BRN Relationship Director

Job Description

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. 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.

• Assist in the recruitment of BRN Alliance firms into the BDO Alliance Network
• Provide BRN account management by working with each regional BRN firm to respond to needs, assist with opportunities, and manage administrative areas (AR, etc.)
• Facilitate the flow of leads and referrals and other opportunities between alliance firms to generate revenue and marketing opportunities for assigned BRN firms
• Attend, support, and provide appropriate level of participation in various national, regional, and local alliance firm events (Discussion Groups, Community and Industry Team activities, new firm orientations, CPA refresher orientations, etc.)
• Perform Alliance firm orientations and refresher presentations for new and continuing firms
• Promote specializations of Alliance firm members throughout the Alliance network and within BDO
• Assist BRN Alliance Firms in establishing relationships within BDO and the CPA and BRN Alliance Firm network
• Assist BRN alliance firms in developing sales and marketing plans related to the BDO alliance channel
• Advise 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
• Perform assigned and other “back‑up” responsibilities of other Relationship Directors to ensure responsiveness to client firms at all times
• Assist in collection activities of delinquent Alliance firm licensing and other fees, as needed
• Perform all duties associated with contract negotiation, billing, and collections, tracking of referrals and communication to/from alliance firms
• Support the communication of relevant BDO initiatives that would positively impact Alliance members
• Stay abreast of developments in the profession, trade groups and societies and unique regional needs to bring a value‑added experience to Alliance members and BDO
• Create and implement remediation plans or provide guidance to firms who would benefit from exiting the Alliance program, as appropriate
• Inform BDO Alliance leadership team members of key developments and issues
• Encourage utilization of the Alliance Portal by Alliance firms
• Prepare and provide content for dissemination through the web portal and other communication media
• Manage special projects to benefit the program and enhance the overall value of the program for alliance members
• Provide training in portal usage and navigation
• Other duties as required

• N/A

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

• 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

• N/A

• Proficient in the use of Microsoft Office Suite, required

• N/A

• 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…