Partnerships, Accounting & Advisory

Rillet

$120K — $160K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years in client-facing roles (business development, partnerships, sales, or account management) ideally in tech or B2B SaaS
  • Experience building relationships with multiple decision-makers and external stakeholders
  • Strong organizational skills for managing a large portfolio of partners
  • Proficient in high-volume outreach and relationship-building
  • Coachable with a willingness to follow and improve structured playbooks
  • Familiarity with AI tools for efficient workflows

Responsibilities

  • Own outreach and relationship-building with regional and mid-sized CPA firms
  • Execute high-volume outreach via calls, emails, and meetings to establish partnerships
  • Drive revenue generation within your partner portfolio with clear performance targets
  • Expand relationships within partner firms across different practices and leadership
  • Educate partners on Rillet and its client profile to facilitate qualified referrals
  • Maintain accurate and current pipeline data in tracking systems
  • Support onboarding and enablement for newly activated partners
  • Identify and activate high-potential partners through collaborative initiatives
  • Report on highly engaged firms to prioritize partnerships effectively
  • Represent Rillet at industry events to enhance visibility in the accounting sector

Benefits

  • Opportunity for meaningful ownership and impact as the company scales
  • Competitive pay and potential for equity
  • Comprehensive benefits supporting health, wellbeing, and work-life balance
  • Emphasis on collaboration with team events and gatherings
Full Job Description
Who We Need

Rillet has built a robust and rapidly growing partner ecosystem across the accounting and advisory landscape. We already partner with Big 4 firms, half of the Top 30 CPA firms, and a number of blue chip mid-market boutiques. Now, we're ready to take it to the next level.

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.

We're looking for teammates who value in-person collaboration and are within commutable distance of our NYC or San Francisco offices (or willing to relocate). Team members are required to work in-office Tuesdays, Wednesday and Thursdays.

What You'll Do
  • 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


Who We're Looking For
  • 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 (e.g., AICPA Engage, DCPA, etc.)
  • Fluent in navigating AI tools and incorporating them into day-to-day workflows to research, problem-solve, and operate more efficiently.

The expected OTE salary range for this role is $120,000-$160,000in New York City and San Francisco. Final compensation within this range will depend on factors including skills, experience, qualifications, and the scope of the role. This role is also eligible for equity and benefits.

Note: All official Rillet recruiting communications will come from an [redacted].com email address. If you're contacted from another domain, please disregard the message and report it as spam.
Life at Rillet
  • Grow with us. Take meaningful ownership, expand your scope, and make an impact as Rillet scales.
  • Competitive pay and meaningful equity. Be rewarded for the value you help create.
  • Benefits that support you. We offer competitive benefits designed to support your health, wellbeing, time away from work, family, and long-term financial goals.
  • Better together. We value collaboration, connection, and spending meaningful time together as a team. We regularly create opportunities to connect through team meals, events, and company gatherings.

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