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BRN Relationship Director

BDO USA
Washington, United Statesfull_timeVerifiedPosted 23 Oct 2024
💰 $175,000/yr($150,000/yr$175,000/yr)

About the role

Job Summary:

The BRN (Business Resource Network) Alliance Relationship Director is responsible for all BRN activities, including account management for all BRN Alliance firms in the assigned region and national accounts, support of all CPA Alliance firms, BDO Office Alliance activities and resource needs in the region, sales and marketing development and conflict resolution with existing alliance firm members in the region. This position identifies and recruits new alliance firms into the BDO Alliance program and generates lead flow across the network of alliance firms and BDO offices.

Job Duties:

  • Assists in the recruitment of BRN Alliance firms into the BDO Alliance Network
  • Provides BRN account management by working with each regional BRN firm to respond to needs and assists with opportunities and manage administrative areas (AR, etc.)
  • Facilitates the flow of leads and referrals and other opportunities between alliance firms to generate revenue and marketing opportunities for assigned BRN firms
  • Attends, supports, and provides appropriate level of participation in various national, regional, and local alliance firm events (i.e., Discussion Groups, Community and Industry Team activities, new firm orientations, and CPA refresher orientations, etc.)
  • Performs Alliance firm orientations and refresher presentations for new and continuing firms 
  • Promotes specializations of Alliance firm members throughout the Alliance network and within BDO
  • Assists BRN Alliance Firms in establishing relationships within BDO and the CPA and BRN Alliance Firm network
  • Assists BRN alliance firms in developing sales and marketing plans related to the BDO alliance channel
  • Counsels Alliance firms on increased efficiency and profitability through the use of collaborative products, experts, specialists, services and experience of individuals in the Alliance network of firms and BDO offices 
  • Performs assigned and other “back-up” responsibilities of other Relationship Directors to ensure responsiveness to client firms at all times 
  • Assists in collection activities of delinquent Alliance firm licensing and other fees, as needed
  • Performs all duties associated with contract negotiation, billing, and collections, tracking of referrals and communication to/from alliance firms
  • Supports the communication of relevant BDO initiatives that would positively impact Alliance members 
  • Stays abreast of developments in the profession, trade groups and societies and unique regional needs to bring a value-added experience to Alliance members and the BDO
  • Creates and implements remediation plans or provides guidance to firms who would benefit from exiting the Alliance program, as appropriate 
  • Informs BDO Alliance leadership team members of key developments and issues 
  • Encourages utilization of the Alliance Portal by Alliance firms
  • Prepares and provides content for dissemination through the web portal and other communication media
  • Manages special projects to benefit the program and enhance the overall value of the program for alliance members
  • Provides training in portal usage and navigation
  • Other duties as required

Supervisory Responsibilities:

  • N/A


Qualifications, Knowledge, Skills and Abilities:

Education:

  • High School Diploma or GED, required 
  • Bachelor’s degree in Accounting or Marketing, preferred

Experience:

  • Ten (10) or more years of client relationship management experience, required
  • Experience working with accounting and /or consulting firms, preferred
  • Experience as a consultant to management professionals providing business and financial analysis such as client interaction and referrals, preferred

License/Certifications:

  • N/A

Software:

  • Proficient in the use of Microsoft Office Suite, required

Language:

  • N/A

Other Knowledge, Skills & Abilities:

  • Ability to establish and maintain strategic relationships with key Alliance firm and BDO leaders
  • Solid marketing knowledge with the ability to effectively promote the BRN alliance program through identifying opportunities and developing marketing plans to provide direction and assistance to BRN members 
  • Ability to successfully sell the attributes of the BDO Alliance program to attract new members to the network
  • Superior verbal and written communication skills with the ability to interact in an effective and professional manner with a diverse community of people and person

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Company

BDO USA

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