Account Executive (Accounting Partner Program)

Accountants are essential to a businesss most important decisions- but too often theyre 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 doesnt 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.

What Were Looking For

Were building the firm-first platform the industry has been waiting for and our Accounting Partner Program is central to that mission. To help us grow it were looking for a high-performing Account Executive to drive firm acquisition and this strategic consultative role youll own the partner funnel convert high-potential firms into active partners and unlock long-term growth across their client base- driving revenue through trusted firm relationships.

This is your opportunity to join a well-funded startup led by an accomplished fintech founder. Join us remotely from anywhere in the US or Canada as we embark on this exciting journey.

What Youll Do

• Land New Accounting Partners- Identify engage and sign accounting firms that are a strong fit for Puzzles platform and vision. Drive the full partner acquisition cycle from outreach to agreement.
  

• 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 Puzzles 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.
  

• 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 and Success to deliver a cohesive partner experience and support long-term firm-led growth.
  

Qualifications

• 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 early-stage 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.
  

Whats in It for You

Join Puzzle Financial at a pivotal growth stage where youll help redefine and reimagine how companies handle their financials while building your career in a flexible remote-first environment. Youll have the opportunity to make a significant impact work with innovative founders and develop valuable expertise at the intersection of modern accounting and fintech.

Here is a preview of some of the amazing benefits here at Puzzle:

• Competitive pay: Base Salary uncapped commission

• 100% paid employee health dental and vision plans (U.S. & Canada vary)

• 10 observed holidays and a flexible PTO policy so you can recharge

• $1000 home office budget to get you set up for success

• $2400 co-working budget for face time with your colleagues

• $600 learning and development budget

• 401K so you can save for your future

• And much more

Puzzle is an equal opportunity and affirmative action employer. We welcome and encourage diversity in the workplace regardless of gender race or color ethnicity or national origin age disability religion sexual orientation gender identity or expression veteran status or any other characteristics protected by law.

Candidates should be currently residing in the U.S. or Canada to be eligible for this position. If hired you will be required to present proof of work authorization. This employer is a participant of the E-Verify program.

Required Experience:

IC