Account Executive (Accounting & Bookkeeping)

The role

You will grow the Accounting & Bookkeeping channel by building relationships with accounting and bookkeeping firms. You will own the full sales cycle from discovery to signed pilot agreements to drive partner referrals.

What you will do

• Own the full sales cycle for new AB partnerships
• Run consultative discovery with firm owners and partners
• Build mutual action plans to drive partner client referrals
• Enable partner readiness to introduce and onboard Relay to clients
• Prospect pipeline using account-based research and outbound
• Hand off engaged partners to Account Management
• Become an expert in the product and the accounting industry ecosystem
• Work with the team to improve the channel playbook
• Work cross-functionally with various departments

Required qualifications

• 2+ years of full sales cycle experience
• Take a consultative, discovery-led approach
• Experience with strategic account-based prospecting and outbound pipeline generation
• Proficient with CRM software and other sales tools (Salesforce, Outreach, ZoomInfo, and similar)
• Actively leverage AI to improve prospecting and sales effectiveness
• Willing to travel to conferences and firm visits

Nice to have

• Experience in fintech, accounting software, or a neobank
• Sold through a channel, partner, or referral motion
• Worked with SMBs in North America
• Proficient in Spanish

Before you apply

• All offers of employment are conditional upon a successful background check and employment verification through Certn

About the company

Relay is a digital banking platform that gives self-made business owners the tools and know-how to be great with money. They aim to replace financial guesswork with real visibility for small businesses.