AAM – Marketing and Sales Roles in Accounting

As accounting firm leadership expands to include dedicated marketing and sales professionals to supplement the partners and managers in generating new clients and engagements, the question arises, “What marketing and sales roles do we need and when?” This document is intended to answer this question and provide guidance regarding the various marketing and sales roles a firm may have, how these roles may be measured and the timing you may consider when adding these positions in your firm to achieve your business development goals. Compensation considerations will not be included in this document as the Association for Accounting Marketing plans to conduct a survey in the next year to gauge marketing and sales compensation trends among members.

Download document – "Marketing and Sales Roles in Accounting"

The Association for Accounting Marketing (AAM) is a national organization and is the only trade association of its kind that provides resources, education, seminars, workshops, support and a global network to the accounting marketing industry. Our membership includes accounting firm marketers from “Big Four” and other national, regional, local and sole proprietor firms. Others include sales and business development professionals, accounting partners, firm administrators, consultants, vendors, trade press, educators and students. Inherent in this mission is a focus on education and professional skills development to enable our members to add value to their firms and act as a compass for the rapidly changing competitive environment.

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