Partner Account Executive

Summary

Join Settle's growing GTM team as a Partner Account Executive and play a pivotal role in expanding our partnerships with accounting firms and accountants. You will be responsible for identifying, acquiring, and nurturing these relationships, driving revenue growth by increasing the use of Settle's platform. This role requires a deep understanding of accountants' workflows and a proven track record in SaaS sales. You'll need excellent communication and presentation skills, a data-driven approach, and a passion for achieving results. Settle offers a competitive compensation package, including a generous salary, equity, and a comprehensive benefits package.

Requirements

• 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

Responsibilities

• 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

Benefits

• Unlimited PTO
• Flexible and remote work culture
• Competitive compensation and equity
• Health, dental, and vision coverage for you and your dependents
• Lunch & commute reimbursement when working in the NYC office located near Union Square
• $500 home office set up reimbursement
• $2500 annual growth and development stipend
• $50 monthly food delivery gift card
• 401k
• Brex company card
• HSA/FSA
• WeWork membership
• ERG groups e.g. LGBTQIA+, Women @ Settle, and more!
• Employee Referral Program
• Team building events