About the job
Accountants are crucial to driving a business's key decisions, yet they often find themselves bogged down by tools that hinder their efficiency. Puzzle.io aims to change this narrative. Our innovative AI-driven platform automates bookkeeping and manual workflows, empowering accountants with the control, clarity, and time they need to prioritize strategic initiatives, enhance service, and expand their operations.
In a profession increasingly challenged by complexity and heightened client expectations, we recognize that accountants are more valuable than ever. Puzzle.io is not a competitor; we amplify their effectiveness. By optimizing operations and providing real-time financial insights, we enable firms to enhance profit margins, strengthen client relationships, and cultivate modern, technology-driven practices.
What We're Seeking
We are on a mission to scale our firm-first platform that the industry has eagerly anticipated, and our Accounting Partner Program is at the heart of this endeavor. With demand accelerating rapidly and partner adoption growing weekly, we are expanding our team to meet this momentum.
With foundational systems and processes already established, we are looking for a high-performing Account Executive to help us harness this growth. In this strategic consultative role, you will convert high-potential accounting firms into active partners at scale and unlock growth opportunities across their client bases. This position is a vital growth driver as we continue to develop the modern workflow and revenue engine for accounting firms.
Join us as we embark on our next phase of rapid expansion.
Your Responsibilities
Acquire New Accounting Partners at Scale- Utilize and enhance our playbook to swiftly identify, engage, and secure accounting firms that align with Puzzle's platform and vision. Execute high-velocity partner acquisition while continuously refining our processes based on successful strategies.
Drive Firm Expansion- Collaborate with activated firms to pinpoint client opportunities, facilitate co-selling efforts, and deepen relationships within larger organizations to expand Puzzle's reach.
Establish Trusting Relationships- Forge deep, consultative relationships with firm decision-makers, acting as a trusted advisor to assist them in modernizing workflows, enhancing client experiences, and driving operational efficiency.
Manage Partner Pipeline- Maintain clear visibility into the full engagement funnel of firms, from initial outreach to client expansion. Track all partner activity and progress in our CRM and forecast growth accurately. Contribute to refining our processes as the program evolves.

