Senior Client Engagement Manager - Channel Partnerships

Senior Client Engagement Manager

Channel Partnerships

Accounting & Finance Solutions

Location: Chicago, IL (90% remote)

On-Target Earnings: $200,000 to $300,000+ (50/50 base/variable with unlimited upside)

Long-Term Incentive Plan: Eligible

Type: Full-Time, Exempt

Reports To: Vice President, Accounting & Finance Solutions

Lane Focus: ERP system integrators, CPA firms, and Big 4 and national consulting firms

Why You'll Love Working Here

• Uncapped earning potential. Competitive base with no ceiling on commissions.
• Collaborative and competitive culture. High performers thrive here, and wins are shared.
• No bureaucracy, no politics. Real decisions get made fast, without red tape or decks nobody reads past slide three.
• Grow with leaders who've done it. One-on-one mentoring and coaching from leadership committed to your career, not just your quota.
• Built for the future of work. We invest aggressively in AI, automation, and the best technology in the industry, giving you an unfair advantage in how you sell, position, and grow your book.
• 90% remote. Work from anywhere, with in-person team collaboration in Chicago several times per year.
• Robust health benefits. Medical, dental, vision, and more.
• Unlimited PTO. We trust you to take the time you need.
• Cell phone stipend. Stay connected on us.
• Gym or wellness stipend. Because your health matters.
• Minority-owned and women-led. We value and celebrate diversity.
• Philanthropic mindset. We give back and support the communities we serve.

About Advanced Resources

At Advanced Resources, it's personal.

We partner with companies to tackle their most pressing workforce priorities, from staffing and resource planning to project execution and finance transformation. Whether supplementing a team, providing subject-matter expertise, or securing the right talent, we solve the human capital challenges that directly impact today's business leaders.

Our THRIVE values (Thankful, Humble, Resilient, Innovative, Veracious, and Enduring) shape everything we do. We're proud to be one of the most recognized firms in our industry, with a world-class Net Promoter Score (NPS) of over 85 and a culture built on both excellence and humanity.

The Opportunity

We're building our Accounting & Finance Solutions sales team around how work is actually bought, and each Senior Client Engagement Manager owns one buying motion. This role owns Channel Partnerships: the firms that are already advising our future clients and need a trusted partner to help deliver.

Some of the best work never shows up as an RFP. It comes through ERP system integrators who need finance expertise to get an implementation across the line, CPA firms whose clients need hands-on help the firm is not set up to provide, and Big 4 and national firms with overflow or independence conflicts that keep them from taking the work themselves. When a partner's client needs a team to execute the plan, we want to be the first call.

That is why this lane scales. One strong partner relationship can feed multiple engagements a year without cold prospecting. This practice is still being built, not a mature machine you're dropped into, which means real input into how the partner program takes shape.

This is not a transactional sales role. Done right, it builds a channel that makes every other part of our practice stronger. If you understand how professional services firms staff, refer, and protect their clients, this is your chance to own your book of business and be rewarded like a partner, not an associate.

Your Lane at a Glance

Who you sell to

ERP system integrators, regional and national CPA firms, and Big 4 and national consulting firms

What triggers the work

A partner's client needs a team to execute the plan: implementation support, overflow, or conflicted-out work

Why it scales

One partner feeds multiple engagements a year without cold prospecting

Each Senior Client Engagement Manager owns a buying motion. Industry is a talking point, not a territory, so you will follow the work wherever your lane leads.

Essential Duties and Responsibilities

Other duties may be assigned. The following represent the core areas of accountability.

New Business Development and Pipeline Building

• Win new business by identifying, recruiting, and activating referral and delivery partners for project-based and interim A&F solutions.
• Build and own relationships with partner leaders at ERP system integrators (NetSuite, Dynamics 365, Workday, SAP, Oracle), regional and national CPA firms, and Big 4 and national consulting firms.
• Structure the partnership. In partnership with leadership, design referral, subcontracting, and co-delivery arrangements with clear rules of engagement, so every partner knows how and when to bring us in.
• Co-sell, do not compete. Run joint account planning with partner teams, show up as an extension of their delivery, and protect the partner's relationship and core work.
• Position us as the delivery partner for finance work partners cannot or choose not to staff, including data cleanup and conversion, testing, close support, backfill during go-live, and post-implementation stabilization.
• Equip partners to sell us through case studies, one-pagers, and a clear picture of where we fit alongside their services.
• Track partner-sourced pipeline and run regular partner business reviews to grow the most productive relationships.
• Route partner opportunities outside A&F (HR transformation, executive search) to the right Advanced Resources practice.

Client Relationship Management and Consultative Selling

• Build deep, consultative partnerships with CFOs, Controllers, and Finance leaders, understanding their challenges before they do.
• Lead with the problem, not the seat. Diagnose the core pain, recommend the right approach, and then staff it. Most firms quote a bill rate. We tell the client what we would do and why.
• Understand the partner as well as the client: how they sell, how they staff, where their independence or capacity limits are, and what a win looks like for them.
• Serve as the in-room market SME on A&F consulting talent and solutions, speaking fluently to market rates, delivery models, and realistic timelines.
• Educate clients in real time so they make informed decisions on scope, comp, and timeline, not assumptions.
• Cross-sell with purpose. Introduce clients to our broader human capital capabilities, from HR transformation to executive search.

Engagement Delivery and Account Growth

• Partner with delivery and Consultant Engagement teams to match top consultants and interim professionals to client needs.
• Build teams, not just seats. Where the scope supports it, position multi-consultant engagements that solve the whole problem rather than filling one role at a time.
• Turn every placement into a relationship. Join client kickoffs, 30-day post-placement check-ins, and engagement reviews. Our consultants see what is happening inside the client before anyone else does, and the next opportunity usually starts there.
• Surface upsell and extension opportunities by staying close to consultant-client dynamics on active engagements.
• Collaborate with Marketing to develop case studies and references that support business development.

Operating with Autonomy and Ownership

• Operate with real autonomy. This is a builder's seat. Set your own strategy, shape how the practice goes to market, and run your book with leadership that trusts you to do it, not one that requires sign-off at every turn.
• Impact the bottom line. Deliver measurable results for your clients and yourself.
• Maintain accurate pipeline, account, and activity records in Bullhorn, including meeting notes, so the whole team can act on what you learn.
• Contribute to the design and continuous improvement of sales processes, tools, and KPIs.

KPIs

The activity-based KPIs below represent the building blocks of success and are intended to provide clarity and structure to ensure that each individual is executing the behaviors that drive outcomes.

These expectations are intentionally structured to provide transparency, enable coaching, and allow leaders and team members to objectively assess progress. They are not designed to create pressure. They are designed to create clarity.

Weekly KPI's

• 2 Leads: Candidate
• 125 Sales Outreaches : Calls/Emails
• 10 Sales Visits (virtual or in-person)
• 2 Job Orders
• 1 Job Start

In this lane, sales visits will weight toward partner meetings, joint account planning, and co-selling alongside partner teams.

Qualifications

The requirements below are representative of the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Required

• 7 to 12 years of experience in professional services sales, alliance or channel development, or consultative business development.
• Established relationships within the Big 4, CPA firm, or ERP system integrator ecosystem, and a credible path to activating them quickly.
• Clear understanding of how audit, advisory, and implementation firms staff and sell work, including the role of auditor independence in what they can and cannot take on.
• Experience structuring or managing referral, subcontracting, or co-delivery relationships between firms.
• Strong working knowledge of Accounting & Finance functions and the interim and consulting delivery model.
• A competitive, entrepreneurial drive with a knack for reading people and closing deals.
• Bachelor's degree or equivalent experience.

Preferred

• Big 4 or national CPA firm alum (audit, advisory, or consulting), ideally with business development or practice development experience.
• CPA or prior experience as an accounting or finance practitioner.
• Experience in the ERP implementation ecosystem, either at a system integrator or alongside one.
• Familiarity with consulting delivery models, including project-based and interim engagements.
• Proficiency with Bullhorn or a comparable CRM, plus general comfort with modern AI and automation tools.

Behavioral Traits of the Ideal Candidate

• Entrepreneurial mindset. Comfortable building in white space. Creates structure where none exists and finds a way to win when the playbook hasn't been written yet.
• Competitive closer. Driven by winning, not just participating. Measures themselves against a number and wants to beat it.
• Outgoing and engaging. Communicates in an uninhibited, lively, and adaptable manner. Draws others into the conversation.
• Relationship-focused. Genuinely interested in people, trust-building, and long-term partnership over the quick close.
• Goal-oriented. Focused on outcomes and the people needed to get there, not on details or rigid plans.
• Proactive connector. Connects quickly to others. Open, sharing, and willing to leverage relationships to get work done.
• Persuasive communicator. Enthusiastically persuades and motivates others by considering their point of view and adjusting delivery.
• Resilient under rejection. Treats a no as information, not a verdict. Keeps prospecting without needing constant external validation.
• Calculated risk-taker. Daring and focused on future goals. Adaptable, flexible, and comfortable making decisions with imperfect information.
• Confident decision-maker. Takes action even with limited proof. Confident in their own ideas and unimpressed with tradition for tradition's sake.

Why Advanced Resources

• Culture that wins. We live our values and celebrate success together.
• Unlimited earnings. Base salary plus uncapped commissions and growth opportunities.
• Flexibility first. Work remotely, with quarterly in-person collaboration weeks.
• Purpose-driven work. Help shape careers, teams, and organizations in meaningful ways.
• People-first mindset. We prioritize well-being, family, and community impact.
• Built for builders. Our A&F Solutions practice is scaling, and you'll have real influence on how it grows.

If This Sounds Like You...

If you came up through the Big 4 or a CPA firm and know exactly how those firms staff, refer, and get conflicted out, this is where that knowledge becomes your book.

If you love what you do but not who you do it for, you'll feel at home here.

If you're done chasing a few percentage points in annual raises, come build something that rewards you like a partner. We don't take ourselves too seriously, but we take our commitments very seriously.

Advanced Resources is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.