Account Executive – Accounting, Bookkeeping

Relay

. Own the full sales cycle for new Accounting & Bookkeeping partnerships from discovery through signed pilot agreement .

Posted 10/5/2026full-timeBoston • Massachusetts • United StatesJuniorMid-Level💰 $165,000 - $201,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in full sales cycle management, particularly in the Accounting and Bookkeeping sectors, with a consultative and value-based selling approach. Proficient in utilizing CRM software and sales tools to enhance prospecting and partner engagement.

Highest-signal resume keywords

Full Sales Cycle ExperienceConsultative Selling ApproachStrategic Account-Based ProspectingProficiency with CRM SoftwareExperience in Fintech or Accounting Software

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Cycle ManagementConsultative SellingAccount-Based ProspectingPartnership SalesPipeline GenerationSales EffectivenessSpanish Proficiency

Soft Skills

Interpersonal SkillsGrowth MindsetAdaptability

Tools & Technologies

SalesforceOutreachZoomInfo

Industry Keywords

AccountingBookkeepingFintechSMBsNeobankQuickBooks OnlineXeroGusto

About the role

Key responsibilities & impact

Own the full sales cycle for new Accounting & Bookkeeping partnerships from discovery through signed pilot agreement
Conduct consultative discovery with firm owners and partners
Build mutual action plans leading partners to initial client referrals and early activation
Equip firms to introduce and onboard Relay to their clients
Prospect target firms through account-based research and outbound activity, with BDR support
Hand off engaged and activated partners to Account Management
Develop expertise in Relay’s product and the accounting ecosystem, including QuickBooks Online, Xero, and Gusto
Help improve the Accounting & Bookkeeping channel playbook
Collaborate cross-functionally with Business Development, Marketing, Risk, Customer Experience, Revenue Operations, and Sales Enablement
Participate in interviews, including an in-person leadership meeting

Requirements

What you’ll need

2+ years of full sales cycle experience
Experience ideally in fintech or selling to SMBs, accountants, or bookkeepers
Consultative, discovery-led, value-based selling approach
Experience with longer, multi-threaded partnership sales
Strategic account-based prospecting and outbound pipeline generation experience
Willingness to travel to conferences and firm visits
Proficiency with CRM software and sales tools such as Salesforce, Outreach, and ZoomInfo
Active use of AI to improve prospecting, personalize outreach, and improve sales effectiveness
Strong interpersonal skills, growth mindset, and adaptability
Experience in fintech, accounting software, or a neobank is a bonus
Experience selling through a channel, partner, or referral motion is a bonus
Experience working with SMBs in North America is a bonus
Spanish proficiency is a bonus
Legally authorized to work in Canada
Must not require current or future sponsorship to work in Canada
Able to join the office three days a week, Tuesday through Thursday

Benefits

Comp & perks

Compensation growth tied to impact, not limited to an annual review cycle
Opportunity to make a significant impact reaching 29 million small businesses across North America
Travel to conferences and firm visits
Diverse and inclusive workplace
Accommodations available during the hiring process
Background check and employment verification through Certn as part of conditional employment offers