Account Executive

About the Role

ProcureDesk is investing heavily in outbound and partnerships and wants to build a repeatable channel with CPA firms. You will be the person driving that motion.

This is not a transactional SDR role. You will run targeted outreach to CPA firms, have real conversations with partners, qualify opportunities, and set up high quality meetings with the Founder. Over time, you will own more of the discovery and partnership closing process yourself.

If you enjoy hunting, running thoughtful discovery and talking about business outcomes with senior leaders at CPA firms, this is for you.

What You Will Do

Own outbound to CPA firms

• Prospect into CPA firms that match our ICP using phone, email and LinkedIn
  

• Work from curated account lists and contact data provided by our RevOps / list-building partners
  

• Personalize outreach so you sound like a consultant, not a script reader
  

Run smart discovery with potential partners

• Explain ProcureDesk at a clear, high level and how we help CPA firms
  

• Lead initial discovery calls to understand the firm’s clients, industries and current spend / AP challenges
  

• Qualify firms based on fit, potential volume and willingness to invest in a modern procurement process
  

• Clearly communicate the win win win
  

  • CPA firms reduce internal workload and scope creep
    

  • End clients get better visibility, compliance and cost control
    

  • ProcureDesk gains a scalable channel relationship
    

Build and progress partnership opportunities

• Book and prepare partnership calls for the Founder
  

• Join calls, take notes and help drive follow ups and next steps
  

• Over time, take on more responsibility for running partner discovery independently
  

• Track partner pipeline and signed partners inside HubSpot (or similar CRM)
  

Collaborate and continuously improve

• Work closely with the Founder to test and refine messaging to CPA firms
  

• Listen to recordings of your own calls and self coach before each feedback session
  

• Bring data and insights on which verticals, firm profiles and messages are working best
  

• Share learnings with the broader sales team as the partner program scales
  

What You Bring

Must haves

• Experience in B2B outbound sales or partnerships, ideally 2+ years in SaaS or software
  

• Proven track record booking and running discovery calls with senior decision makers
  

• True consultative style
  

  • You ask smart questions
    

  • You can listen, summarize and tie problems back to clear business value
    

• Comfortable talking about money, ROI and efficiency with finance focused buyers
  

• Strong phone presence and confidence running calls in English with US based leaders
  

• C2 level English (spoken and written)
  

• Highly organized with experience using a CRM such as HubSpot or Salesforce
  

• Self starter mindset. You can take a high level goal and figure out the path to get there
  

Nice to haves

• Experience working with or selling to CPA firms, accounting firms or finance / accounting teams
  

• Background in procurement, AP automation, spend management or adjacent categories
  

• Prior experience in a partner development, channel or alliances role
  

• Familiarity with tools like Apollo, LinkedIn Sales Navigator and power dialers

What Success Looks Like

In your first 3 to 6 months you will:

• Ramp on ProcureDesk product, ICP and value proposition for CPA firms
  

• Consistently book qualified partnership conversations for the Founder
  

• Run structured discovery that captures firm profile, client counts and key pain points
  

• Help sign your first CPA partners and start to see early client opportunities come from that channel
  

Compensation

• Competitive base salary paid in USD: $2500 - $3,000 per month,
  

• Performance based commission and/or bonus tied to signed partners and channel performance
  

• Opportunity for higher earnings as the partner program scales and your impact grows
  

(Exact structure and targets will be discussed during the interview process and may evolve as the channel matures.)

Working at ProcureDesk

• Remote first culture with team members across multiple countries
  

• Direct access to the Founder and leadership team
  

• High impact role where your work directly affects pipeline and revenue
  

• Fast moving environment with freedom to experiment and improve processes

Company Overview

ProcureDesk is a spend management and procurement platform that helps growing companies gain control over their purchasing, reduce manual work and improve compliance. Finance and operations teams use ProcureDesk to simplify approvals, get real time visibility into spend and make sure every dollar is accounted for.

Job description created by latamcent.com, a nearshore staffing agency.