Account Executive- Accounting Partner Program

Accountants Are Essential To A Business's Most Important Decisions

Accountants are essential to a business's most important decisions- but too often, they're stuck in tools that create more work than insight. Puzzle changes that. Our AI-powered platform automates bookkeeping and manual workflows, giving accountants control, clarity, and time to focus on strategy, service, and scale.

As the profession faces rising complexity and client expectations, we believe accountants are more valuable than ever. Puzzle doesn't compete with them- it amplifies their impact. By streamlining operations and delivering real-time financial insight, we help firms boost margins, deepen client relationships, and build modern, tech-forward practices.

We are scaling the firm first platform the industry has been waiting for, and our Accounting Partner Program is central to that mission. Demand is accelerating fast, partner adoption is growing every week, and we are expanding the team to keep pace.

With foundational systems and processes already in place, we are looking for a high performing Account Executive to help us capture this momentum. In this strategic consultative role, you will convert high potential accounting firms into active partners at scale and unlock growth across their client base. This role is a key growth driver as we continue building the modern workflow and revenue engine for accounting firms.

Join us as we enter our next phase of rapid expansion.

• Land New Accounting Partners at Scale
  - Leverage and iterate on our playbook to rapidly identify, engage, and sign accounting firms that are a strong fit for Puzzle's platform and vision. Execute high-velocity partner acquisition while continuously improving our processes based on what works.

• Drive Expansion Within Firms
  - Collaborate with activated firms to identify client opportunities, support co-selling motions, and cross-thread relationships within larger organizations to grow Puzzle's footprint.

• Build High-Trust Relationships
  - Develop deep, consultative relationships with firm decision-makers. Act as a trusted advisor in helping them modernize workflows, improve client experience, and drive efficiency.

• Partner Pipeline Management
  - Maintain visibility into the full funnel of engaged firms, from initial outreach through client expansion. Track all partner activity and progression in CRM and forecast growth accurately. Help refine our processes as the program evolves.

• Surface Insights to GTM & Product
  - Bring back field insights to inform go-to-market strategy, messaging, and product roadmap. Actively contribute to program evolution based on what you hear in the market.

• Work Cross-Functionally
  - Coordinate closely with Marketing, Product, Success, and the broader Partner team to deliver a cohesive partner experience and support long-term firm-led growth.

• 3+ years in B2B SaaS sales, preferably with experience in channel, partnerships, or selling into professional services

• Proven ability to close consultative deals, manage a pipeline of strategic accounts, and grow relationships over time

• Strong understanding of accounting firms- how they operate, generate revenue, and make technology decisions

• Comfortable engaging with firm leaders, managing multi-threaded relationships, and helping partners build business cases internally

• Highly organized, metrics-driven, and capable of thriving in a fast-paced, high-growth environment

• Proficiency with CRM (Salesforce or Hubspot); experience with partner management or deal registration tools is a plus

• Bonus:
  Background in fintech, accounting tech, or direct experience working with or selling to accountants or bookkeepers

Join Puzzle Financial at a pivotal…