Channel Sales Partner (US Market)

AG FinTax; United States; On-site; USD 70,000 - 110,000; Full time

Job summary

AG FinTax is seeking a dynamic Channel Sales Partner to expand its network of referral and strategic partners across the United States. You will identify, onboard, and manage channel partners such as CPA firms, accounting consultants, and tax professionals to drive growth for our tax and accounting services.

The role requires strong networking, a self-motivated, target-driven approach, and the ability to work independently while coordinating with internal teams to ensure successful onboarding

Qualifications

• Knowledge of US tax, accounting, bookkeeping, payroll, or CPA industry practices.
• Experience selling professional services or financial services.
• Strong networking and relationship-building capabilities.
• Self-motivated with a target-driven approach.
• Ability to work independently and manage multiple partner relationships.

Responsibilities

• Identify and onboard new channel partners in the US tax and accounting ecosystem.
• Build and maintain relationships with CPA firms, accounting firms, tax consultants, bookkeeping agencies, and business advisors.
• Generate qualified leads and business opportunities through partner networks.
• Develop and execute partner engagement and growth strategies.
• Conduct virtual meetings, presentations, and demonstrations for prospective partners.
• Collaborate with internal teams to support onboarding and partner needs.
• Track partner performance, pipeline, and revenue activities.
• Negotiate partnership agreements and commercial terms.
• Monitor market trends and opportunities within US tax services.
• Maintain records of partner interactions in CRM systems.
• Aim to meet monthly, quarterly, and annual targets.

Skills

US tax & accounting knowledge

Sales of professional services

Networking & relationships

Self-motivated with targets

Independent partner management

Job description

We are seeking a dynamic and result-oriented Channel Sales Partner to expand our network of referral and strategic partners across the US market. The ideal candidate will be responsible for identifying, onboarding, and managing channel partners such as CPA firms, accounting consultants, tax professionals, bookkeeping agencies, and business advisory firms to drive business growth for our tax and accounting services.

Responsibilities

1. Identify, approach, and onboard new channel partners in the US tax and accounting ecosystem.
2. Build and maintain strong relationships with CPA firms, accounting firms, tax consultants, bookkeeping agencies, and business advisors.
3. Generate qualified leads and business opportunities through partner networks.
4. Develop and execute partner engagement and growth strategies.
5. Conduct virtual meetings, presentations, and product/service demonstrations for prospective partners.
6. Collaborate with internal teams to ensure smooth onboarding and support for partners.
7. Track partner performance, pipeline, and revenue generation activities.
8. Negotiate partnership agreements and commercial terms.
9. Monitor market trends, competitor activities, and emerging opportunities within the US accounting and tax services industry.
10. Maintain accurate records of partner interactions and sales activities in CRM systems.
11. Achieve monthly, quarterly, and annual partnership and revenue targets.

Skills Required

• Knowledge of US Taxation, Accounting, Bookkeeping, Payroll, or CPA industry practices.
• Experience in selling professional services or financial services.
• Strong networking and relationship-building capabilities.
• Self-motivated with a target-driven approach.
• Ability to work independently and manage multiple partner relationships.