Senior Manager, Strategic Alliances

Summary

The Senior Manager, Strategic Alliances plays a critical role in supporting and strengthening CPA.com’s strategic alliances with leading technology companies and ecosystem activities by driving operational efficiency, ensuring go-to-market execution, and maintaining alignment between internal teams and partner companies. This position is focused on optimizing and maintaining partnership relationships, managing key deliverables, and enhancing collaboration to meet alliance objectives.

This is a strategic role within the organization. The Senior Manager will serve as a key liaison ensuring partner expectations are aligned with internal CPA.com strategies. The ideal candidate will bring strong project management skills, keen attention to detail, and the ability to coordinate cross-functionally across departments such as sales, marketing, and professional services.

Key Responsibilities:

Alliance Execution & Oversight

• Manages the operational components of key existing strategic alliances.
• Collaborate with internal teams on execution of strategically aligned partner-focused GTM plans and deliverables.
• Supports the facilitation of Quarterly Business Reviews (QBRs), reporting on performance, goals, and action items.

Partner Communications & Relationship Support

• Aligning with partners and managing expectations are essential.
• Maintains day-to-day communications with alliance contacts to support shared initiatives and resolve issues.
• Builds trust and continuity in relationships through consistent follow-up, documentation, and performance tracking.
• Helps ensure internal teams are equipped with the latest partner insights, updates, and resources.

Project Management & Cross-Functional Coordination

• Leads partner project plans (e.g., product launches, joint campaigns, go-to-market activities) ensuring timely delivery.
• Works closely with internal stakeholders to drive projects from initiation through completion, managing timelines, tasks, and responsibilities.
• Regularly updates stakeholders on progress, risks, and outcomes.

Performance Tracking & Reporting

• Monitors and analyzes KPIs related to partner initiatives, campaigns, and overall alliance health.
• Assists in creating dashboards, reports, and presentations used in internal and partner-facing reviews.

Process Optimization & Documentation

• Continuously improves internal processes that support alliance execution, such as onboarding workflows, reporting cadences, and communication protocols.
• Maintains and organizes key documents related to contracts, project plans, and partner activities.

Industry Awareness & Professional Development

• Stays current with trends in the accounting and technology ecosystems to understand the broader context of partnerships.
• Participates in learning opportunities, professional events, and industry forums to enhance effectiveness in the role.

Support at Events & Meetings

• Assists in moderating, planning and attending partner-related meetings, webinars, and CPA firm-facing events as needed.
• May represent CPA.com at industry conferences in a support capacity.

Ecosystem Activities

• Lead the program development and content production of key industry thought leader events
• Drive successful outcomes using project management tools
• Maintain outreach and connection with broader accounting tech ecosystem

Other Duties as Assigned

• Takes on additional tasks and short-term projects to support the evolving needs of the alliance management function.

Qualifications:

• Bachelor’s degree in Business, Marketing, Communications, or a related field.
•  7+ years experience in sales, partner operations, alliance management, or project management—ideally within the technology or professional services sector.
• Demonstrated ability to manage complex projects with multiple stakeholders and competing priorities.
• Excellent communication and relationship management skills.
• Highly organized, detail-oriented, and proactive.
• Proficiency with project management and collaboration tools (e.g., Asana, Trello, Monday.com, Microsoft Teams, Salesforce).
• Familiarity with the CPA profession or accounting technology landscape is a plus.

 

(Hybrid – 3 days/week in office)