tax consulting firm headquartered in Indianapolis, seeks a Relationship Manager to drive new referral opportunities and expand the Alliance Network. You will partner with firm leadership to execute regional business development strategies and manage the handoff of engagements.

This full-time exempt role requires 3–5+ years in sales or professional services, strong communication and interpersonal skills, and a willingness to travel up to 40%.