Strategic Business Alliances COE Coordinator

Overview

The Strategic Business Alliances COE Coordinator is the operational execution layer of RSM's strategic alliance programs, ensuring alliance benefits are maximized, program compliance is maintained, and differentiation is achieved within partner ecosystems.

What you'll do

• Enter deal registrations in the partner portal and internal CRM, and confirm required information is complete and accurate.
• Support account mapping, list-bumping and account research with alliance and sales teams, mainly inside sales.
• Manage deal registrations and follow up with opportunity owners on updates, validations and status changes.
• Track deal registrations, partner-sourced leads and related sales reporting to provide visibility into activity, conversion and program compliance.
• Produce standard reporting packages on a specific cadence.
• Assist with organization and knowledge management of sales assets such as pitch decks, win stories and case studies.
• Coordinate with Inside Sales on research and preparation for SBA-specific demand generation campaigns.
• Manage partner portal user access and maintain the RSM company profile information.
• Track partner tier maintenance, tier progression and the requirements to achieve or retain each status.
• Ensure RSM meets annual partner requirements, including customer success stories, certification thresholds, customer satisfaction measures, certification milestones and other program obligations.
• Track utilization of partner incentive programs, including market development funds (MDF), solution investment funds (SIF), sell-through incentives and similar benefits.
• Monitor partner program updates and communicate relevant changes, deadlines and implications to alliance, sales and delivery teams.
• Coordinate and schedule key meetings, including ROBs, QBRs and sales syncs, with internal stakeholders and strategic relationship teams.
• Help prepare sales assets and/or work with Creative Services or Marketing to ensure assets are completed.
• Govern pipeline hygiene and lead production of standard reporting packages.
• Perform other duties as assigned to support the effectiveness of the SBA COE.

What you'll need

• Bachelor's degree or equivalent experience.
• 2-3 years working in professional services and/or technology industry.
• Strong project management and organizational skills.
• Ability to prioritize and plan work activities within deadlines.
• Strong verbal and written communication skills.
• Ability to work effectively as a team player on multiple teams.

Nice to have

• Experience working with project management tools.
• Experience working with Microsoft 365 applications for internal communication and collaboration, and Microsoft Excel or Power BI for reporting.
• Experience working with CRM applications such as Microsoft Dynamics 365 or similar.
• Experience with Crossbeam or similar account mapping tool.