Strategic CPA Partnerships Manager

Choreo; Charlotte (NC); Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

Competitive salary and bonus plan

Unlimited, discretionary time off

401(k) matching program

Job summary

Choreo is seeking a Manager, Partner Relationships in Charlotte, NC, to support and deepen strategic partnerships with CPA firms. This position emphasizes delivering quality partner experiences and ensuring commitments are met.

The ideal candidate has over 5 years of experience in relationship management and is proficient with CRM systems. Employee benefits include competitive salary and bonus plans, medical coverage, 401(k) matching, and unlimited discretionary time off.

Qualifications

• 5+ years of experience in relationship management or client service.
• Experience with CPA firms or within wealth management is highly preferred.
• Strong organizational and project management skills.

Responsibilities

• Serve as a primary point of contact for CPA and accounting firm partners.
• Coordinate and deliver partner reporting, updates, and presentations.
• Support educational initiatives, including joint advisor/CPA sessions.

Skills

Relationship management

Project management

Communication skills

CRM proficiency

Education

Bachelor’s degree in finance, business, or related field

Tools

CRM systems

PowerPoint

Job description

Choreo is seeking a Manager, Partner Relationships in Charlotte, NC, to support and deepen strategic partnerships with CPA firms. This position emphasizes delivering quality partner experiences and ensuring commitments are met.

The ideal candidate has over 5 years of experience in relationship management and is proficient with CRM systems. Employee benefits include competitive salary and bonus plans, medical coverage, 401(k) matching, and unlimited discretionary time off.