Account Executive, Accounting Partnerships
About The Position
Bluevine is the largest small business banking platform in the U.S., redefining how entrepreneurs manage their money. We create modern financial solutions, from checking and lending to payments and beyond, designed to help small business owners grow, thrive, and take control of their financial future. Our best-in-class technology, advanced security, and deep understanding of the small business community give our customers the confidence to focus on what they do best. Since 2013, we’ve supported more than 750,000 small businesses nationwide. Backed by leading investors like Lightspeed Venture Partners, Menlo Ventures, 83North, and Citi Ventures, our 500+ person global team shares one mission: to give small businesses the financial tools they need to succeed. We’re innovators driven by big ideas, collaboration, and real impact. Here, you’ll have the freedom to take ownership, grow your career, and make a difference for small business owners across America. Ready to shape what’s next? About the Role: Bluevine is seeking an experienced and highly motivated Account Executive to scale referrals from our large network of Accountant and Bookkeeping partners. As an Account Executive, you’ll generate revenue for the company by helping accounting firms see how Bluevine’s cutting-edge banking solution can benefit their small business clients, and by energizing firms to recommend Bluevine to more of their clients. You will onboard and motivate firms to refer through an effective and consultative sales process. You will multiply your impact by continuing to drive referrals from your growing book of onboarded partners. You will translate your front-line learnings into how Bluevine can better win with accountants and their clients. With tenacity, creativity, and a strategic approach, you will help develop a winning playbook for our partner channel sales efforts. This role is for you if you thrive in a fast-paced sales environment and are driven to constantly grow and perform better.
Requirements
- 2+ years experience in inside sales focused on SMB owners, preferably at a Fintech or SaaS company; top 25% performance is a must
- Genuine excitement to help SMBs succeed
- Excellent pitch and presentation skills
- Strong listening skills and ability to quickly distill key opportunities to drive forward a sales conversation
- Attention to detail at note-taking and pipeline management
- Familiarity with sales tech such as Salesforce and Outreach
- Ability to adapt quickly to a changing environment, especially as we iterate on sales funnels, technique, and playbook to constantly improve the model
- Strong internal drive. Must be self-motivated to keep coming back after setbacks
- Bachelor’s Degree required
Nice To Haves
- experience selling to accounting firms a nice-to-have
Responsibilities
- Conduct high-velocity sales outreach to owners of accounting firms and energize them to refer their clients to Bluevine
- Use a mix of creative outbound strategies, AI tools, and data-driven targeting to identify and engage prospective partners
- Coordinate strategic outreach efforts to influencers and partners in the accounting space
- Build rapport, conduct discovery, and identify pain points of firms and their clients
- Conduct demos of the Accountant Dashboard and Bluevine product
- Deliver product demonstrations and training of Bluevine’s business checking and bill pay solutions.
- Cultivate relationships and manage an opportunity pipeline of previously-won firms
- Understand partner segments and develop effective approaches for different types of accounting firms
- Ask for and track feedback, engage deeply to understand, and help make Bluevine better for accounting firms and their clients
Benefits
- Excellent health coverage and life insurance benefits
- 401K with an immediate 3% company match
- PTO, Company Holidays, and Flexible Holidays
- Company-sponsored Mental Health Benefits, including 1:1 therapy
- Over $1,000 each year to spend on your personal wellness
- Monthly WFH stipends totaling over $1,000 annually
- Generous, paid parental leave covering up to 20 weeks of leave for birthing parents and up to 12 weeks of leave for all other parents
- Access to financial coaches and education sessions
- Weekly catered lunches and fully stocked kitchen pantries
- Community-based volunteering opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
