Strategic Business Alliances COE Coordinator

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

The Strategic Business Alliances COE Coordinator is part of our Strategic Business Alliances Center of Excellence (“SBA COE”) organization. They are the operational execution layer of strategic alliance programs to ensure RSM maximizes alliance benefits, maintains program compliance, and achieves differentiation within the Relationships’ ecosystems. This role oversees relationship portal administration, certification and accreditation tracking, deal registration management, tiering monitoring, incentive program utilization, and lead intake processes and pipeline governance. Working closely with SBA COE leaders, sales teams, delivery teams, practice leaders, and Inside Sales, the Partner Program Coordinator supports account mapping, research, and preparation for go-to-market initiatives. This role requires strong communication, organization, and analytical skills.

Essential Duties

Growth and Enablement

• Assist with entering deal registrations in the partner portal and all internal systems (CRM) and confirm required information is complete and accurate.
• Support account mapping, list-bumping, account research activities in coordination with alliance and sales teams, mainly inside sales.
• Manage deal registrations and follow up with opportunity owners when updates, validations, or status changes are required.
• 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 all sales assets: pitch decks, win stories, case studies, etc.
• Coordinate with Inside Sales on research and preparation for SBA-specific campaigns to support demand generation.

Partner Program Management

• Manage partner portal user access and maintain RSM company profile information.
• Track partner tier maintenance, tier progression, and the requirements necessary 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.

Sales Coordination

• 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 firm resources in 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.

EDUCATION/CERTIFICATIONS

Bachelor’s degree or equivalent experience

TECHNICAL/SOFT SKILLS

• Strong project management and organizational skills
• Prioritizes and plans work activities within deadlines
• Strong verbal and written communication skills
• Ability to work effectively as a team player on multiple teams
  

EXPERIENCE

• 2-3 years working in professional services and/or technology industry
• Experience working with project management tools (preferred)
• Experience working with Microsoft 365 applications for internal communication and collaboration, and Microsoft Excel or Power BI for reporting (preferred)
• Experience working with CRM applications such as Microsoft Dynamics 365 or similar (preferred)
• Experience with Crossbeam or similar account mapping tool a plus

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/india.html.  

RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Indian Armed Forces; Indian Armed Forces Veterans, and Indian Armed Forces Personnel status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.  

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please send us an email at [email protected].