Firm Partnerships Manager

About the role

Direct sales talks to owners. You talk to firms. You will find practices that still keep a file per client, run the partner conversation, and define what we owe them at onboarding. Remote contract. A partner who cannot migrate a chart of accounts is not a win yet.

What you'll do

• Build a list of firms that fit the multi-company product
• Run the partner agreement and the first client migration plan
• Report which firms are active and which stalled
• Bring product the firm-only gaps that block a second client

What we're looking for

• Partnerships or sales to accounting firms or agencies
• You can discuss a client's books without overclaiming the product

Nice to have

• Bookkeeping firm operations