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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in the full sales cycle for Accounting and Bookkeeping partnerships, utilizing a consultative, discovery-led sales approach. Proficient in strategic account-based prospecting and familiar with accounting software and fintech solutions.
Highest-signal resume keywords
Full Sales Cycle ExperienceConsultative Sales ApproachStrategic Account-Based ProspectingProficiency with CRM SoftwareSpanish Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Cycle ManagementConsultative SellingPartnership SalesAccount-Based ProspectingPipeline GenerationFintech KnowledgeAccounting Software ProficiencySales Effectiveness ImprovementReferral Motion SalesSMB Sales Experience
Soft Skills
Interpersonal SkillsGrowth MindsetAdaptability
Tools & Technologies
SalesforceOutreachZoomInfoAI Tools for Prospecting
Certifications & Qualifications
Successful Background CheckEmployment Verification through Certn
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 to secure first client referrals and drive 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
- Become an expert in Relay's product and the accounting ecosystem, including QuickBooks Online, Xero, and Gusto
- Improve the Accounting & Bookkeeping channel playbook
- Collaborate cross-functionally with Business Development, Marketing, Risk, Customer Experience, Revenue Operations, and Sales Enablement
- Attend conferences and firm visits when needed
- Participate in video and in-person interviews
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 sales 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 efficiency, 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 with SMBs in North America is a bonus
- Spanish proficiency is a bonus
- Successful background check and employment verification through Certn required for offers
- Legally authorized to work in Canada
- Able to join the office three days a week (Tuesday, Wednesday, and Thursday)
Benefits
Comp & perks- Commission included in annual on-target earnings (OTE)
- Compensation growth tied to impact and not limited to an annual review cycle
- Accommodations available at any stage of the hiring process
- Global team and cross-functional collaboration opportunities
