FINSYNC · 4 hours ago
Account Executive
Kennesaw, GA
Full-time
Remote
Mid Level
3+ years exp
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Insider Connection @FINSYNC
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Responsibilities
Develop and nurture relationships with accountants in communities where COs have joined the FINSYNC network.
Serve as the primary point of contact for accountants, providing guidance on integrating their services with the FINSYNC platform.
Partner with the Business Development team to identify strategic opportunities for connecting accountants with COs and entrepreneurs.
Collaborate with internal teams to align resources, training, and communication strategies that support accountants.
Identify, outreach, and onboard accountants interested in supporting entrepreneurs through FINSYNC.
Source leads, prospect partners, and develop a pipeline.
Showcase the value of FINSYNC tools and resources for accountants to streamline their support for clients.
Conduct demonstrations and training sessions for accountants to educate and familiarize them with the FINSYNC platform’s capabilities.
Develop resource materials and best practices to ensure accountants can effectively serve clients.
Drive familiarity with the solution and show success.
Facilitate connections between accountants and entrepreneurs, creating a network of trusted resources.
Monitor and report on the impact of these relationships in driving entrepreneurial success.
Know and drive metrics reflective of success. Measure the growth of our partners, their customer base and their success with our platform.
Gather and analyze feedback from accountants to inform product and service enhancements.
Deliver recommendations for improvement and work to solve problems
Stay up-to-date with industry trends to anticipate needs and opportunities for accountants and COs.
Qualification
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Required
3+ years of business development experience or customer and partner engagement for a software product.
Bachelor Degree - Bonus: Finance Background
A collaborative approach to phone, video, email and other communications
Attention to detail and strong task management skills
Proven experience in sales, account management, or community engagement, preferably in financial services or technology.
Strong understanding of accounting practices and the needs of small businesses and entrepreneurs.
Excellent communication and interpersonal skills with the ability to build lasting professional relationships.
Familiarity with SaaS platforms and an aptitude for explaining technical concepts to non-technical audiences.
Self-motivated and results-oriented, with strong problem-solving skills.
Passion for supporting entrepreneurial growth and community development.
Preferred
Experience working with or as an accountant.
Knowledge of cash flow management or financial technology platforms.
Background in business development or partnerships in a B2B context.
Understanding small business accounting with proven success in the SMB space
Professional experience working for a fintech company or past experience with HubSpot
Benefits
Competitive salary
Benefits package
Opportunities for career growth
Company
FINSYNC
We empower entrepreneurs with the community programs, software, and services to help their business start, scale, and succeed with less time and better results.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Tucker Mathis
CEO
Douglas Mathews
Chief Technology Officer
Recent News
2024-03-27
2023-12-21
Company data provided by crunchbase
