Partnerships, Accounting & Advisory

About the role

We're looking for a Partnerships Associate to help make Rillet the agentic-ERP of choice for accounting and advisory firms everywhere. You’ll own and grow a portfolio of accounting partners, from emerging regional firms to some of the most influential firms in the ecosystem and be responsible for turning those relationships into active, productive, revenue-generating partnerships. This isn’t about maintaining a partner list. It’s about activating an entire market. You’ll identify the firms we should be working with, build relationships with the right people inside them, enable their teams, create joint go-to-market opportunities, and ultimately turn accounting and advisory partners into one of Rillet’s most powerful growth engines.

Responsibilities

• Own outreach to a defined list of regional and mid-sized CPA firms, building relationships with practice leads, advisory partners, and other key stakeholders
• Run a repeatable, high-volume outreach cadence — calls, emails, intro meetings — to move firms from first conversation to active, referral-sending partners
• Own revenue generation across your partner portfolio, with clear targets for sourced pipeline and closed revenue
• Deepen relationships within partner firms by expanding beyond a single champion, building multi-threaded relationships across practices, offices, and leadership teams
• Educate partner contacts on Rillet and our ideal client profile so they can confidently identify, position, and send qualified opportunities
• Keep pipeline data current in our partner tracking systems: contacts touched, relationship stage, referrals sent, pipeline generated, and deals closed
• Support newly activated partners with onboarding and enablement — intro materials, FAQs, sales enablement, and warm handoffs
• Identify opportunities to further activate high-potential partners through deeper enablement, joint go-to-market initiatives, events, and account mapping
• Flag firms showing outsized traction to the broader partnerships team so the priority list stays sharp and we continue investing behind the highest-potential relationships
• Represent Rillet at select industry events, building relationships and expanding Rillet’s presence across the accounting community

Requirements

• 4+ years of experience in a client-facing role across business development, partnerships, sales, account management, or professional services, ideally within a technology or B2B SaaS company.
• Experience should include building relationships with external stakeholders, navigating multiple decision-makers, and proactively developing new relationships (outbound BDR, SDR, or AE experience is a strong plus).
• Comfortable with high-volume outreach and relationship-building; not afraid of the phone
• Organized and detail-oriented you'll be responsible for accurate tracking across a large, active book of firms
• Coachable and eager to run a structured playbook well, with the initiative to suggest improvements as you learn what works
• Interest in accounting, finance, or B2B SaaS is a plus, but not required — like the rest of Rillet, you don't need to be an accountant
• Willingness to travel occasionally for flagship industry events (