Accounting & Finance Partnerships Manager

Tabs•New York, NY

9d•Onsite

About The Position

Accounting and advisory partnerships is the largest channel at Tabs with the biggest opportunity for growth. We have a proven referral motion, a strong base of active partners, and a clear line of sight to what it takes to win. What we need now is someone who can take this foundation and scale it -- dramatically increasing activation rates, expanding our ecosystem by sourcing and onboarding net-new partners, improving pipeline quality, and building the commercial motions that will power the next phase of growth. This is a role for a builder who loves to own a number. You will manage and grow a portfolio of accounting and advisory firm relationships -- deepening engagement with existing partners while continuously hunting for new ones -- and be responsible for turning those relationships into predictable, high-quality pipeline. You will also have a real seat at the table: we want someone who brings new ideas on how we can operate better, engage partners more effectively, and use AI to work at a pace and quality that sets a new bar for the team.

Requirements

5+ years of professional experience in partnerships, business development, sales, consulting, fintech, B2B SaaS, or related operator roles.
Proven track record in a quota-carrying or commercially accountable role, ideally with responsibility for pipeline generation, partner activation, or revenue contribution.
Experience in high-growth or early-stage B2B SaaS or fintech is strongly preferred.
You are commercially driven and comfortable owning hard numbers.
You have executive presence and can build credibility with firm executives
You are tech-savvy and product-curious, and can quickly translate complex capabilities into clear, audience-specific value propositions.
You are AI-forward and constantly looking for ways to use new tools to work smarter, move faster, and increase impact.
You are a strategic thinker who can translate complex ecosystems into clear, executable plans
You are a strong cross-functional collaboration, communication, and stakeholder management skills
You have a high degree of ownership and a builder’s mentality
You have strong project management skills and high degree of polish in work output
You are a high-touch relationship builder who understands the patience required in partnerships and the discipline required to stay top of mind.
You have a builder mindset and are excited to help shape a growing function in a fast-moving company.
You are highly collaborative, low ego, and coachable, with strong ownership and strong cross-functional instincts.
You are energized by relationship-driven sales and comfortable operating across both strategic partnership development and day-to-day execution.

Nice To Haves

Background in Accounting Advisory Firms or existing relationships within the Accounting Advisory ecosystem are a plus.
Understanding of revenue operations, contract-to-cash workflows, billing infrastructure, or finance systems is a plus.

Responsibilities

Own quarterly revenue targets for the accounting channel
Build and manage a portfolio of accounting and advisory firm relationships with the goal of engaging new partners each quarter and increasing referral consistency from existing partners.
Drive step-change growth in the partner channel by identifying opportunities to scale efficiently, including leveraging AI and automation to increase output and improve performance.
Lead partner engagement by delivering product education, sharing market context, and shaping how partners position and identify high-quality opportunities for Tabs.
Maintain end-to-end visibility on partner-sourced deals, proactively identifying risks and stepping in at key moments to improve conversion outcomes.
Use data to understand where to invest time and resources—spot what’s working, what’s not, and adjust accordingly.
Turn partner and market feedback into actionable product direction, helping shape roadmap priorities and improve product-market fit.
Represent Tabs within the accounting ecosystem, building credibility and expanding influence through industry events, CFO forums, and partner-led environments.

Benefits

Competitive compensation and equity
Unlimited PTO
Up to 100% employer covered monthly healthcare premium (medical, dental, vision)
Lunch provided via Sharebite, plus dinner for any later office days.
Parental leave up to 12 weeks
Tax free commuter and parking benefits
Voluntary insurances (Life, Hospital, Critical Illness, Accident)
Employee Assistance Program (Rightway)
Free One Medical Membership
401k