Partnership Manager- Financial Planning & Analytics software, Accountancy SaaS

← Return to Search
Partnership Manager- Financial Planning & Analytics software, Accountancy SaaS

3/31/2023 -North America -$100000

Partnership Manager- Financial Planning & Analytics software, Accountancy SaaS
$80-100k basic + double OTE + shares
Chicago/ North America Remote

Join a seed funded Accountancy SaaS company who are providing a ‘best in market’ Accountancy platform that is lightyears ahead of its competition.
Offering financial modelling for companies that are in growth stage, at the click of a button. Blowing away any competition in their field.
The team is set to scale over the next 12 months and is already receiving glowing testimonies from its customer base, due to their pain-free AI-powered SaaS platform.
They now require a hungry Partnerships Manager to help them take their growth to the next level.

The Company
Launched in 2018, our client is a cloud-based, AI-powered Financial Planning and Analysis (FP&A) platform, which connects directly to a company’s accounting system (QuickBooks/ Online/ Xero) and automatically provides real-time performance insights, accurate cash flow forecasts, and intuitive financial modelling tools with no manual setup required.

The Role
As a Partnerships Manager, you will be responsible for driving net new revenue by building Partnerships with CPA’s.

  • Deliver against a meaningful revenue quota, through new business sales generation, targeting new CPA partners
  • Build a network and pipeline
  • Work in conjunction with marketing to develop a list of target Partners
  • Research and reach out to target Partners through a variety of channels--email, phone, social media, direct mail, in person meetings, etc.
  • Qualify and set up inbound meetings. Helping the business move up-market and scale the business by bringing in more and bigger companies and partnerships
  • Partner with marketing and product/ customer success to ensure a seamless customer experience.
  • Leverage HubSpot for lead and pipeline management, and sales forecasting.
  • 4+ years experience in a hunter role, selling SaaS products
  • 360-degree proven Sales process experience, generating and closing deals
  • Experienced in selling to Partners within the Accounting space
  • Combination of passion for brand, exceptional sales skills, and technical competency.
  • Strong sales process discipline.
  • Desire to work in a fast-paced startup environment.
  • Autonomous mindset – having worked in small start ups previously is highly desirable.
  • Experience selling Accountancy/ Finance software tools is highly desirable. 
What’s in it for you:
  • Attractive base salary and a double on target earnings commission plan (uncapped) + equity.
  • Remote working flexibility (Chicago based team).
  • Play a key role in a game changing organization with market leading technology.
  • For a driven Sales professional this opportunity will give you unlimited potential and room to grow into your dream role.


Senior Account Executive

West Chicago, IL -West Chicago, IL

Apply Now Senior Account Executive- Identity & Access Management, Cloud Security $150-170k basic...

Learn More


Account Executive - AI Pr...

West Chicago, IL -West Chicago, IL

Apply Now Account Executive - AI Predictive Analytics Solution for Marketing Teams Location:...

Learn More


Director of Strategic Acc...

West Chicago, IL -West Chicago, IL

Apply Now We are working with an amazing series A funded global fintech...

Learn More