Account Manager, Accountant Channel

About FreshBooks

FreshBooks is a leading cloud-based SaaS accounting software designed with one goal: to help small business owners grow. We reached unicorn status after raising our valuation to more than $1 billion and continue to scale our business to serve business owners, their clients, and accountants in more than 160 countries worldwide. FreshBookers are found all over the globe, and our goal is to create connection as a human-first workplace. Our teams have adopted different working environments based on how they collaborate best. Some are fully remote and others are truly hybrid - it all comes down to what's best for the team and for everyone FreshBooks builds for.

The Opportunity - Partner Consultant 

Please note that Account Manager, Accountant Channel is an alternative title for the Partner Consultant, Accountant Channel role.

As a Partner Consultant, you’re a critical member of our growing Accountant Channel. Success in the role centers around your ability to connect and collaborate with new and existing Partners of the Accounting Partner Program to ensure an optimal experience with us. On a daily basis, this looks like being the primary person responsible for finding solutions, offering resources, providing consulting, and demonstrating the value of our product, services and the partner program. Reporting to the Senior Sales Manager of the Accountant Channel, the ideal candidate enjoys meeting new people and continuously looks for opportunities to build relationships, support our partners, discuss how the platform can be beneficial to the growth and development of their practice, and share the benefits of using FreshBooks in collaboration with their clients.

NOTE: This role can be worked remotely from the above location. 

What You'll Do as a Partner Consultant

•  Nurture accounting professionals in the partner program by reaching out to new partners and existing partners, elevating their partner experience
• Establish a pipeline of accounting professionals using telephone, email, social media, virtual events and in person meetings at Partner Events.
• Forecasting and managing sales opportunities in Salesforce
• Work your outbound cadences and make up to 30+ touch points a day with partners
• Meet and exceed your monthly quota of client upgrades and revenue targets
• Conducting platform demonstrations for prospective FreshBooks clients
• Build trusted relationships with accounting professionals in the program and enthusiastically support their use of FreshBooks with their clients
• Consult with partners in the program, providing them with assistance, resources, education, practice development consulting, creative solutions and a listening ear
• Work across departments including the marketing, product, and support teams to ensure proper and successful implementation, and ensure that accountant feedback is received and responded to internally
• Operate as an advocate and an ambassador for the accounting partner program, both within the company and within the accounting industry

What You'll Bring to the Role

• 2-3 years of B2B consultative sales experience, preferably in the accounting industry, with a proven track record of overachieving quotas and holding an undergraduate degree
• The ideal candidate should be adept at managing a high volume of outbound and inbound activities, possess a natural knack for reaching out to new leads, demonstrate strong ownership alongside adaptability, and consistently exceed goals
   
• Experience using a CRM such as Salesforce or Hubspot
• Adept at adjusting “on the fly” in order to meet partner requirements while demonstrating strong business acumen and a commitment to delivering a top-tier partner experience.
• Solid verbal and written communication skills
• Excellent presentation skills (online and in person)
• Occasional travel will be required for this role
• Readiness to be present at the office when necessary

You'll Stand Out If You Bring Experience In

• Experience in bookkeeping, accounting, SaaS and/or payments processing industries
• A passion for the cloud accounting industry and utilizing technology to enhance the relationships between accounting professionals and business owners

Our Commitments to You

At FreshBooks each person knows their opinion is valued, and can see their impact on the lives of over 10 million small business owners around the world. Accelerate your career, work on projects you're passionate about, and work as a part of a collaborative team without ego! Here are some of the ways FreshBooks recognises and rewards our full time employees:

• 🩺 Comprehensive Health and Wellness Benefits. Including retirement savings program or pension plan matched to your local office, stock options for every full time employee, generous time off, parental leave and new parent support, annual healthy living credit, comprehensive medical and dental benefits dependent on your region, and more.
• 📚 Perks that Matter. Including a Peer Recognition Program, an Employee Assistance Program, headphone credit, meaningful in-person gatherings to bring onsite and remote employees together, and more perks matched to your locale.
• 🌱Working Environments to Help You Thrive. Beautiful office spaces welcome you in Canada and Mexico, and those without access to a FreshBooks office receive a home office credit to set up your home office.
• 🤗 Supportive Peer Group, Mentors, and Leaders. We care about each other across the organisation and have programs to support this so everyone feels a strong sense of belonging, and believes in collective impact. 
• 🚀 Accelerated growth. Comprehensive company onboarding, career development through continuous coaching, training, and learning on the job.

Closing

Even if your experience doesn't meet every bullet on the above lists, we'd love to learn more about you and why you think FreshBooks is the next step in your career.

FreshBooks is an equal opportunity employer. We do not discriminate based on gender, religion, race, mental disability, sexual orientation, age, or any other status. All applicants are considered based on their qualifications and merits. At FreshBooks, we inspire an environment of mutual respect and we believe diversity and inclusion are crucial to our success.

FreshBooks provides employment accommodation during the recruitment process. Should you require any accommodation, please indicate this on your application and we will work with you to meet your accessibility needs. For any questions, suggestions or required documents regarding accessibility in a different format, please contact us at phone 1-416-780-2700 and/or [email protected].