Partner Manager, Accounting & Advisory

Sources & Development

You'll source and develop net new partnerships, identifying and recruiting high-value accounting and advisory partners, regional CPA firms, boutique advisory practices, and outsourced CFO providers whose client bases align with Anrok's growth strategy.

• Develop a robust pipeline of potential partners across public accounting, tax advisory, finance transformation consulting, and fractional CFO categories.
• Lead partnership negotiations from first conversation through signed agreements.

Revenue Through Partner Channel

You'll drive revenue through partner channel by developing and executing joint go-to-market strategies with accounting and advisory partners that generate measurable referral and co-sell revenue impact.

• Structure partnership arrangements that create clear value for both organizations and their shared clients.
• Own and meet quarterly partnership-sourced sales qualified opportunity targets.

Scale Existing Partner Relationships

You'll deepen engagement with current accounting and advisory partners to maximize mutual revenue potential, identify and pursue deeper collaboration opportunities, including preferred vendor programs, client co-engagement, and joint advisory offerings.

• Build principal and director-level relationships with partner leadership teams to unlock strategic initiatives.

Enable Partner Teams for Success

You'll deliver enablement programs that equip partner accountants and advisors to effectively identify, position, and refer Anrok to their clients, collaborating with Anrok's sales and customer success teams to leverage partner relationships in active deals.

• Guide development of co-marketing materials, referral playbooks, and client-facing positioning for accounting and advisory audiences.

Shape Partner Strategy

You'll work cross-functionally with product, marketing, and sales leadership to inform accounting and advisory partnership priorities and roadmap, leading partner presence at industry events and conferences to build pipeline and strengthen relationships.

• Track partnership performance metrics and continuously optimize strategies for maximum impact.

Qualifications

• 3+ years in accounting firm partnerships, channel sales, or business development within B2B SaaS, with a proven track record of meeting or exceeding revenue targets.
• Demonstrated success sourcing and closing net new accounting or advisory partnerships that drove material referral revenue.
• Experience building and executing joint go-to-market strategies with accounting or professional services partners.
• Strong understanding of how accounting firms and advisory practices evaluate and recommend software to clients.
• Familiarity with how CPA firms, outsourced CFO providers, or financial advisory practices operate and generate revenue.
• Background working with Big 4, national, or regional accounting firms is a plus.

Skills & Attributes

• Exceptional relationship builder who can quickly establish trust with partners, principals, and managing directors at accounting and advisory firms.
• Strategic thinker who can identify partnership opportunities and translate them into concrete GTM plans.
• Self-starter who thrives in ambiguity and can drive results with minimal oversight.
• Strong written and verbal communication skills - you can craft compelling partnership proposals and enablement content tailored to accounting audiences.
• Analytical mindset with ability to track metrics and optimize partnership performance.
• Comfortable traveling domestically 1-2x per quarter for partner meetings and industry events.