Partner Manager, Accounting & Advisory

Posted 4 Days Ago
Be an Early Applicant
3 Locations
In-Office or Remote
175K-195K Annually
Mid level
Payments • Sales • Software • Financial Services
The Role
Source, negotiate, and scale partnerships with accounting firms, CPA practices, and advisory organizations. Develop joint go-to-market strategies, drive partner-sourced revenue, deepen existing relationships, enable partner teams with training and materials, represent Anrok at industry events, and track and optimize partnership performance cross-functionally.
Summary Generated by Built In

Anrok is the leading tax automation platform enabling businesses to expand globally without compliance complexity.

As the digital economy has grown 6x over the last decade, software businesses have gone from not worrying about sales tax to needing to monitor exposure, calculate rates, and file returns across 20+ US states and many countries worldwide. This creates a critical bottleneck for companies that should be able to transact with customers everywhere.

Anrok eliminates this complexity by connecting with billing and payment systems to automate tax monitorng, calculations, and filing end-to-end. Our unified platform handles the ever-changing maze of tax laws at municipal, state, and federal levels—so companies can focus on growth, not compliance.

Our customers include:

  • 40% of Forbes Top 50 AI companies

  • 20% of Forbes Top 100 Cloud companies

  • Top companies like Notion, Anthropic, and Cursor

We're making compliant digital commerce a reality for companies big and small, backed by over $100M from leading investors including Spark Capital, Sequoia, Index, and Khosla Ventures.

As our Accounting & Advisory Partner Manager, you'll source, build, and scale strategic partnerships with accounting firms, CPA practices, and financial advisory organizations that serve our target customers. You'll develop joint go-to-market strategies that create new revenue streams, identify co-sell and referral opportunities, and enable partner teams to confidently recommend Anrok to their clients. Your partnerships will be a key growth lever for both Anrok and our partner ecosystem.

In this role, you will:Source & Develop Net New Partnerships
  • Identify and recruit high-value accounting and advisory partners, regional CPA firms, boutique advisory practices, and outsourced CFO providers — whose client bases align with Anrok's growth strategy

  • Build a robust pipeline of potential partners across public accounting, tax advisory, finance transformation consulting, and fractional CFO categories

  • Lead partnership negotiations from first conversation through signed agreements

Drive Revenue Through Partner Channel
  • Develop and execute joint go-to-market strategies with accounting and advisory partners that generate measurable referral and co-sell revenue impact

  • Structure partnership arrangements that create clear value for both organizations and their shared clients

  • Own and meet quarterly partnership-sourced sales qualified opportunity targets

Scale Existing Partner Relationships
  • Deepen engagement with current accounting and advisory partners to maximize mutual revenue potential

  • Identify and pursue deeper collaboration opportunities, including preferred vendor programs, client co-engagement, and joint advisory offerings

  • Build principal and director-level relationships with partner leadership teams to unlock strategic initiatives

Enable Partner Teams for Success
  • Deliver enablement programs that equip partner accountants and advisors to effectively identify, position, and refer Anrok to their clients

  • Collaborate with Anrok's sales and customer success teams to leverage partner relationships in active deals

  • Guide development of co-marketing materials, referral playbooks, and client-facing positioning for accounting and advisory audiences

Shape Partner Strategy
  • Work cross-functionally with product, marketing, and sales leadership to inform accounting and advisory partnership priorities and roadmap

  • Lead partner presence at industry events and conferences — including accounting, tax, and CFO-focused events — to build pipeline and strengthen relationships

  • Track partnership performance metrics and continuously optimize strategies for maximum impact

What excites us:
  • 3+ years in accounting firm partnerships, channel sales, or business development within B2B SaaS, with a proven track record of meeting or exceeding revenue targets

  • Demonstrated success sourcing and closing net new accounting or advisory partnerships that drove material referral revenue

  • Experience building and executing joint go-to-market strategies with accounting or professional services partners

  • Strong understanding of how accounting firms and advisory practices evaluate and recommend software to clients

  • Experience in fintech, financial operations, tax technology, or accounting software ecosystems

  • Familiarity with how CPA firms, outsourced CFO providers, or financial advisory practices operate and generate revenue

  • Background working with Big 4, national, or regional accounting firms is a plus

Skills & Attributes
  • Exceptional relationship builder who can quickly establish trust with partners, principals, and managing directors at accounting and advisory firms

  • Strategic thinker who can identify partnership opportunities and translate them into concrete GTM plans

  • Self-starter who thrives in ambiguity and can drive results with minimal oversight

  • Strong written and verbal communication skills - you can craft compelling partnership proposals and enablement content tailored to accounting audiences

  • Analytical mindset with ability to track metrics and optimize partnership performance

  • Comfortable traveling domestically 1-2x per quarter for partner meetings and industry events

What we offer:
  • The equity upside of an early-stage startup with the product-market fit of a later-stage company

  • Competitive base salary with variable compensation tied to partnership-sourced revenue

  • Annual team offsites and in-person opportunities around our growing Anrok hubs

  • Office hubs in SF, NYC, or Salt Lake City

  • Medical, dental, and vision insurance covered 100%

  • One Medical membership covered, flexible sick benefits and more

  • Annual learning and development stipend for books, online courses, and conferences

  • Team offsites and gatherings at the SF HQ office throughout the year

At Anrok, we embrace a dynamic and flexible hybrid work environment based out of our growing office hubs - San Francisco, New York City, and Salt Lake City where we collaborate in-person 3 days per week.

Skills Required

  • 3+ years in accounting firm partnerships, channel sales, or business development within B2B SaaS
  • Proven track record of meeting or exceeding revenue targets
  • Demonstrated success sourcing and closing net new accounting or advisory partnerships that drove referral revenue
  • Experience building and executing joint go-to-market strategies with accounting or professional services partners
  • Strong understanding of how accounting firms and advisory practices evaluate and recommend software
  • Experience in fintech, financial operations, tax technology, or accounting software ecosystems
  • Familiarity with CPA firms, outsourced CFO providers, or financial advisory practices
  • Background working with Big 4, national, or regional accounting firms
  • Exceptional relationship building and strong written and verbal communication skills
  • Analytical mindset with ability to track metrics and optimize partnership performance
  • Comfortable traveling domestically 1-2x per quarter
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: San Francisco, California
60 Employees
Year Founded: 2020

What We Do

Anrok is the modern sales tax solution for SaaS businesses. With Anrok, finance leaders can easily monitor, calculate, and remit tax across any financial stack. By connecting your invoicing, payment, and employee systems to a single platform for tax compliance, businesses can automate the manual work and reduce unnecessary expenses around sales tax and VAT. Take tracking remote employees for example. With Anrok, you can just click a button and set up alerts for whenever you hire a remote employee in a jurisdiction that taxes your software products. Based in San Francisco, Anrok is backed by the world's best investors - including Sequoia Capital and Index Ventures.

Similar Jobs

VelocityEHS Logo VelocityEHS

Associate Onboarding Manager

Cloud • Greentech • Social Impact • Software • Consulting
Remote
2 Locations
500 Employees
61K-79K Annually
Easy Apply
Remote
United States
55 Employees
60K-70K Annually

Dynatrace Logo Dynatrace

Strategic Marketing Operations Technology Manager

Artificial Intelligence • Big Data • Cloud • Information Technology • Software • Big Data Analytics • Automation
Remote or Hybrid
United States
5600 Employees
148K-185K Annually

Cohere Health Logo Cohere Health

Lead Software Engineer

Healthtech • Software
Easy Apply
Remote
United States
900 Employees
155K-175K Annually

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account