Partner Manager, Accounting

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of and oversee a substantial portfolio of mid-market and emerging accounting firms, bookkeeping services, and CAS/outsourced CFO partners.

• Recruit and onboard new partners into Numeral's accounting channel, guiding them from initial discussions through to activation and their first referral.

• Develop and implement scalable enablement initiatives, including training sessions, webinars, and playbooks, to assist partner teams in identifying and referring sales tax and VAT exposure.

• Monitor and manage partner and referral activities using Salesforce or a comparable CRM and PRM system.

• Consistently follow up to maintain partner engagement and ensure deals progress smoothly.

• Assist with partner marketing efforts, which include co-branded content, newsletters, and webinars.

• Conduct regular check-ins with partners to foster relationships, address inquiries, and discover opportunities to enhance referral volume.

• Collaborate with the senior accounting partnerships team and Sales to escalate significant opportunities and share insights from the channel.

• Track channel health metrics, such as referral volume, partner activation, and overall engagement.

• Provide reports on channel performance.

⛳️ Requirements

• 2-4+ years of experience in partnerships, channel management, business development, or sales, preferably within the Accounting sector.

• Familiarity with, or a genuine interest in, the accounting, bookkeeping, or advisory industries.

• Proficiency in managing a large number of relationships and effectively prioritizing tasks across a diverse portfolio.

• Excellent communication and relationship-building abilities, with a knack for quickly establishing trust with various partner profiles.

• A structured, organized approach to managing pipelines, follow-ups, and reporting.

• A self-motivated mindset and the ability to thrive in a fast-paced startup environment where processes are still being developed.

• Willingness to travel for partner events and conferences.

• Previous experience at a bookkeeping, CAS, or outsourced accounting firm is a plus.

• Knowledge of sales tax, VAT, or the broader indirect tax and compliance technology landscape is advantageous.

🏝️ Benefits

• Equity

• Full medical, dental, and vision coverage

• Wellness perks such as Headspace and the Peloton One App

• 401(k)

• Lunch and snacks provided when in the office

• Regular team offsite gatherings and company events

• A culture that emphasizes ownership