Partnerships Lead - Accounting Firms

About the role

This role distributes Slash banking and treasury solutions through accounting networks. You will own the end-to-end partnership strategy with accounting firms, translating their workflow requirements into Slash product configurations and feature feedback. The position requires you to act as the primary liaison between Slash product teams and the accounting ecosystem. You will design and execute go-to-market motions that make Slash the default banking choice for accountants and their clients. Success in this role means embedding Slash deeply into the professional services stack that accounting firms rely on. You will quantify the financial impact of treasury integrations for advisory practices and communicate this value to firm leadership. The work demands disciplined qualification of opportunities and consistent activity against demanding quotas. You will shape the future of how accounting networks deliver banking and payment capabilities to their customers.

Key facts

What you'll do

Identify and qualify target accounting firms and professional services practices that can champion Slash treasury solutions within their client portfolios.

Lead complex sales cycles within accounting networks, navigating multi-stakeholder environments to secure firm-wide adoption of Slash banking tools.

Translate advisory firm requirements around client billing, cash flow, and payment timing into actionable product feedback for the Slash roadmap.

Coordinate product design sessions with accounting operations teams to ensure Slash integrations align with real-world professional services workflows.

Represent Slash at industry conferences, accounting software events, and advisory gatherings, positioning the platform as the optimal banking partner for accountants.

Build and maintain a pipeline of qualified opportunities within accounting partner organizations, forecasting demand and managing deal progression.

Develop and deliver tailored demonstrations that connect Slash capabilities to specific client accounting scenarios and regulatory considerations.

Collaborate with customer success and implementation teams to ensure smooth onboarding and ongoing value realization for accounting partners.

Analyze win and loss patterns within accounting verticals to refine positioning, objection handling, and enablement materials for the field.

Own key performance metrics related to partnership revenue, pipeline creation, and adoption rates across accounting firm networks.

Champion feedback from accounting professionals to guide enhancements in Slash onboarding, reporting, and treasury management features.

Establish executive level relationships with firm leadership in target accounting practices to drive strategic collaboration initiatives.

Maintain a disciplined documentation process for all customer interactions, insights, and agreements within the sales system of record.

Support the development of reference customer stories and case studies that validate the impact of Slash treasury solutions in advisory environments.

Requirements

Professional networks within accounting firms or financial advisory practices support the rollout of Slash treasury services.

Experience working with accountants, CFO services, or financial operators shapes how tools fit advisory delivery and client billing models.

Understanding of small and mid-sized business financial workflows guides feature discussions and tool configuration with product teams.

Partnership-building ability steers joint initiatives, long-term channel strategies, and ongoing collaboration with firm leadership.

You must have a proven track record of selling into professional services or advisory organizations at scale.

You must be comfortable operating in a fast-paced, quota-driven environment where consistent activity drives results.

You must demonstrate strong written and verbal communication skills tailored to executive and practitioner audiences.

You must be able to interpret complex financial workflows and convert them into clear product requirements.

You must have experience managing complex deals that involve multiple stakeholders and decision makers.

You must be willing to travel to client sites and industry events to build relationships and validate solutions in the field.

Practical notes

The role is based in the San Francisco Office with full-time onsite expectations. Health, vision, and dental coverage include paid lunch time, and unlimited PTO supports the schedule. Equity and performance incentives form part of the compensation package. Typical interview steps

Sales hiring often includes a role play, a discovery call simulation, and a presentation. Candidates may be asked to pitch a product to a panel or handle a tough objection. Behavioral questions focus on past quota attainment and deal history. Energy and preparation matter. Interviewers often simulate the job in the interview itself, so be ready to run a short discovery call or demo. Practicing your own sales pitch out loud helps.

Good to know

Financial services professionals use tools that automate cash flow, reconciliation, and reporting. Advisory practices rely on integrations that connect banking, payments, and compliance workflows. Teams in fintech and professional services prioritize security, compliance, and clear partner communication.

Questions to ask

Useful questions for the interview: what a typical week looks like, how work is assigned, what tools the team uses, and how feedback works. Asking how the role has changed recently and what the team wishes it had known when joining is also reasonable. Questions about the manager's priorities are especially valued.

Career growth

Sales careers can move from SDR or associate to account executive, senior AE, manager, and director roles. Some sellers move into partnerships, account management, or revenue operations. Compensation typically mixes a base with commission tied to results. High performers in sales typically move into larger accounts, team leadership, or sales operations. Quota history and references carry the most weight in promotion.