Expensify

Sales

• Own a book of accounting firms and integration partners and develop them into a network of Expensify experts
• Build partner relationships through in-person meetings, live training, conferences, and ongoing outreach
• Teach partners to recognize when Expensify fits and introduce it to their customers
• Understand barriers in each relationship and determine steps to generate qualified leads
• Develop repeatable processes for channel relationship development
• Respond to inbound requests from firms, including certification graduations, new client requests, and training opportunities
• Monitor partner product launches and new sales hires and offer training, introductions, or joint promotions
• Maintain regular, firm-specific contact with firm staff, partners, and leadership
• Review the book weekly for inactive firms and identify unusual drop-off
• Schedule recurring training sessions and document rollout plans
• Host product training for accountants and train integration partners’ sales teams
• Host CPE-eligible webinars and lunch-and-learn sessions
• Attend approximately one conference per month, arrange meetings, and follow up on leads
• Run training webinars after significant product updates
• Identify and develop champions within firms and integration partners
• Conduct quarterly business reviews using performance metrics and create joint plans
• Drive approved-vendor and technology-stack status, including security reviews and certification demos
• Analyze referral results, identify setup or integration issues, and coordinate internal fixes or training
• Feed firm-level results into partner marketing
• Document product feedback and collaborate with Product on solutions
• Represent accountants’ and clients’ needs in product discussions
• Create demos and partner with Marketing and Design on one-pagers and co-branded content
• Improve outdated, complex, or manual partner processes
• Promote effective use of HubSpot, Gong, and partner integrations
• Keep accountant certification curriculum aligned with current product versions

Explore Channel Sales Manager at Expensify. Review requirements and application details.

Channel Sales Manager

• Own a book of accounting firms and integration partners and develop them into a network of Expensify experts
• Build partner relationships through in-person meetings, live training, conferences, and ongoing outreach
• Teach partners to identify when Expensify fits and introduce it to their customers
• Respond to inbound requests, certification graduations, new client requests, and support moments that create training opportunities
• Monitor partner product launches and new sales hires and offer training, introductions, or joint promotions
• Maintain regular, firm-specific contact with staff, partners, and leadership
• Review the partner book weekly for inactive firms or abnormal drop-off
• Schedule recurring sessions and document rollout plans and relationship details
• Host product training for accountants and train integration partners’ sales teams
• Host CPE-eligible webinars, onsite sessions, and lunch-and-learns
• Plan and attend approximately one conference per month and follow up on leads
• Run training webinars after significant product updates
• Identify and develop champions within firms and integration partners
• Conduct quarterly business reviews using performance metrics and joint plans
• Drive approved-vendor and technology-stack status, including security reviews and certification demos
• Analyze referral results, identify setup issues or integration failures, and coordinate fixes or training with internal teams
• Feed firm-level results into partner marketing
• Document product feedback and collaborate with Product on solutions
• Represent accountants’ and clients’ needs in product discussions
• Create demos, one-pagers, and co-branded content with Marketing and Design
• Improve outdated, complex, or manual partner processes
• Promote effective use of HubSpot, Gong, and partner integrations
• Keep accountant certification curriculum current with product changes