Added
7 days ago
Type
Full time
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financial services partnerships ai tax revops

πŸ“‹ Description

  • Scale existing high-performing, enterprise partners: deepen connectivity with the largest
  • Drive conversion, in collaboration with Commercial leads: optimize the partner playbook
  • Expand up the mid-market tier: scale work with mid-market and regional accounting firms, including
  • Keep capital front and center: prioritize relationships, business units, and referral types that
  • Strengthen the operating system: keep partner records, attribution, and pipeline sharp alongside
  • Lead cross-functional collaboration: drive collaboration with Market Intelligence and Marketing to

🎯 Requirements

  • Genuine tax fluency: able to hold own in a conversation with a Big 4 tax partner or in-house tax
  • Professional services instincts: know how accounting firms work inside transactions, how their BD
  • Proven relationship building capabilities: established impactful relationships at enterprise-level
  • Commercial accountability: driven material commercial outcomes from relationships (e.g., revenue
  • Builder's mindset with bias to action: roughly 6-8 years of experience, track record of owning
  • Cross-functional tact: enjoy working cross-functionally, track record of successful collaboration

🎁 Benefits

  • Backing, traction & brand: raised $77 million in capital from venture and strategic investors.
  • Remote-first operating model: work from anywhere in the US and Canada, optional offices in DC and
  • High growth & high ownership culture: grow quickly by giving extremely talented people
  • Best of financial services & technology: team of experts in clean energy finance and
  • Regular team offsites: entire company together 3 times a year.
  • Healthcare: 100% of premiums for employees with plans on Aetna (nationwide) and Kaiser (WA and
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