Partner Account Manager - Bookkeeping Vertical [Remote]

Partner Account Manager - Bookkeeping Vertical [REMOTE]
Department: Channel
Employment Type: Full Time
Location: United States (Remote)
Reporting To: Amber Kirkman
Description
Plate IQ helps fast growing businesses automate accounts payables on their terms. We simplify everything from invoice management to payments for both recurring and one-off expenses with a cloud-first approach that enables remote work. Plate IQ's AP Automation and VendorPay Network helps businesses pay and get paid faster.
At Plate IQ, passion generates excitement for what we do and how we do it. With passion at the heart of everything we do, we nurture ideas, inspire excellence, and find creative ways to eliminate obstacles for cultivating growth. The positive attitude with which we assist one another develops open, honest, and genuine connections. Above all, we celebrate and embrace our differences. We invest in each other because we win or lose as a team.
Our values are at the center of our company and culture. At Plate IQ, we value: Growth, Customer Focus, Innovation, Accountability, and Communication.
The Role
As a Partner Account Manager - Bookkeeping Vertical, you will play a crucial role in driving revenue growth by nurturing and expanding relationships with our existing bookkeeper and accounting firm partners. The primary objective of this role is to maximize upsell opportunities, enhance product adoption, and contribute to the overall success of our partners.
Key Responsibilities

• Cultivate and maintain strong relationships with existing bookkeepers and accounting firms.
• Understand the bookkeeper's objectives and align our solutions to meet their evolving needs.
• Develop and execute upsell strategies to drive revenue growth with bookkeepers and accounting firms.
• Identify opportunities for cross-selling additional products or services to existing clients.
• Collaborate with cross-functional teams across sales, operations, and channels to ensure seamless coordination in delivering value to our bookkeeper clients.
• Monitor client account health and proactively address any challenges.
• Provide training and support to bookkeepers and accounting firms, ensuring they are well-equipped to leverage our solutions effectively.
• Analyze data to identify trends, opportunities, and areas for improvement.
• Effectively communicate product features and benefits to bookkeeper clients.
• Utilize data-driven insights to refine upsell strategies and achieve targets.
• Share best practices and industry insights to help bookkeepers and accounting firms optimize their use of our products.
• Gain in-depth knowledge of our products and services, particularly in the context of bookkeeping and AP automation.

Ingredients

• 3+ years of experience in sales, account management, or channels.
• Strong interpersonal and communication skills.
• Excellent presentation and communication skills, both written and verbal, with an ability to convey complex concepts in a clear and concise manner.
• Proven ability to build and maintain strong, trust-based relationships with clients, fostering a collaborative and mutually beneficial partnership.
• Goal-oriented with a track record of achieving and exceeding revenue targets in an upsell-focused role.
• Deep understanding of the bookkeeping and accounting industry, including familiarity with industry trends, challenges, and emerging technologies.
• Ability to thrive in a dynamic and fast-paced startup environment, adapting to changes in strategy and market conditions.
• Analytical mindset with the ability to interpret data and derive actionable insights.
• Familiarity with AP Automation solutions is a significant advantage.

A Recipe For Total Rewards
We care deeply about making Plate IQ an incredible place to work and invest a significant amount of time and energy into creating and maintaining a company culture that provides our team with a generous level of support whilst inspiring them to do their best work.
The specific benefits/perks we offer are continually evolving, but currently include:

• Work from home in an energetic remote-first environment that supports flexible working hours and understands work-life balance.
• Competitive salary based on skills & experience.
• Medical, Dental, Vision and other Company-Subsidized Benefits for you and your family.
• Employer sponsored 401(k) with company match.
• Paid Time Off (and the encouragement to use it).
• Annual company retreats.
• Promote from within philosophy.

Beyond the tangible benefits though:

• You will be part of a growing team, at a pinnacle moment of scale for the business, and experience the excitement of working in a startup where each action makes a huge difference.
• You will have the agency to solve difficult problems creatively, the freedom to explore work that inspires you, and infrastructure to ensure you're constantly challenged and developing.
• You will work with sharp, passionate teammates solving some of the most unique challenges and positioning our product as a premier finance automation solution.
• Our commitment to empowering a diverse and inclusive workforce, celebrating differences, and creating a safe space for our employees to bring their whole selves to work is second to none.
• We are transforming entire industries using innovative technology including Artificial Intelligence, Payment Tech, and Neural Networks.
• Our leaders lead with a people-first approach; inspiring excellence, nurturing ideas, and finding creative ways to eliminate obstacles for cultivating growth.
• We truly love what we do and who we do it with - and we think you will too!

Plate IQ is an equal opportunity employer that is committed to diversity and inclusion. We do not discriminate based on race, color, national origin, religion, gender, gender expression, sexual orientation, age, veteran status, disability status, or marital status. If you are excited about the role but do not meet 100% of the qualifications listed above, we encourage you to apply. Nothing in this job posting should be construed as an offer or guarantee of employment.
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