Source Job

• Proactively identify, source, and qualify opportunities from accounting firms’ books of business, client portfolios, and networks.
• Drive consistent accountant-sourced pipeline through structured outreach, referrals, joint account planning, and clear qualification standards.
• Own and activate relationships with assigned accounting partners, unlocking access to client accounts and warm introductions.

Deel is the all-in-one payroll and HR platform for global teams with a vision to unlock global opportunity for every person, team, and business. They are among the largest globally distributed companies in the world, with a team of 7,000 spanning more than 100 countries.

• Build and maintain executive and working-level relationships to drive partner opportunities.
• Proactively identify, recruit, and sign partners that fit Glean’s ideal partner profile.
• Design and execute data-driven joint GTM and business plans with each partner.

Glean is the Work AI platform that helps everyone work smarter with AI, evolving from enterprise search into a full-scale Work AI ecosystem. With over 1,000 employees across 25+ countries, the company fosters a vibrant culture through regular events and a commitment to diversity and inclusion.

• Act as a strategic advisor and technical expert, bridging the gap between sales strategy and customer success.
• Take ownership of the technical solution strategy, translating ambiguous partner requirements into scalable approaches.
• Guide partners through their entire journey with Xero, from initial solution design and technical scoping to implementation.

Xero is a global small business platform. They provide cloud accounting software to small businesses and their advisors, to help them manage their finances and operations.

• Manage accounts and develop new accounts through outreach.
• Facilitate partner deal registrations to track and manage sales opportunities.
• Expand partners’ ability to sell SOTI products.

SOTI simplifies business mobility solutions by making them smarter, faster and more reliable. Globally, with over 17,000 customers, SOTI has proven itself to be the go-to mobile platform provider to manage, secure and support business-critical devices.

• Drive growth across the United States through the Technology Solutions Distributor (TSD) ecosystem.
• Recruit, enable, and manage Trusted Advisors, agents, and consultants who source through the major TSDs.
• Build the advisor base, generating qualified opportunities through the partner community.

Authenticx is on a mission to help humans understand humans. Their software platform is the new standard for humanizing customer interaction data at scale and they help health care leaders listen to their conversational data in a way that delivers value to the enterprise.

• Identify, engage, build, and grow business development pipelines with ParTech partners aligned with business and financial objectives.
• Develop a strategic, templatized go-to-market approach with each ParTech partner; set the partnership vision and strategy.
• Organize and lead recurring partnership touch points to ensure Liberty Mutual remains a priority with the partner(s), with mutually aligned goals, and we are executing on our shared partnership strategy.

Liberty Mutual's Strategic Partnerships Group drives growth through third-party relationships. They focus on personal lines business via affinity marketing, embedded integrations, and agency relationships, playing a key role in Liberty Mutual’s omni-channel distribution strategy.

• Identifying and recruiting new partners who fit the company’s Ideal Partner Profile (IPP).
• Managing and vetting "Partner-Sourced" leads to ensure they meet the criteria before passing them to a Channel Account Manager (CAM).
• Training partner sales teams on how to pitch the product, handle objections, and identify opportunities within their own install base.

FinQuery is revolutionizing accounting automation and contract management. They empower organizations with unprecedented control over their top spending categories and have over 8,000 organizations worldwide using their AI-driven software.

• Align with account teams and technical resources to identify customer accounts for partner development.
• Collaborate with partners to drive go-to-market success plans and engagement strategies.
• Support co-sell opportunities with region-specific partners.

Zscaler accelerates digital transformation to ensure customers can be more agile, efficient, resilient, and secure. As an AI-forward enterprise, they are constantly pushing the envelope, leveraging the world’s largest security data lake to power their cloud-native Zero Trust Exchange platform.

• Drive the continuous expansion of Angi’s merchant database by identifying and qualifying top-tier Shopify Plus prospects.
• Lead the execution of automated outreach strategies to drive merchant acquisition at scale.
• Own the 'handshake' between initial interest and a live integration, guiding new merchants through the operational setup.

Angi has been powering the home services industry for over 30 years, creating an environment where homeowners and professionals benefit from more jobs done well. It is a global company with 9 brands in 8 countries and employees worldwide, where homeowners have turned to them for 300 million home projects and counting.

• Serve as the primary point of contact for sales to our partners.
• Collaborate with our sales teams and partners to define and execute joint business plans.
• Monitor partner performance and revenue contribution.

Coupa provides a total spend management platform for businesses. They leverage community-generated AI and a global network to empower smarter business decisions to improve operating margins. Coupa values collaboration and teamwork, and its culture is driven by transparency, openness, and a shared commitment to excellence.

• Develop executive level relationships with focus partners in the US East Coast region.
• Own partner opportunity identification and deal acceleration activities to drive revenue targets.
• Lead the identification, activation and development efforts for regional partners.

Grafana Labs is a remote-first, open-source powerhouse with over 20M users of Grafana globally. They assist over 3,000 companies with observability strategies using the Grafana LGTM Stack, fostering a global, collaborative culture with a passion for meaningful work.

• Develop, build, and amplify referral relationships with tech partners, human capital management partners, benefit brokers, CPA's and financial advisors in the SMB space.
• Create and build strategic referral networks and partnerships focused on lead generation and new partnership opportunities.
• Proactively identify and resolve emerging issues and offer solutions by working cross-functionally with Sales, Product, Marketing, Legal and Finance.

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings. They are a high-growth fintech company backed by a number of investors.

• Own the day-to-day with signed partners and run account mapping sessions.
• Coordinate joint selling and run the handoff with Duvo sales on partner-sourced deals.
• Build the enablement materials and make sure each partner can sell Duvo.

Duvo helps large enterprises actually finish the operational work that nobody on their team has time to close. Our customers include one of Europe's largest online grocery retailers, a global beauty e-commerce brand, a Middle East retail group, and a European pharmacy chain.

• Recruit, certify, and operationalize partners to successfully position and sell the Oasis platform.
• Drive regional revenue by co-selling complex enterprise deals with partners across Security, DevOps, and IAM stakeholders.
• Develop and execute a quantifiable strategy, maintaining accurate Salesforce hygiene and pipeline forecasts.

Oasis Security is redefining how enterprises manage access in the age of AI. Trusted by dozens of Fortune 500 companies including S&P Global, Mars, and Nationwide, and backed by Sequoia, Accel, and Craft Ventures, they are growing fast and shaping the future of access management.

• Maintain and expand business relationships, create up-sell and cross-sell opportunities, and build revenue with assigned clients using data, analytics, and solutions across Experian.
• Maintain close strategic partnerships across the client organization, understanding client KPI's and success metrics and business operations, market challenges and short-term initiatives.
• Identify new product and revenue opportunities for Experian by expanding existing and creating new client relationships in new departments within a client's organization.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), we have a team of 22,500 people across 32 countries, investing in people and new advanced technologies to unlock the power of data.

• Support the Partner Solutions team in managing relationships with financial institution partners, contributing to their success.
• Assist in developing marketing collateral and researching best practices to optimize partner use of the Pre-Approvals solution.
• Collaborate with internal teams to support partner strategies and ensure timely resolution of partner needs.

SavvyMoney is a leading San Francisco East Bay fintech company providing integrated credit score and personal finance solutions to bank and credit union partners. They have been recognized as a top place to work and are an Inc. 5000 Fastest Growing Company.

• Help land and expand partnerships with mid-market Retailers in the US, focusing on apparel, footwear, and accessories.
• Acquire new business and expand existing partnerships within DoorDash's New Verticals division.
• Partner directly with Account Executives to build a strong sales pipeline and help build the playbook for the developing team.

DoorDash's mission to empower local economies shapes how their team members move quickly, learn, and reiterate in order to make impactful decisions. They are a technology and logistics company enabling door-to-door delivery, looking for team members to help them expand beyond food delivery.

• Own the success and growth of Mudflap’s largest merchant partnerships.
• Build executive-level relationships and act as a trusted strategic advisor to key partners.
• Monitor merchant performance, identify trends and risks, and proactively drive operational and business improvements.

Mudflap is transforming the trucking and logistics industry by leveling the playing field for owner operators and small fleets. Backed by top-tier venture investors and included in the Forbes Fintech 50 list, Mudflap offers fleet fuel management solutions.

• Develop and execute strategic partner business plans aligned to regional growth priorities with our sales leadership
• Drive partner-sourced and partner-influenced pipeline and revenue through joint go-to-market initiatives with our focused partners
• Collaborate with field sales teams to identify target accounts, map partner plays, and accelerate opportunities

Zscaler accelerates digital transformation to ensure our customers can be more agile, efficient, resilient, and secure. As an AI-forward enterprise , they are constantly pushing the envelope, leveraging the world’s largest security data lake to power their cloud-native Zero Trust Exchange platform. They are building a culture of execution centered on customer obsession , collaboration, ownership, and accountability.

• Own the full sales cycle for physician partnerships.
• Self-source approximately 50% of your pipeline through outreach.
• Build and manage relationships with executive, operational, and clinical stakeholders.

Pair Team reimagines how Medicaid and Medicare serves underserved populations via a tech-enabled medical group, delivering whole-person care by partnering with community-connected organizations. They empower clinicians and care teams with AI and automation, reducing administrative burden and streamlining coordination.