Take a portfolio-based approach to your book of business to identify areas of risk and opportunities for revenue growth within your assigned accounting firms.
Build detailed territory and account plans to lead Quarterly Business Reviews (QBRs) within your large partner portfolio to identify opportunities for growth, including aligning the Gusto Pro Partner Program with the partners strategic growth objectives.
Balance both new partner acquisition (in collaboration with dedicated Partner BDR) and development of active partners.
Gusto's mission is to grow the small business economy. They handle payroll, health insurance, 401(k)s, and HR, so owners can focus on their craft and their customers. They have teams in Denver, San Francisco, and New York, supporting more than 500,000 small businesses nationwide.
Serve as the primary technical partner to SIs and technology partners.
Lead and support technical sales cycles, including solution design, demos, and hands-on POCs.
Design scalable, enterprise-grade architectures leveraging APIs, integrations, and cloud platforms.
Netomi is the leading agentic AI platform for enterprise customer experience, enabling agentic automation at scale across the entire customer journey. Backed by WndrCo, Y Combinator, and Index Ventures, they help enterprises drive efficiency, lower costs, and deliver higher quality customer experiences.
Become a product expert: Dive into our documentation, learn how Lago works, and use that knowledge to help customers succeed.
Help customers win: Lead demos, guide proof-of-concepts, and ensure customers see the value of Lago.
Simplify technical concepts: Break down APIs, integrations, and billing workflows into clear, actionable steps for customers.
Lago is on a mission to make billing simpler, more transparent, and more adaptable for SaaS companies. As the leading open-source billing platform, they empower businesses to build flexible pricing models and scale with confidence. The company has raised over $22 million in funding.
Own the technical side of every partnership, serving as the trusted advisor to partner SE and architect teams.
Design the partner enablement playbook, including the training curriculum, certification path, and ongoing technical communications.
Run technical POCs alongside partner teams, being the technical owner of every partner-sourced POC.
Oasis Security is redefining how enterprises manage access in the age of AI. Backed by Sequoia, Accel, and Craft Ventures, they're trusted by dozens of Fortune 500 companies including S&P Global, Mars, and Nationwide, and they're only getting started.
Partner with sales and drive technical strategy across a high-volume book of accounts.
Engage directly with customers to understand their technical environments and business goals.
Lead technical discovery sessions, solution presentations, and product demonstrations.
MarketStar generates revenue for innovative tech companies through outsourced B2B demand, sales, customer success, and revenue operations solutions. It has 3,000+ employees worldwide and is passionate about cultivating career advancements, supporting employees through mentorship, leadership, and career-development programs, while providing service and support to communities through the MarketStar Foundation.
Serve as a trusted advisor for existing customers by identifying opportunities to improve infrastructure, security, collaboration, and IT operations.
Generate new opportunities through existing customer relationships, outbound prospecting, referrals, networking, marketing campaigns, and events.
Conduct discovery meetings to understand customer workflows, operational challenges, infrastructure needs, and business objectives.
CADimensions, Inc. is the premier provider of innovative tools and solutions for the Engineering and Manufacturing community. They partner with industry leaders to offer state-of-the-art CAD software, 3D printing technologies, and comprehensive consulting services.
Develop a vision and strategy for partners by assessing their strengths and weaknesses to assist them in setting and achieving ambitious goals
Build deep and trusting long-term relationships with partners by identifying partner pain points, providing solutions, and recognizing opportunities for service growth and revenue generation
Analyze daily, weekly, and long-term service performance data to provide partners with actionable recommendations that improve their services’ quality, efficiency, and growth
Via is using technology to transform transportation around the world. With their suite of products, they aim to create modern and efficient public transportation systems that provide greater access to jobs, healthcare, and education.
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.
Generate revenue growth and manage your client relationships in a named account environment.
Act as a strategic partner and primary contact, helping clients utilize data, analytics, software, and technology solutions.
Uncover new opportunities by developing relationships with new partners across the financial services industry.
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, they have a team of 22,500 people across 32 countries and our corporate headquarters are in Dublin, Ireland. Experian's culture and people are important differentiators and we take our people agenda very seriously.
Partner with Account Executives to understand prospects’ challenges and articulate Fieldguide’s value proposition.
Build credibility with technical champion at the prospect company.
Understand and orchestrate all phases of the sales cycle, including leading technical validations during the Proof of Value phase.
Fieldguide is establishing a new state of trust for global commerce and capital markets through automating and streamlining the work of assurance and audit practitioners specifically within cybersecurity, privacy, and financial audit. They are based in San Francisco, CA, and built as a remote-first company.
Act as a strategic technical advisor and trusted partner to our Enterprise sales team and customers.
Craft solutions that align 1Password’s capabilities with customer challenges and goals.
Mentor peers, sharing knowledge to uplevel both technical expertise and soft skills across the Solutions Engineering team.
1Password is building the foundation for a safe, productive digital future. As one of the most loved brands in cybersecurity, they take a human-centric approach in everything from product strategy to user experience and have over 180,000 businesses as customers.
Own the full sales cycle from first conversation to signed contract on enterprise deals across the CISO org, AppSec, GRC, and privacy functions.
Develop account plans for our existing customer base that identify expansion surface area and map the right stakeholders to the right opportunities.
Build and manage relationships across the partner ecosystem: VARs, MSSPs, GSIs, and technology alliances.
Clearly AI automates the most painful bottleneck in the enterprise: security and privacy reviews. They help security teams complete high-quality threat models, privacy impact assessments, and vendor risk evaluations in minutes instead of weeks. They are backed by Y Combinator, Basis Set Ventures, Crosspoint Capital, Argon Ventures, and Ritual Capital and were selected as a Top 10 Finalist for the RSAC 2026 Innovation Sandbox Contest.
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.
Lead onboarding of new clients and be the main point of contact for client questions/concerns, owning client relationships from an Account Management perspective.
Lead training sessions to improve client knowledge and skills, and conduct impact review sessions to prove Scibids' ROI.
Strategize with sales to grow existing business and win new business, while problem-solving with the wider Scibids team.
DoubleVerify (DV) is a leader in digital performance solutions, helping advertisers and agencies verify the quality of their digital campaigns, optimize performance, and prove business outcomes through unbiased 3rd party data and analytics. DV has helped hundreds of Fortune 500 companies gain the most from their media spend.
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.
Acquire Saviynt product knowledge through training, applying methodology, and procedures relevant to the Partner-facing role.
Develop and deliver technical presentations to demonstrate enterprise solutions, ease-of configuration, simplicity of architecture and intelligence of workflows providing the opportunity for partner interaction and demonstrating excellent presentation skills.
Effectively communicate solution value to the business and technical audiences that is clear and satisfies prospective Partner/customer requirements and/or inquiries.
Saviynt's AI-powered identity platform manages and governs human and non-human access to all of an organization's applications, data, and business processes. They are recognized as the leader in identity security, with solutions that protect and empower the world’s leading brands, Fortune 500 companies and government institutions.
Build trust and strong business relationships with key decision makers.
Generate strategic account plans to execute upsell/cross sell opportunities.
Work with internal resources to develop and execute expansion plans.
Absorb Software provides online training solutions to leading organizations around the world. They are a remote-first company with a culture of curiosity and continuous growth.
Collaborate with clients to understand their identity verification needs, communicating the value of IDVerse solutions.
Align client requirements with technical aspects, defining configurations for successful implementation.
Provide expert advice and best practices for efficient solution integration in client environments.
LexisNexis® Risk Solutions provides customers with innovative technologies, information-based analytics, decisioning tools and data management services that provide market-specific solutions across multiple industries. Approximately 11,100 employees in offices throughout the world support their brands by serving customers in more than 180 countries.
Build strategic partnerships with senior client stakeholders.
Drive significant sales growth and ensure leave period continuity.
Innovate sales strategies and collaborate cross-functionally.
XAI aims to develop AI systems that deeply understand the universe and help humanity gain knowledge. The team is small, motivated, and focused on strong engineering, operating with a flat structure that values hands-on contributions and excellent communication.
Cut rep ramp time by owning the technical track of sales onboarding and ongoing enablement.
Shorten deal cycles by delivering demos that become the internal standard.
Shape product roadmap by translating field patterns into structured input PMs actually use.
ShareGate is the leading Microsoft 365 migration and governance platform, trusted by over 100,000 IT pros for its unmatched simplicity. It is developed by Workleap Technologies, a Montréal‑based software company that blends creativity and tech to solve real problems in IT and HR.