Partner Account Executive

Posted on Sales


Bluevine is on a mission to enable a better financial future for small business owners through innovative banking solutions designed just for them. By combining best-in-class technology with advanced security and a deep understanding of the small business community, we deliver end-to-end banking and lending products that empower always-on entrepreneurs to grow their businesses with confidence.

As a dynamic company with massive potential, we’re backed by leading investors such as Lightspeed Venture Partners, Menlo Ventures, 83North, Citi Ventures, and nearly 9 years of proven success. Since launching in 2013, we have grown exponentially, amassing over 400,000 customers across all 50 states and a global team of more than 500 people. Our passion is driven by purpose: to give small businesses the tools they need to succeed and we’re just getting started.


Bluevine is looking for a highly motivated Partner Accountant Executive that is passionate about their sales career growth and loves working with accounting and bookkeeping firms serving SMBs to help them adopt next-generation financial software. In this role, you will sell accountants on Bluevine’s banking offering and help them onboard, adopt and use the platform to simplify & improve how they serve SMBs. You will be responsible for managing & delivering results from your book of onboarded partners through ongoing engagement, outreach, and consultative selling. You will also be expected to gather feedback from your accountant partners to help Bluevine expand its accountant offering. Your success will help our Accounting firm partners to do their best work for their clients by leveraging Bluevine’s banking offering and related features.


Grow the number of accountants using Bluevine’s banking platform and meet monthly revenue goals with accountant partner needs at the forefront

Drive customer acquisition through Accountants onto Bluevine’s Banking offering; ensure successful onboarding of new referred clients
Unlock revenue growth by increasing use of Bluevine’s monetizing product features through Accountants and their clients
Achieve the ambition goals set for you by learning how to effectively convey value to our partners and by looking for ways to work more efficiently through time management and suggesting opportunities to improve our sales process
Provide accurate forecasts on Partner opportunities in Salesforce, document partner engagement activities, and develop consistent repeatable tasks that drive partner growth
Contact accountant and bookkeepers that have been invited by Bluevine’s small business customers through the Accountant role and ensure that they have successfully signed up for the Bluevine Accountant Dashboard
Show how Bluevine is building better banking solutions for growing businesses by providing the attention and service they deserve.
Conduct discovery calls to understand the firm’s structure, current needs and opportunities to enhance their client accounting services with better banking solutions
Deliver product demonstrations and training of Bluevine’s business checking, bill pay and lending solutions.
Introduce and present Bluevine’s accountant partner program benefits
Host accountant partner webinars showcasing Bluevine’s banking solutions to new and existing Accountant partners
Support Accountant partners by assisting customer service to troubleshoot any issues identified and take ownership in order to ensure resolution
Seek product feedback from our Accountant partners to help guide our product development efforts
Build Accountant partner engagement through regular product update calls, business reviews, and partner enablement activities
Represent Bluevine at accounting & bookkeeping conferences
Prospect for new Accountant partners through outbound sales efforts, conference attendance and leveraging of existing partner relationship


5+ years selling SaaS into Accounting & Bookkeeping Firms with a proven track record of being in the top 10%
Have a passion and love of working with Accountant & Bookkeeping partners by providing solutions that enhance their client relationships
A team player, a quick thinker, and a fast learner
Excellent verbal and written communication skills with the ability to present to large audiences virtually and in-person
Excellent at using data to solve problems and drive decision making
Passion for achieving impact and results that is driven by an entrepreneurial mindset
Willingness to travel up to 50%
Strong social selling and persuasion skills with a strong sales process discipline
A strong communicator (both written and verbal)
Bachelor’s degree or equivalent experience

About Company


Job Information

Status: Open Job type: Full Time Salary: Negotiable Publish date: 05 Aug 2022

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