Acrisure

Acrisure

Manager, CPA Acquisition & Accountant Channel

OKLAHOMA CITY, OK

Sponsorship not specifiedDetected 1 day ago
SalesforceCRMSalesAccount ManagementBusiness DevelopmentPipeline ManagementNegotiationOutbound SalesAccountingQuickBooksValuationM&ACadenceResearchLeadershipCollaborationMentoringOrganizational Skills

About the role

  • Auris Payroll is seeking a driven and strategically minded Manager of CPAA to play a central role in growing our CPA book-of-business acquisition program.
  • This individual will serve as the primary point of contact for identifying, engaging, and closing agreements with CPAs, bookkeepers, accountants, and other accounting professionals who are ready to sell their payroll processing book of business to Auris.

Responsibilities

  • Conduct territory research, build targeted lists, and initiate outreach across multiple channels to surface acquisition opportunities.
  • Work and Convert Acquisition Leads.
  • Manage all inbound and outbound leads provided by outside sales, inside sales, SDR teams, and any other source.
  • Ensure every lead is logged, followed up on, and progressed in Atlas with accurate and timely documentation.
  • Support Portfolio Acquisition, Transfer, and Implementation.
  • Partner with the sales and operations teams to manage the end-to-end process of acquiring a payroll book of business - from initial agreement through client transfer, onboarding, platform integration, and go-live.
  • Support efforts to ensure all contracts are complete, binding, and accurately reflect agreed terms.
  • Manage the Acquisition Pipeline and Reporting.
  • Maintain an accurate and up-to-date pipeline of all active acquisition opportunities in SalesForce.
  • Provide regular status reporting to the Director of CPAA, including lead counts, conversion rates, deals in progress, and closed acquisitions.

Requirements

  • Strong consultative selling skills with the ability to conduct discovery conversations, identify motivations, and guide prospects through a structured decision process.
  • Experience supporting or coordinating contract negotiations and legal processes in a professional services or M&A context.
  • proficiency with CRM systems (Salesforce/Atlas or equivalent) and a strong habit of same-day documentation.
  • Ability to communicate and influence credibly at all levels - from a sole-proprietor CPA to a VP of Sales.
  • They are not intended to be an exhaustive list of all responsibilities, duties, and skills required
  • Demonstrated success prospecting and closing deals with small-to-mid-size professional services firms, including CPAs, bookkeepers, or other accounting professionals.
  • Exceptional pipeline management discipline
  • Highly organized self-starter with the ability to manage multiple active opportunities simultaneously without sacrificing follow-through quality.
  • Willingness to travel within territory for in-person meetings, field days, and regional sales events.

Nice to have

  • 3-5 years of experience in business development, M&A, sales, or account management
  • experience in payroll, HR technology, financial services, or accounting strongly preferred.
  • Familiarity with payroll processing platforms (e.g., ADP, Paychex, QuickBooks Payroll, Xero, or similar) is a meaningful plus.
  • Bachelor's degree in Business, Finance, Accounting, or a related field preferred
  • equivalent professional experience considered.

Compensation

  • Competitive base salary plus performance-based incentive compensation tied to acquisition volume and quality.

Benefits

  • Comprehensive benefits package including health, dental, vision, and retirement plan.
  • Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
  • Employee Benefits
  • We also offer our employees a comprehensive suite of benefits and perks, including:
  • Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

Company info

  • Attend Regional Sales Meetings. Participate in all Auris outside sales regional meetings as required - at minimum twice per calendar year in person - to deliver CPAA program updates, coach sales teams on acquisition talk tracks, inspect pipeline activity, and reinforce lead-generation standards across all divisions.
  • 3-5 years of experience in business development, M&A, sales, or account management; experience in payroll, HR technology, financial services, or accounting strongly preferred.
  • Exceptional pipeline management discipline; proficiency with CRM systems (Salesforce/Atlas or equivalent) and a strong habit of same-day documentation.
  • Bachelor's degree in Business, Finance, Accounting, or a related field preferred; equivalent professional experience considered.
  • Competitive base salary plus performance-based incentive compensation tied to acquisition volume and quality.
  • A high-visibility role with direct partnership exposure to senior sales leadership, the Director of CPAA, and the M&A team.
  • Ongoing professional development, talk-track coaching, and a defined career path within the CPAA organization.
  • A collaborative team environment with a market-leading product and a genuine competitive advantage in the accountant channel.

Equal opportunity

  • Equal Opportunity Employer (EOE F/M/D/V).
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This listing is sourced directly from Acrisure's careers page and normalized into a canonical job model.