About Bluevine

Bluevine is on a mission to enable a better financial future for small business owners through innovative banking solutions designed just for them. By combining best-in-class technology with advanced security and a deep understanding of the small business community, we deliver end-to-end banking and lending products that empower always-on entrepreneurs to grow their businesses with confidence. 

As a dynamic company with massive potential, we’re backed by leading investors such as Lightspeed Venture Partners, Menlo Ventures, 83North, Citi Ventures, and nearly 9 years of proven success. Since launching in 2013, we have grown exponentially, amassing over 400,000 customers across all 50 states and a global team of more than 500 people. Our passion is driven by purpose: to give small businesses the tools they need to succeed and we’re just getting started. 

All of this begins with our team who are driven by collaboration, problem-solving, and learning and growing together. With a commitment to innovation and community impact, our mission is to help every small business—and every team member—thrive. Join us!

Please note: While most of our roles are Hybrid, this role is an exception and is 100% remote!

ABOUT THE ROLE:  

Bluevine is looking for a highly motivated Partner Accountant Executive that is passionate about their sales career growth and loves working with accounting and bookkeeping firms serving SMBs to help them adopt next-generation financial software. In this role, you will sell accountants on Bluevine’s banking offering and help them onboard, adopt and use the platform to simplify & improve how they serve SMBs. You will be responsible for managing & delivering results from your book of onboarded partners through ongoing engagement, outreach, and consultative selling. You will also be expected to gather feedback from your accountant partners to help Bluevine expand its accountant offering. Your success will help our Accounting firm partners to do their best work for their clients by leveraging Bluevine’s banking offering and related features.

WHAT YOU'LL DO:

Grow the number of accountants using Bluevine’s banking platform and meet monthly revenue goals with accountant partner needs at the forefront

  • Drive customer acquisition through Accountants onto Bluevine’s Banking offering; ensure successful onboarding of new referred clients
  • Unlock revenue growth by increasing use of Bluevine’s monetizing product features through Accountants and their clients
  • Achieve the ambition goals set for you by learning how to effectively convey value to our partners and by looking for ways to work more efficiently through time management and suggesting opportunities to improve our sales process
  • Provide accurate forecasts on Partner opportunities in Salesforce, document partner engagement activities, and develop consistent repeatable tasks that drive partner growth
  • Contact accountant and bookkeepers that have been invited by Bluevine’s small business customers through the Accountant role and ensure that they have successfully signed up for the Bluevine Accountant Dashboard
  • Show how Bluevine is building better banking solutions for growing businesses by providing the attention and service they deserve.
  • Conduct discovery calls to understand the firm’s structure, current needs and opportunities to enhance their client accounting services with better banking solutions
  • Deliver product demonstrations and training of Bluevine’s business checking, bill pay and lending solutions.
  • Introduce and present Bluevine’s accountant partner program benefits
  • Host accountant partner webinars showcasing Bluevine’s banking solutions to new and existing Accountant partners
  • Support Accountant partners by assisting customer service to troubleshoot any issues identified and take ownership in order to ensure resolution
  • Seek product feedback from our Accountant partners to help guide our product development efforts
  • Build Accountant partner engagement through regular product update calls, business reviews, and partner enablement activities
  • Represent Bluevine at accounting & bookkeeping conferences
  • Prospect for new Accountant partners through outbound sales efforts, conference attendance and leveraging of existing partner relationship

WHAT WE LOOK FOR:

  • 5+ years selling SaaS into Accounting & Bookkeeping Firms with a proven track record of being in the top 10%
  • Have a passion and love of working with Accountant & Bookkeeping partners by providing solutions that enhance their client relationships
  • A team player, a quick thinker, and a fast learner
  • Excellent verbal and written communication skills with the ability to present to large audiences virtually and in-person
  • Excellent at using data to solve problems and drive decision making
  • Passion for achieving impact and results that is driven by an entrepreneurial mindset
  • Willingness to travel up to 50%
  • Strong social selling and persuasion skills with a strong sales process discipline
  • A strong communicator (both written and verbal)
  • Bachelor’s degree or equivalent experience

BENEFITS AND PERKS - for employees located in the US

  • Excellent health coverage and life insurance benefits
  • 401K with an immediate 3% company match 
  • PTO, Company Holidays, and Flexible Holidays
  • Company-sponsored Mental Health Benefits, including 1:1 therapy
  • Over $1,000 annually for a wellness benefit of your choice
  • Monthly WFH stipend
  • Generous, paid parental leave covering up to 16 weeks
  • Access to financial coaches and education sessions
  • Free commuter benefits - Caltrain passes for San Francisco employees and a monthly parking allowance
  • Monthly DoorDash credit
  • Weekly catered lunches and fully stocked kitchen pantries
  • Dog-friendly Redwood City, CA office
  • Community-based volunteering opportunities 

BENEFITS & PERKS - for employees located in Israel 

  • Excellent group health coverage and life insurance benefits
  • Stock options
  • Flexible hybrid work model
  • Large Study Fund contribution
  • Salary Benchmarks and Checkpoints 
  • Monthly meal card of TenBis or CiBus (your choice) with generous balance
  • Free parking for cars, scooters, and bikes
  • Free gym membership
  • Company-sponsored Mental Health Benefits
  • PTO, Company Holidays, and Flexible Holidays
  • Community-based volunteering opportunities

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