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crm forecasting b2b saas partnerships stakeholder management📋 Description
- Identify and qualify opportunities from accounting firms’ networks.
- Drive accountant-sourced pipeline via outreach, referrals, and planning.
- Own relationships with accounting partners; unlock access to client accounts.
- Enable accountants on ICPs, use cases, and buying triggers.
- Partner with AEs to co-sell with clean handoffs.
- Maintain CRM hygiene; forecast pipeline and trends.
🎯 Requirements
- 3+ years in B2B SaaS sales, channel, partnerships, or accounting ecosystem roles.
- Proven success unlocking accounting firm networks and sourcing pipeline.
- Strong relationships with firm partners and CPAs.
- Strong commercial instincts to identify buying signals and act quickly.
- Highly organized; cross-functional coordination with partners and sales.
- Willingness to travel for partner relationships and events.
🎁 Benefits
- Stock grant opportunities dependent on role, status and location.
- Additional perks and benefits based on status and country.
- Remote work flexibility with optional WeWork access.
- Healthcare and benefits across many countries.
- Inclusive, equal-opportunity employer culture.
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