Relayfi Account Executive at Relayfi grows the Accounting & Bookkeeping channel by building partnerships with accounting and bookkeeping firms. Responsible for managing the full sales cycle and driving partner activation.
Responsibilities
Own the full sales cycle for new AB partnerships, from self-sourced and BDR-booked discovery through to a signed pilot agreement
Run consultative discovery with firm owners and partners to understand their practice, their client base, and the operational problems worth solving, then position Relay against those problems
Build mutual action plans that get partners to their first client referrals, and drive early activation rather than stopping at signature
Enable partner readiness by equipping firms to introduce and onboard Relay to their own clients with confidence
Prospect your own pipeline into target firms using account-based research and outbound, alongside BDR support
Hand off engaged, activated partners to Account Management with the context they need to expand the relationship
Become an expert in our product and in the accounting industry, including the QuickBooks Online, Xero, and Gusto ecosystem our partners work in every day
Go beyond delivering your quota and work with the team to improve the channel playbook, which is still being written
Work cross-functionally with Business Development, Marketing, Risk, Customer Experience, Revenue Operations, and Sales Enablement
Qualification
You take a consultativeYou are comfortable with a longerYou are proficient in SpanishThe Interview ProcessStage 1Stage 2Stage 3Stage 4Our Compensation Approach
Required
You take a consultative, discovery-led approach and sell on value rather than technical functionality
You are comfortable with a longer, multi-threaded sale where the win is a partnership and the proof is what happens after close
You build trust in person as well as on video, and you are willing to travel to conferences and firm visits where that is what moves a partnership forward
You are proficient with CRM software and other sales tools (Salesforce, Outreach, ZoomInfo, and similar) and are not only AI-curious but actively leverage AI to improve your prospecting efficiency, personalize outreach, and elevate your day-to-day sales effectiveness
You enjoy collaborating with other departments and mentoring or coaching junior team members
You are proficient in Spanish
The Interview Process
Stage 1: A 30-minute Google Meet video call with a member of the Talent team
Stage 2: A 60-minute Google Meet video call with the Sr. Manager, AB Channel Sales
Stage 3: A take-home case study, followed by a 60-minute Google Meet video call with our Sales team
Stage 4: A 45-minute in-person meeting with a member of the Leadership team
