Harbor Compliance

Account Executive

• Build and manage a pipeline of prospective referral and reseller partners, focusing on accounting firms and other professional service providers
• Prospect, qualify, and close new partnership agreements
• Structure referral fees, reseller terms, and other incentive models
• Lead the full partnership deal cycle from first outreach through negotiation, legal review, and signature
• Develop and deliver presentations and value propositions communicating Harbor's solutions to legal and compliance-adjacent partners
• Identify referral opportunities by applying market insight to prospective partners' client bases
• Collaborate with Channel Account Management and internal fulfillment/support teams on partner handoff and onboarding
• Maintain accurate pipeline and deal tracking in HubSpot or Salesforce for forecasting and attribution
• Monitor market trends and competitive dynamics to refine targeting and outreach strategy

Partner Account Executive

Digital Marketing

• Own demand generation strategy and roadmap across all brands
• Drive qualified pipeline and new ARR growth
• Build, lead, and develop a high-performing demand generation team
• Own the web estate and conversion surface, with the Web Developer as a direct report
• Design and execute A/B and multivariate testing across landing pages, campaigns, and conversion paths
• Scale qualified pipeline through GEO/SEO strategy, content, and multi-channel demand campaigns
• Partner with Sales leadership on messaging, targeting, lead quality, pipeline, and conversion objectives
• Own acquisition efficiency across brands and funnels using LTV-to-CAC as the investment guardrail
• Establish data-driven reporting standards and translate web analytics and campaign performance into executive insights
• Lead the shift from sales-led to product-led growth by building self-service acquisition and conversion paths
• Drive up-market demand programmes for mid-market and larger customers
• Build the measurement and attribution foundation, including reliable tracking, definitions, and reporting standards
• Partner with Product, Product Marketing, and Finance on pricing and packaging strategy and demand-side execution of pricing changes
• Own competitive positioning in paid channels and manage acquisition payback discipline
• Collaborate with Product Marketing on positioning, messaging, industry-specific conversion paths, and campaign feedback
• Collaborate with Lifecycle & Customer Marketing on demand handoff, retention, and expansion alignment

Director of Demand Generation, Digital Marketing

Revenue Operations

• Build and lead a dedicated, high-accountability Revenue Operations team
• Hire and develop analysts and managers who partner strategically with Sales, Account Management, Renewals, Marketing, and Partnerships leadership
• Drive AI adoption across GTM by identifying, piloting, and operationalizing AI-driven tools and workflows
• Own the connected lead-to-renewal funnel and drive end-to-end visibility and accountability
• Own forecast reviews, pipeline inspections, QBRs, and annual/quarterly territory, quota, and capacity planning
• Architect CRM governance, data hygiene, metrics, systems, and a scalable GTM technology stack
• Design and administer incentive compensation with Finance
• Partner with Finance and Legal on Deal Desk processes for non-standard deals, profitability, and risk review
• Partner with the VP of Revenue Operations on lead-to-revenue modeling, pipeline and capacity analytics, and GTM planning
• Produce forecast accuracy, unit economics, and board-ready reporting

Director of Revenue Operations

Chief Technology Officer

• Own the tech-integration pipeline
• Source, qualify, and close partnership agreements with platform companies across ERP, accounting, HR/payroll, and vertical SaaS
• Lead the full deal cycle from identifying executive sponsors through technical fit discussions, business-model alignment, legal review, and signature
• Partner with Product and Engineering teams to build and demo integration proofs of concept during the sales cycle
• Maintain rigorous CRM hygiene and document deal strategy and next steps
• Run regular forecast and pipeline reviews with sales leadership
• Partner with Product to surface partner-driven roadmap input and feature requests backed by clear business cases
• Represent Harbor at platform partner events and conferences

Account Executive, Technology Partnerships

Product Manager

• Own the Client Communications roadmap end to end
• Translate company strategy and user needs into prioritized initiatives supporting growth and scale
• Lead product discovery and delivery with Engineering, Design, and Operations
• Own roadmap ideas from concept through launch
• Define epics and user stories with clear scope, dependencies, and detailed acceptance criteria
• Produce user journey, process, and data flow diagrams
• Create wireframes and collaborate on higher-fidelity designs
• Partner with Sales, Marketing, Technology, and Service leaders to align and launch communications initiatives
• Develop and maintain KPI dashboards monitoring communications performance, client engagement, and client experience health
• Manage backlog, sprint readiness, and delivery tracking in Jira
• Communicate progress, risks, and tradeoffs to cross-functional partners and leadership

Partner Account Executive

Director of Demand Generation, Digital Marketing

Director of Revenue Operations

Account Executive, Technology Partnerships

Senior Product Manager