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Partner Sales Rep

3 months ago

San Francisco, California, United States AccountingSuite Full time

This is a remote position in the United States and you must be in the United States

Yellow Labs Software seeks a passionate Senior Partner Account Manager with knowledge of the Accounting or ERP industry and savvy tech skills. This role is responsible for helping drive the adoption and client conversion of/to CustomBooksTM within accounting, consulting firms, and software resellers (VARs). You will need to be able to question and probe stakeholders to uncover new opportunities and present solutions that demonstrate how CustomBooksTM can solve a firm's client-specific problems.

Key characteristics of an ideal candidate include being well-rounded, customer-focused, having strong problem-solving skills, delivering results in high-growth environments, having a high emotional quotient, having strong business acumen, being an effective communicator, being a quick learner, and having experience in accounting or ERP practice operations.

What will you do:

  • Demonstrating CustomBooksTM to Accountants and Resellers (Partners)
  • Working closely with Partners to ensure deeper adoption of the CustomBooksTM platform within an accounting practice or reseller
  • Engage in regular virtual and phone meetings with Partners to manage the pre-sales and project priorities
  • Assisting Partners with client data conversions and training them to be self-sufficient
  • Handling Partner technical questions and escalations
  • Updating CRM system with all client communications, including calls, emails, and meetings
  • Maintaining and updating the CRM system of all practice staff and contact details
  • Responding promptly to all accountant/bookkeeper inquiries
  • Manage the creation of resources (processes/videos) for frequently asked questions from Partners
  • Earning the trust of our Partners and assisting them in converting their clients to CustomBooksTM
  • Managing multiple ongoing projects related to our Partners and internal resources
  • Analyzing and recommending solutions for internal and/or client workflow efficiencies

Qualifications:

  • Bachelor's Degree
  • Experience with Saas Solutions
  • Exceptional analytical skills and attention to detail
  • Keen sense of user experience and ability to empathize with customers
  • Excellent presentation, written and verbal skills
  • Organizational and time-management skills required

What's it Like There? ( Work Environment)

  • We have a vibrant, fun office atmosphere with teams that work cross-functionally
  • ​It's a fast-paced environment with opportunities for growth and reward
  • Our company promotes work/life balance to achieve maximum performance professionally and personally
  • EOE - Equal Opportunity Employer