About the company

the company is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books.

The problems are high-stakes, data-dense, and unforgiving.

We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At the company, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome.

The median the company customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without the company. We believe every ambitious company deserves the same.

If you want to build systems that directly shape how companies move and manage billions, the company is the place to do it.

About the Role

the company Advisory & Services channel is one of the most strategically important growth levers in the business. As an Advisory& Services Partner Development Representative (PDR), you'll be the engine behind acquiring, reactivating, and qualifying the consulting firms, System Integrators (SIs), and advisory practices that refer, implement, or integrate the company for their clients.

You'll be holding conversations with partnership heads, business development leads,Managing Directors, and practice leads at consulting firms, ERP implementation shops, and strategic advisory practices - building relationships that turn into signed referral agreements and a pipeline of activated partners that are the company champions.

This role is perfect for someone who:

• Is gritty and relentless - comfortable reaching out to firm leaders who are slow to respond and keeps going anyway

• Carries real executive presence and can credibly hold a conversation with a Partner or MD at a top-tier firm

• Has a strong client hand - naturally curious about how consulting and advisory firms serve their clients, and speaks their language

• Thrives when the playbook is still being written and takes ownership of building it

• Embraces AI to augment and automate processes to drive greater efficiencies for workflows

What You'll Do

• Source and qualify net new consulting, advisory, and technology partners that can drive referral pipeline and commercial value to the company, focused on firms with active CFO-level client relationships

• Build top-of-funnel pipeline for Channel Partner Managers by qualifying partner candidates against the company tiering criteria and handing off warm, ready-to-activate relationships

• Reactivate dormant services partners across the company existing book of ~400 consulting, technology, and advisory firms - identifying which relationships have gone cold and reigniting them through strategic, senior-level outreach

• Identify and engage system integrators (SIs) and ERP implementation specialists - specifically firms in the NetSuite, Sage Intacct, Dynamics, and Odoo ecosystems - to build the company productized SI implementation program

• Craft outbound messaging and campaigns tailored to services partner archetypes - boutique firms, PE-focused advisory practices, tech consulting firms, and ERP implementation shops

• Maintain accurate partner and opportunity data in Salesforce; track pipeline health across both dormant reactivation and net new acquisition motions

• Leverage AI tools and lightweight automations to scale partner outreach, surface reactivation opportunities, and build repeatable workflows across a high-volume partner book

What You Need

• Grit and drive to run a high-volume, high-quality outbound motion against senior contacts who are hard to reach - and the persistence to keep going

• Executive presence: you can hold a credible conversation with a Partner or Managing Director at a consulting or advisory firm, and they take you seriously

• Deep understanding of how consulting firms go to market, how they serve CXO-level clients, and drive influence

• A client-oriented mindset - you lead with what's in it for the partner's business, not just the company

• Strong written communication skills - outreach that is pithy, credible, and gets responses from senior people at busy firms

• Comfort managing a large, segmented partner book and staying disciplined across long reactivation and qualification cycles

• 1-3 years of experience in partnerships, channel sales, business development, or sales development or as a business analyst in a strategy consulting firm (e.g., McKinsey, Bain, BCG)

• Bachelor's degree from a four-year university

Nice to Haves

• Background at - or selling to - consulting firms, strategy practices, Systems Integrators (SIs) or advisory businesses

• Exposure to ERP ecosystems: NetSuite, Sage Intacct, Microsoft Dynamics, Odoo, or similar implementation partner communities

• Familiarity with how system integrators operate: how they price services, staff implementations, and build revenue relationships with technology vendors

• Experience working in a partner channel that was still being built - first rep in a motion or early team member in a new GTM track

• Background in B2B fintech, SaaS, or financial services

• Familiarity with Salesforce or similar CRM tools

• Hands-on experience using AI tools (specifically Claude Code), building basic automations (bots, workflows, etc.) to drive efficiency in a sales, partnerships, or business development context

Benefits available to all full-time the company employees (Global)

• Flexible PTO

• Unlimited AI token usage

• Centralized home-office equipment ordering

• Health and wellness stipend

• Budget for intra-office travel

• Weekly coffee stipend

United States

• 100% medical, dental & vision insurance coverage for you, with partial coverage for dependents

• One Medical annual membership

• 401(k), including employer match on contributions made while employed by the company

• Fertility HRA (up to $10,000 per year)

• Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay

• Pet insurance

• In-office perks: lunch, snacks, drinks, and more

• Relocation support to NYC or SF (as needed)

Canada

• Group medical, dental, and vision coverage through Sun Life

• Life, AD&D, and disability coverage

• Fertility drug coverage (up to $4,000 lifetime)

• Group Retirement Plan with employer match (RRSP + DPSP)

• Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay, with additional time available at reduced pay

• Employee Assistance Program and virtual care through Lumino Health

United Kingdom

• Private medical insurance through Freedom Elite

• Virtual GP and at-home care via eMed x Livi

• Workplace pension through Penfold, with salary sacrifice option

• Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay with additional time available at reduced pay

Referral Instructions

If you are being referred for the role, please contact that person to apply on your behalf.

Other notices

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Beware of recruiting scams: the company will only contact you through official @the company.com email addresses and will never ask for payment or sensitive personal information during the hiring process.