Partner Account Manager

About Trinity Outsourcing Solutions

Known for fostering a supportive and growth-focused environment, Trinity provides hands-on experience and tailored opportunities for development. By prioritizing meaningful placements, Trinity enables professionals to unlock their potential and make a lasting impact within innovative companies.

• Remote but must be willing to travel for company events
• 9:00 AM to 6:00 PM

We’re looking for a Partner Account Manager to join our Growth & Partnerships team. This hybrid role blends outbound prospecting, relationship building, and deal closing—perfect for someone who thrives in a fast-paced, results-driven environment.

Responsibilities:

• Lead Generation & Outreach
• Research and build lists of potential CPA firm partners
• Reach out via email, calls, LinkedIn, and more
• Qualify leads based on firm profile and readiness to partner
• Appointment Setting
• Book 3+ quality appointments daily from your own outreach
• Use CRM and scheduling tools to ensure 90%+ show-up rates
• Follow up and manage your own pipeline
• Deal Closing
• Independently manage and close qualified partner leads, particularly for smaller firms or solo practitioners.
• Conduct live demonstrations of the client’s software to showcase its value and functionality to potential partners.
• Represent the company in external-facing engagements by showcasing and demonstrating the software’s features during events, trade shows, and online presentations.
• Present client’s partnership offering, address objections, and negotiate terms.
• Ensure accurate documentation of closed deals in the CRM and coordinate with onboarding teams for a seamless transition.
• CRM & Pipeline Management
• Log all activity and notes in our CRM (accuracy is key!)
• Track pipeline stages, performance, and outcomes
• Collaborate with other reps and onboarding consultants to ensure seamless partner experiences
• Collaboration & Feedback
• Take over qualified appointments set by other reps when needed
• Share insights with the Growth, Product, and Onboarding teams
• Be a voice for our partners and help us continuously improve
• What Success Looks Like
• 100+ outreach attempts/day across channels
• 3+ appointments booked/day with decision-makers
• 90%+ show-up rate for scheduled calls
• Monthly partnership deals closed
• 100% CRM compliance—no ghosted leads or missed follow-ups

Qualifications:

• 2+ years in sales, partnerships, or business development
• A proven track record of closing deals (bonus points if in SaaS or accounting-related solutions)
• Excellent written and verbal communication skills
• CPA (Certified Public Accountant) license is a strong advantage but not required.
• Graduate of Accounting, Finance, Business Administration, or any accounting related course.
• Familiarity with CRM tools and sales engagement platforms
• A proactive, self-motivated attitude—you don’t wait to be told what to do
• Experience working with or selling to accounting firms? That’s a big plus!