Budgetly

Account Manager

• Own the Partner Program end to end
• Build and scale a channel of accountants, bookkeepers and business advisors
• Turn partners into active referrers who bring qualified SME leads
• Recruit new accounting, bookkeeping and advisory partners
• Own partner acquisition, lead and conversion targets
• Grow existing partners into higher-value relationships and help them move through partner tiers
• Manage partner accounts, including onboarding and ongoing support
• Support clients referred by partners
• Manage the partner and referred-client pipeline end to end
• Keep CRM data accurate and forecasts reliable
• Work with shared-systems teams to improve lead attribution, data quality and partner value recognition
• Experiment with AI tools and workflows to provide partners with insights into client usage of Budgetly
• Maintain product knowledge and explain Budgetly clearly to partners with different client bases

Explore Partnerships Manager at Budgetly. Review requirements and application details.

Open roles

Partnerships Manager