Partnership Account Executive – Accounting & Bookkeeping

Relay

Vancouver

On-site

CAD 141,000 - 183,000

Full time

4 days ago
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Job summary

Relay is a digital banking platform helping small businesses and their accountants. We are seeking an Account Executive to grow the Accounting & Bookkeeping channel by partnering with accounting firms and bookkeepers who serve dozens of SMBs.

You will manage the full sales cycle, conduct discovery with firm owners, and enable onboarding to deliver referrals and first pilots. Travel for conferences is expected as part of relationship building.

Qualifications

  • 2+ years of full sales cycle experience in fintech or selling to SMBs, accountants, or bookkeepers.

Responsibilities

  • Own the full sales cycle for new AB partnerships, from discovery through to a signed pilot agreement.
  • Run consultative discovery with firm owners and partners to understand their practice and client base, then position Relay against those problems.
  • Build mutual action plans to get partners to their first client referrals and drive activation.
  • Enable partner readiness by equipping firms to onboard Relay to their clients with confidence.
  • Prospect your own pipeline into target firms using account-based research and outbound, with BDR support.
  • Hand off engaged partners to Account Management with context to expand the relationship.
  • Become an expert in Relay products and in the accounting industry, including the QuickBooks Online, Xero, and Gusto ecosystem.
  • Collaborate cross-functionally to improve the channel playbook and drive sales effectiveness.

Skills

Full sales cycle
Fintech experience
SMB/accounting focus
CRM proficiency
Outbound prospecting

Tools

Salesforce
Outreach
ZoomInfo

Job description

Relay is a digital banking platform helping small businesses and their accountants. We are seeking an Account Executive to grow the Accounting & Bookkeeping channel by partnering with accounting firms and bookkeepers who serve dozens of SMBs.

You will manage the full sales cycle, conduct discovery with firm owners, and enable onboarding to deliver referrals and first pilots. Travel for conferences is expected as part of relationship building.

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