Partnerships Associate – Accounting & Advisory

About the role

Rillet is seeking a Partnerships Associate to expand its partner ecosystem across accounting and advisory firms. You will own and grow a portfolio of CPA firms, turning relationships into active, revenue‑generating partnerships.

Key responsibilities

• Own outreach to a defined list of regional and mid‑sized CPA firms, building relationships with practice leads and advisory partners.
• Run a 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 and building multi‑threaded connections.
• Educate partners on Rillet’s ideal client profile and support them with onboarding, enablement, and joint go‑to‑market initiatives.
• Maintain accurate pipeline data in partner tracking systems and flag high‑potential firms for broader partnership strategy.

Required profile

• 4+ years of experience in client‑facing roles such as business development, partnerships, sales, or account management, preferably in B2B SaaS.
• Proven ability to conduct high‑volume outreach and build relationships with multiple decision‑makers.
• Organized, detail‑oriented, and comfortable tracking activity across a large book of firms.
• Coachability, initiative to improve playbooks, and willingness to travel for industry events.

Required skills

• Experience with outbound sales outreach (calls, emails, meetings).
• Proficiency in using AI tools to enhance research and workflow efficiency.

What we offer

• Competitive base salary with OTE ranging from $120,000 to $160,000 USD per year.
• Equity participation and comprehensive benefits supporting health, wellbeing, and long‑term financial goals.
• Collaborative in‑office environment (Tues‑Thu) in San Francisco or NYC with opportunities for team meals and events.