Position Responsibilities:
- Regional Growth Plan:
- Collaborate with the Regional Managing Partner to develop and execute a local/regional growth plan that is integrated with national segment growth plans.
- Become an expert regarding all firm services and outcomes we deliver for clients.
- Partner with team members in the region to identify and pursue opportunities to provide new services to existing clients, managing account planning process and training related to account planning and account management.
- Drive local execution of national segment growth strategies, such as sponsorships, speaking engagements and sales campaigns.
- Assist with timely response to inbound sales inquiries, ensuring pipeline is tracked and kept updated in HubSpot (CRM and Marketing Automation tool).
- Lead event planning for local events, selecting and securing venues; assist with developing invitation lists, handling on-site logistics as needed, leveraging Aprio’s Growth Production team for event materials such as emails, signage, registration sites, sales collateral, etc.
- Sales Reporting:
- Become the regional expert for HubSpot, supporting the adoption of CRM.
- Provide monthly reports to partners regarding sales pipeline, ensuring visibility into key metrics of the sales funnel.
- Organize pipeline and account planning meetings to ensure focus on key metrics, including lead generation, opportunities, number of services proposed, and close rate.
- Understand and provide guidance for developing advanced pricing proposals.
- Segment growth leader:
- Work with a client-facing Segment Growth Leader to develop and execute a national growth plan for an industry segment to grow the business by 20% annually.
- Leverage the experience and best practices culled from other Segment Growth Leaders across the firm to accelerate growth for the segment and the region.
- Develop deep expertise in the segment and leverage internal agency to develop content and campaigns to support the go-to-market strategy.
- Collaborate with the segment leader to identify sales channel partners to drive profitable growth.
Qualifications:
- Bachelor's or Master's degree in business, marketing or a related field
- 5+ years of experience in marketing, or related field
- Strong organizational and analytical skills
- Solid understanding of sales and marketing in a professional services environment
- Strong attention to detail and ability to proofread, manage multiple projects simultaneously in a highly independent manner
- Self-starter able to manage multiple projects simultaneously in a highly independent manner
- Ability to support local events, including onsite support for events and shipping materials to events.
- Must be able to lift boxes up to 50 pounds and have reliable transportation.
- Strong problem-solving and critical thinking skills
- Excellent communication and collaboration skills, with the ability to work effectively with cross-functional teams and represent the growth perspective in conversations with partners
- Expert-level skills in Microsoft Office Suite products
- Experience with Power BI is a plus.
- Experience with CRM (HubSpot) and/or other project management related tools (e.g. ClickUp, etc.), is a plus.
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What We Do
Aprio is a premier CPA and business advisory firm that advises clients and associates on how to achieve what’s next. Aprio’s associates work as integrated teams across advisory, assurance, tax, outsourcing, staffing and private client services, bringing the best thinking and personal commitment to each client. Across practices, Aprio brings together proven expertise, deep understanding and strategic foresight for industries including Manufacturing and Distribution; Non-Profit and Education; Professional Services; Real Estate and Construction; Retail, Franchise and Hospitality; and Technology and Blockchain.
Headquartered in Atlanta, Georgia, Aprio has grown to over 1,000+ team members. To serve clients wherever life or business may take them, Aprio’s teams speak more than 30 languages and work with clients in over 50 countries.