Partner Development Representative | Accounting

About [Employer]

[Employer] is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $275B in annualized spend flows in and out of 85,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books.

The problems are high-stakes, data-dense, and unforgiving.

We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At [Employer], everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome.

The median [Employer] customer saves 7.5% and grows revenue 16% in their first year – far in excess of businesses operating without [Employer]. We believe every ambitious company deserves the same.

If you want to build systems that directly shape how companies move and manage billions, [Employer] is the place to do it.

About the Role

Our world-class sales organization is looking for self-motivated teammates with high social intelligence and a natural inclination for selling and partnering to accelerate our growth as we scale rapidly! Individuals who are eager to learn, embrace challenges, and passionate about succeeding will thrive at [Employer]. Our Partner Development Representatives act as the initial point of contact and are responsible for hunting and qualifying partners to build new partnerships that drive sales opportunities for [Employer].

What You’ll Do

• Identify and source new partner opportunities with the accounting sector through inbound qualification and direct outreach
• Engage and qualify prospective partners via a variety of methods, including but not limited to: emails, calls, social channels, conferences and events
• Conduct in-depth primary and secondary research to understand service offerings, firmographics, organizational structure and key stakeholders to assess potential fit
• Collarboate cross-functionally with Channel partner Managers, Marketing, Operations and Direct Sales to strategically grow [Employer]’s Partner ecosystem
• Educate accounting leaders and firm stakeholders on [Employer]’s partnership program and convey the value [Employer] can provide to the prospective partner firm and their clients 
• Ideate on new and unique ways to build and develop partner relationships
• Maintain accurate partner relationship data within Salesforce

What You Need

• Strong written and verbal communication skills
• Excellent listening skills and energetic and professional phone and Zoom presence
• High level of comfort with sales, prospecting and both virtual and in-person
• Dedication to tracking and improving performance and efficiency on a daily basis
• Deep interest in understanding specific business challenges with the different verticals
• Sense of entrepreneurship: a self-starter with a high sense of urgency, ability to work within undefined processes and a will to find a way

Nice to Haves

• Background in client-facing and/or sales roles in business development, consulting or investment banking
• Prior experience partnering with or selling to accounting firms and/or financial advisors
• Prior CRM experience (preferably Salesforce)
• Experience at a high-growth startup
• Ability to understand financial services
• Bachelor’s degree from a four-year university

Benefits available to all full-time [Employer] employees (Global)

• Flexible PTO
• Centralized home-office equipment ordering
• Health and wellness stipend
• Budget for intra-office travel
• Weekly coffee stipend

United States

• 100% medical, dental & vision insurance coverage for you, with partial coverage for dependents
• One Medical annual membership
• 401(k), including employer match on contributions made while employed by [Employer]
• Fertility HRA (up to $10,000 per year)
• Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay
• Pet insurance
• In-office perks: lunch, snacks, drinks, and more
• Relocation expense coverage to NYC or SF (if needed)

Canada

• Group medical, dental, and vision coverage through Sun Life
• Life, AD&D, and disability coverage
• Fertility drug coverage (up to $4,000 lifetime)
• Group Retirement Plan with employer match (RRSP + DPSP)
• Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay, with additional time available at reduced pay
• Employee Assistance Program and virtual care through Lumino Health

United Kingdom

• Private medical insurance through Freedom Elite
• Virtual GP and at-home care via eMed x Livi
• Workplace pension through Penfold, with salary sacrifice option
• Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay with additional time available at reduced pay

Referral Instructions

If you are being referred for the role, please contact that person to apply on your behalf.

Other notices

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Beware of recruiting scams: [Employer] will only contact you through official @[Employer].com email addresses and will never ask for payment or sensitive personal information during the hiring process.

[Employer] Applicant Privacy Notice