Partner Lead, Accounting Advisory

DualEntry

$120K — $200K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-6 years in channel, referral, or alliances roles with a focus on accountants or CFOs
  • Experience in building alliance programs at a Big 4 firm is preferred
  • Deep understanding of finance team software decision processes
  • Program-builder instincts for designing incentives and enablement materials
  • Excellent relationship management across long-cycle partnerships
  • Ability to operate across different types of accounting firms
  • Data-driven mindset with a focus on experimentation

Responsibilities

  • Build and manage DualEntry's Advisory channel with accounting firms and CFOs
  • Source new partnerships across Big 4, mid-market firms, and fractional CFOs
  • Host events and workshops with advisory partners
  • Enhance DualEntry's visibility at key industry conferences
  • Support and activate the Founding Advisors group
  • Develop alliance program structures and advocacy materials
  • Interpret and manage partner agreements to balance fairness and outcomes

Benefits

  • Significant equity ownership in a leading AI company
  • Opportunities for personal and professional growth in a startup environment
  • Direct feedback impact on product development
  • High-speed, high-trust working environment
  • Comprehensive medical, dental & vision benefits
  • Mental health support services
  • Flexible Paid Time Off (27 days)
  • Collaborative in-office culture with team events
Full Job Description
Where you'll create impact

You'll build DualEntry's Advisory channel; the accounting firms and fractional CFOs who serve our ICP. Advisors are the trusted voice in most ERP buying decisions. Your job is to make DualEntry the answer.

You'll be responsible for three tiers of advisory partners:
  • Big 4 alliance conversations (Deloitte, EY, KPMG, PwC); long-cycle, high-value alliance work
  • Mid-market accounting firms; the tier below the Big 4 that serves our ICP directly
  • Fractional CFO practices; the individual and boutique CFO groups who own the finance function inside our ICP

Your role includes:
  • Net-new sourcing across all three tiers
  • Hosting events and joint workshops with our advisory partners
  • Owning our presence in the accounting firm ecosystem: SaaStr Accountant, AICPA Engage, Scaling New Heights, Accounting Cornerstone, and industry conferences
  • Supporting and activating our Founding Advisors cohort
  • Building alliance program mechanics: tiering, "Powered by DualEntry" advocacy, activation-based perks, and Big-4-tier alliance structures
  • Creating advisor-facing enablement: demo environments, comparison materials, and client-ready collateral
  • Managing partner agreements from strawman to signature, balancing structural fairness with commercial outcomes


What sets you up for success
  • 3 to 6 years in channel, referral, or alliances roles; ideally selling to or through accountants, CFOs, or advisory firms
  • Preferred: experience building an alliance program at a Big 4 firm (or similar)
  • Deep understanding of how finance teams and their advisors make software decisions
  • Program-builder instincts across incentives, tiers, and enablement design (demo environments, comparison materials, client-ready collateral)
  • Excellent relationship management across long-cycle, trust-based partners, from net-new sourcing to signed agreements
  • Comfort operating across three very different firm archetypes (Big 4, mid-market firms, fractional CFOs), each with its own economics and buyer motion
  • Presence-building instincts: comfortable representing a brand at industry events and conferences
  • Data-driven and experimental mindset

Nice to have:
  • Existing network among fractional CFOs, CAS / outsourced accounting firms, mid-market accounting practices, or Big 4 alliance teams
  • Experience with accounting / fintech products or ERP selection processes
  • Familiarity with partner program mechanics (referral tracking, tiering, rev share)
  • Experience at an early-stage (Seed to Series B) company
Why you'll thrive here
  • Significant equity ownership in one of the top AI companies in the world
  • You're joining early and will grow with DualEntry
  • Your feedback shapes the product directly
  • High-speed, high-trust environment with high expectations


Meet the Partnerships Team
  • Caelahn joined DualEntry to build the partnerships function from zero; inherited 323 partner conversations, defined our 4-channel taxonomy, and stood up the attribution and program infrastructure to activate and scale across all four channels in his first 8 weeks. He's now launching Technology, Advisory, Resellers, and Private Equity in parallel.


Compensation & Benefits
  • Equity: $40,000 - $65,000
  • Base Salary: $120,000 - $200,000
  • Commission: $30,000 - $60,000 (uncapped)
  • Medical, dental & vision insurance
  • One Medical membership
  • Mental health support (Talkspace)
  • Fertility & family-building support (Kindbody)
  • Virtual healthcare (Teladoc Health)
  • 401(k)
  • Commuter benefits
  • Learning & development budget for courses, certifications & language learning
  • Unlimited AI tokens
  • AI skills development & enablement
  • Visa & permanent residence sponsorship
  • Relocation support for employees moving to New York
  • Flexible PTO (27 days, including public holidays)
  • Collaborative, in-office culture with no bureaucracy
  • Snacks, drinks, team events & more


Partnerships is how AI-native ERP wins. The legacy players took 30 years to build their networks. We're doing it at Series A, and we're going to make DualEntry the default across every finance ecosystem.

Caelahn Bullen, Strategic Partnerships Lead

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