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Partner Development Representative Accounting

Skills

Candidate Availability

Required and preferred rules are kept separate and reflect the wording in the original posting.

About the Role

You will identify, source, engage, and qualify accounting-sector partners through inbound qualification and direct outreach. You will research firms and stakeholders, educate accounting leaders about the partnership program, develop partner relationships, collaborate with Channel Partner Managers and other functions, and maintain accurate relationship data in Salesforce.

Requirements

  • Strong written and verbal communication skills
  • Excellent listening skills
  • Comfort with sales and prospecting in virtual and in-person settings
  • Dedication to tracking and improving performance and efficiency
  • Interest in understanding business challenges across different verticals
  • Entrepreneurial self-starter with a high sense of urgency
  • Background in client-facing or sales roles in business development, consulting, or investment banking
  • Experience partnering with or selling to accounting firms or financial advisors
  • Prior CRM experience, preferably Salesforce
  • Ability to understand financial services

Responsibilities

  • Identify and source new accounting-sector partner opportunities
  • Engage and qualify prospective partners through emails, calls, social channels, conferences, and events
  • Research service offerings, firmographics, organizational structures, and stakeholders
  • Collaborate with Channel Partner Managers, Marketing, Operations, and Direct Sales
  • Educate accounting leaders and firm stakeholders about the partnership program
  • Develop new partner relationship strategies
  • Maintain accurate partner relationship data in Salesforce

Benefits

  • Flexible PTO
  • Centralized home-office equipment ordering
  • Health and wellness stipend
  • Budget for intra-office travel
  • Weekly coffee stipend
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • One Medical annual membership
  • 401(k) with employer match
  • Fertility HRA
  • Parental leave at 100% pay
  • Pet insurance
  • In-office lunch, snacks, and drinks
  • Relocation support to NYC or San Francisco