Unanet Practice Lead

Practice Management

• Set and achieve the budget and goals of the practice (with overall accountability)
• Manage the practice’s profitability
• Grow the Unanet team to expand our ability to qualify and drive sales opportunities
• Provide constructive feedback and effective support of the future practice team
• Maintain business applications partner relationships at the executive level
• Assist the leaders at Aprio in setting budget and revenue goals for cross sales & introductions to their clients
• Closely manage AR and WIP and ensure collections on accounts
• Lead practice management meetings
• Communicate professionally, clearly and effectively to target audiences
• Proactively seek information, challenge norms and drive efficiency
• Maintain a thorough understanding of status, actions, risks and drive to resolution

Sales & Client Management

• Source leads externally (from your network)
• Partner with Aprio’s leaders to identify, qualify and close leads from Aprio’s client base
• Meet with clients at the C-level on a quarterly basis for information gathering and feedback on practice performance
• Build channel referral partnerships with other partner CPA firms and other associations as applicable to drive referrals
• Manage team in scoping efforts
• Deeply understand Business Application (ERP, CRM, Analytics) sales, win themes, and success measures of a good implementation

Go-to-Market

• Define go-to-market solutions and package offerings with other complimentary ones; create supporting collateral
• Align with industry and segment leadership to drive development and roll out of solutions tailored accordingly
• Run webinars and digital campaigns in partnership with ERP platforms to recruit new clients
• Develop Learning and Development training to educate others at Aprio and create training materials to support the practice

Administrative

• Participate in internal meetings, presentations, reporting, initiatives
• Adhere to Aprio’s established processes and procedures

Qualifications:

• If you don't meet all of these qualifications, we encourage you to still apply. We're looking for a diverse range of candidates and your unique background might be exactly what we need!
• 10-15 years experience in sales, operations, customer success and management of business applications preferred
• Experience selling and implementing an ERP or CRM Business Application, preferably Unanet
• Strong experience with and understanding of all aspects of the Business Applications solution function and related commercially available software packages
• Attention to detail/ability to manage a wide book of clients
• Experience in management of a business unit preferred
• Experience in a professional services firm preferred

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401k with Profit Sharing
• 9+ holidays and discretionary time off structure
• Parental Leave – coverage for both primary and secondary caregivers
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group and individual performance
• Incentive compensation related to origination of new client sales
• Top rated wellness program
• Flexible working environment including remote and hybrid options

• Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
• An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
• A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
• Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
• Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
• Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.