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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in building and managing relationships with CPA firms and key stakeholders, driving revenue generation through effective outreach and partnership strategies. Proficient in utilizing AI tools for enhanced productivity and maintaining accurate pipeline data.
Highest-signal resume keywords
Business Development ExperienceRelationship BuildingHigh-Volume OutreachB2B SaaS ExperienceClient-Facing Role
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Revenue GenerationPipeline ManagementAccount ManagementSales StrategyPartnership Development
Soft Skills
OrganizedDetail-OrientedCoachabilityInitiativeCommunication
Tools & Technologies
Partner Tracking SystemsAI Tools
Industry Keywords
CPA FirmsB2BSaaSAccountingFinance
About the role
Key responsibilities & impact- Own outreach to a defined list of regional and mid-sized CPA firms
- Build relationships with practice leads, advisory partners, and key stakeholders
- Run high-volume outreach through calls, emails, and introductory meetings
- Move firms from initial conversations to active, referral-sending partners
- Own revenue generation across the partner portfolio, including sourced pipeline and closed revenue targets
- Build multi-threaded relationships across partner practices, offices, and leadership teams
- Educate partner contacts on Rillet and its ideal client profile
- Maintain current pipeline data in partner tracking systems
- Support newly activated partners with onboarding and enablement materials
- Activate high-potential partners through deeper enablement, joint go-to-market initiatives, events, and account mapping
- Flag high-traction firms to the broader partnerships team
- Represent Rillet at select industry events and expand Rillet’s presence across the accounting community
Requirements
What you’ll need- 4+ years of experience in a client-facing role across business development, partnerships, sales, account management, or professional services
- Experience ideally within a technology or B2B SaaS company
- Experience building relationships with external stakeholders, navigating multiple decision-makers, and proactively developing new relationships
- Outbound BDR, SDR, or AE experience is a strong plus
- Comfortable with high-volume outreach and relationship-building
- Organized and detail-oriented, with accurate tracking across a large, active book of firms
- Coachable and eager to run a structured playbook, with initiative to suggest improvements
- Interest in accounting, finance, or B2B SaaS is a plus but not required
- Willingness to travel occasionally for flagship industry events
- Fluent in navigating AI tools and incorporating them into day-to-day workflows
- Must be legally authorized to work in the USA
- Must be willing to commute to the NYC or San Francisco office or relocate to either location
Benefits
Comp & perks- Equity eligibility
- Competitive benefits supporting health, wellbeing, time away from work, family, and long-term financial goals
- Team meals, events, and company gatherings
- Meaningful ownership, expanded scope, and professional growth opportunities
- In-person collaboration and team connection opportunities