R

Rho

Centralized business banking and treasury platform

Law Firm & Accounting Partnerships Lead

Business Development & PartnershipsPosted on Nov 11
Full-timeSan Francisco, CA, USA

About the Job

Requirements

  • At least 5 years of experience in partnerships, channel, or a closing sales role, ideally at a fintech, business-to-business software-as-a-service, or professional services platform selling into or through advisors.
  • Experience carrying a sales quota and meeting it, with comfort being accountable for partner-sourced revenue.
  • Experience building a program or business function from scratch.
  • Ability to engage credibly with professionals, including managing partners, about their businesses.
  • Ability to structure and negotiate commercial agreements and assess when to end negotiations.
  • Ability to present to executives and write effective partner communications.
  • Ability to measure channel performance and use data to reallocate effort.
  • Ability to operate in ambiguity, work quickly, and create playbooks.
  • Must be based in the Bay Area and willing to travel approximately 25–35%.

Responsibilities

  • Define segmentation and target lists for startup-focused law firms and accounting, bookkeeping, and outsourced chief financial officer firms.
  • Build the business case for investment by identifying firms, geographies, and practice groups that generate qualified client referrals.
  • Set the partner tiering model and the value exchange at each tier, including co-marketing, dedicated support, revenue share, and product access.
  • Own channel targets for sourced pipeline, referred accounts, funded accounts, and revenue contribution.
  • Prospect, pitch, and close new law firm and accounting firm partnerships.
  • Build relationships with managing partners, practice group leads, business development teams, associates, and staff who make referrals.
  • Structure and negotiate partnership terms with Legal and Finance.
  • Represent the company at conferences, bar association events, certified public accountant gatherings, and founder dinners.
  • Activate signed partnerships and run partner onboarding and enablement so partner teams know when and how to introduce the company to clients.
  • Build co-marketing activities with Marketing, including webinars, continuing professional education content, perk pages, newsletters, and joint events.
  • Run monthly and quarterly business reviews with top partners against shared goals and discontinue partnerships that do not produce.
  • Coordinate with Sales, Onboarding, Support, and Product to provide referred clients with a high-touch handoff.
  • Provide Product with structured feedback on law firm and accounting partner needs, including multi-entity views, advisor access, close workflows, and integrations.
  • Partner with Sales leadership to ensure channel-sourced deals are worked, tracked, and credited accurately.
  • Build channel infrastructure, including partner customer relationship management hygiene, referral attribution, pipeline tracking, and a partner portal experience.
  • Document playbooks for partner onboarding, referral handoff, enablement, and event workflows.
  • Provide regular reporting to leadership on channel-sourced pipeline and revenue.

Desired Qualifications

  • An existing network among startup law firms and/or accounting, bookkeeping, and outsourced chief financial officer firms.
  • A background in accounting or law, such as certified public accountant or juris doctor credentials, or experience working inside a firm.
  • Experience launching a partner program at a fintech or spend management company.
  • Familiarity with the startup ecosystem, including venture capital firms, accelerators, formation platforms, and fund administrators.
  • Experience with partner customer relationship management or partner relationship management tools and referral attribution.

About the Company

Rho

Centralized business banking and treasury platform

Rho provides a centralized financial technology platform that combines business banking, expense tracking, treasury management, and accounting software integrations (QuickBooks, Sage, ADP, NetSuite) to streamline financial operations for businesses from startups to IPO-ready firms. Its platform automates and simplifies financial workflows, helping teams save time and reduce operating costs, with a focus on high-growth companies seeking scalable finance operations. Revenue comes from subscription fees for the platform and related services. Compared with competitors, Rho emphasizes an all-in-one, integrated suite and strong customer support to minimize friction and support rapid scaling.

Company size
201-500
Company stage
Series B
Total funding
$197.2M
Headquarters
New York City, New York
Founded
2018

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