Partner Development Representative Accounting

Identify, source, engage, and qualify accounting-sector partners through inbound qualification and direct outreach. Research firms and stakeholders, educate accounting leaders about Ramp’s partnership program, develop partner relationships, collaborate cross-functionally, and maintain accurate relationship data in Salesforce.

Responsibilities

  • Identify and source new accounting-sector partner opportunities
  • Engage and qualify prospective partners through emails, calls, social channels, conferences, and events
  • Research service offerings, firmographics, organizational structures, and stakeholders
  • Collaborate with Channel Partner Managers, Marketing, Operations, and Direct Sales
  • Educate accounting leaders and firm stakeholders about Ramp’s partnership program
  • Develop new partner relationship strategies
  • Maintain accurate partner relationship data in Salesforce

Requirements

  • Strong written and verbal communication skills
  • Excellent listening skills
  • Comfort with sales and prospecting in virtual and in-person settings
  • Dedication to tracking and improving performance and efficiency
  • Interest in understanding business challenges across different verticals
  • Entrepreneurial self-starter with a high sense of urgency
  • Background in client-facing or sales roles in business development, consulting, or investment banking
  • Experience partnering with or selling to accounting firms or financial advisors
  • Prior CRM experience, preferably Salesforce
  • Ability to understand financial services

Benefits

  • Flexible PTO
  • Centralized home-office equipment ordering
  • Health and wellness stipend
  • Budget for intra-office travel
  • Weekly coffee stipend
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • One Medical annual membership
  • 401(k) with employer match
  • Fertility HRA
  • Parental leave at 100% pay
  • Pet insurance
  • In-office lunch, snacks, and drinks
  • Relocation support to NYC or San Francisco

See also

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