Account Executive (Accounting & Bookkeeping)

The role

You will grow the Accounting & Bookkeeping channel by building partnerships with accounting and bookkeeping firms. You will own the full sales cycle and use a consultative approach to drive client referrals.

What you will do

• Own the full sales cycle for new AB partnerships from discovery to signed pilot agreement
• Run consultative discovery with firm owners and partners
• Build mutual action plans to drive partner client referrals and early activation
• Enable partner readiness to introduce and onboard Relay to clients
• Prospect pipeline into target firms 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 Business Development, Marketing, Risk, Customer Experience, Revenue Operations, and Sales Enablement

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.