Partner Manager

Manager

Remote

September 11, 2026

Application ends: December 10, 2026

Job Description

REQUIREMENTS

5+ years of experience as a Partner Manager, Channel Manager, or other Sales-related function.
A consistent track record of exceeding sales quotas and building long-term client relationships. Including negotiating complex six-figure contracts.
Deep understanding of the accounting firm landscape, including their business models, challenges, and technology needs.
Strong ability to articulate contractual, technical, and financial value points to partners, internal senior leaders, and executive leaders.
A strong drive to succeed, and comfortable pushing the pace of action with partners and internal teams.
Proven, day-to-day experience integrating AI into how you work — across writing, research, prep, and summarization as a core part of your workflow, with a track record of giving clear, useful feedback that helps improve your tools and processes.
Strong analytical and problem-solving abilities – you’re a strategic thinker.
Work collaboratively but autonomously: asking for what you need, but not expecting micromanagement.
Experience with CRM and Sales Software (e.g., Salesforce, ZoomInfo, Tableau).
Proven, day-to-day experience integrating AI into how you work — across writing, research, prep, and summarization as a core part of your workflow, with a track record of giving clear, useful feedback that helps improve your tools and processes.

RESPONSIBILITES

Take a portfolio-based approach to your book of business to identify areas of risk and opportunities for revenue growth within your assigned accounting firms.
Build detailed territory and account plans to lead Quarterly Business Reviews (QBRs) within your large partner portfolio to identify opportunities for growth, including aligning our client’s Pro Partner Program with the partners strategic growth objectives.
Balance both new partner acquisition (in collaboration with dedicated Partner BDR) and development of active partners.
Act as a single point of contact for partners on behalf of aligned cross-functional sales supporting roles.
Coordinate outreach strategy and partner enablement with cross-functional supporting functions to grow cross-sell/up-sell product adoption.
Lead frequent discussions (weekly status calls, upsell calls, QBRs) with partners to ensure they are leveraging our client’s Pro platform to achieve successful business outcomes for their clients and their firm.
Drive awareness and usage of new or our client’s updated Pro features and integrations to the partners in your book, showcasing how these advancements can benefit their clients.
Own end-to-end execution of contract renewals and upsells, negotiating mutually beneficial terms and ensuring seamless transitions.
Collaborate with product, design, and engineering teams to provide informed recommendations for our client’s Pro’s product roadmap, based on partner feedback and market trends, to enhance the partner and client experience.
Navigate and update internal and external stakeholders, inclusive of C-suite executives at our client’s, partners, and cross-functional teams.
Communicate and report to leadership on sales activity, pipeline progress, and market trends.
Travel to meet with prospective partners. This includes representing our client at Industry Events and Conferences.