Partner Account Executive (Accountants)

About the role:

At Settle, we're dedicated to fueling the success of a range of businesses in the CPG industry through effective cash flow management. Since the company’s inception in 2019, we’ve been building a cash flow management platform that allows our customers to easily manage their company’s financial health with a mix of accounts payable and flexible financing tools.

We have big ambitions for revenue growth and are investing in our GTM team and strategies. This includes doubling down on our partnerships with accounting firms, accountants, and fractional CFOs as a major growth pillar for the company. The Partner Account Executive is focused on identifying, acquiring, nurturing, and expanding relationships with these partners. This is an exciting opportunity for someone who has a deep understanding of accountants and their workflows and is eager to help lay the foundation for a new team.

We're looking for someone who proactively identifies opportunities and devises innovative strategies to elevate our customer service. You should thrive on understanding our accounting partners’ needs and contributing to product development. Adaptability is key, as we embrace a culture of continuous learning, growth, experimentation, and agility.

What You'll Do:

Grow the number of accountants using Settle’s payment and cashflow management platform and meet monthly revenue goals with accountant partner needs at the forefront.

• Drive customer acquisition through Accountants onto Settle’s payment and cashflow management platform; ensure successful onboarding of new referred clients.
• Unlock revenue growth by increasing the use of Settle’s monetizing product features through Accountants and their clients.
• Achieve the ambitious goals set for you by learning how to effectively convey value to our partners and by looking for ways to work more efficiently through time management and suggesting opportunities to improve our sales process.
• Provide accurate forecasts on Partner opportunities, document partner engagement activities, and develop consistent repeatable tasks that drive partner growth.
• Contact accountants and bookkeepers that Settle’s small business customers have invited through the Accountant’s role at the client and ensure that they have successfully signed up for the Settle Client Portal.
• Show how Settle builds better payment and cash flow management solutions for growing businesses by providing the attention and service they deserve.
• Conduct discovery calls to understand the firm’s structure, current needs, and opportunities to enhance their client accounting services with better banking solutions.
• Deliver product demonstrations and training of Settle’s purchase order, bill pay, and working capital solutions.
• Introduce and present Settle’s accountant partner program benefits, and represent Settle at accounting & bookkeeping conferences.
• Host accountant partner webinars showcasing Settle’s payment and cashflow management solutions to new and existing Accountant partners.
• Support Accountant partners by assisting customer service to troubleshoot any issues identified and take ownership in order to ensure resolution.
• Seek product feedback from our Accountant partners to help guide our product development efforts.
• Build Accountant partner engagement through regular product update calls, business reviews, and partner enablement activities.
• Prospect for new Accountant partners through outbound sales efforts, conference attendance, and leveraging of existing partner relationships.

 What You’ll Need:

• 5+ years selling SaaS into Accounting & Bookkeeping Firms with a proven track record of being in the top 10%.
• Have a passion and love of working with Accountant & Bookkeeping partners by providing solutions that enhance their client relationships.
• Ability to be resourceful and thrive in dynamic, rapidly evolving environments.
• Excellent verbal and written communication skills with the ability to present to large audiences virtually and in person.
• Use data to solve problems and drive decision-making.
• Passion for achieving impact and results that is driven by an entrepreneurial mindset.
• Strong social selling and persuasion skills with a strong sales process discipline.

Compensation:

This role has an annual starting salary range with OTE of $120,000 - $160,000 + equity + benefits. Various factors, including your skills and experience will determine actual compensation.