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Relay Financial

Online banking platform for small businesses

Account Executive - Accounting & Bookkeeping

Business Development & PartnershipsConfirmed live in the last 24 hours
Full-timeToronto, ON, Canada

About the Job

Requirements

  • You have 2+ years of full sales cycle experience, ideally in fintech or selling to small and medium-sized businesses, accountants, or bookkeepers.
  • You take a consultative, discovery-led approach and sell on value rather than technical functionality.
  • You are comfortable with a longer, multi-threaded sale where the win is a partnership and the proof is what happens after close.
  • You have experience with strategic account-based prospecting and outbound pipeline generation.
  • You build trust in person as well as on video, and you are willing to travel to conferences and firm visits where that is what moves a partnership forward.
  • You are proficient with customer relationship management software and other sales tools such as Salesforce, Outreach, and ZoomInfo, and actively leverage artificial intelligence to improve prospecting efficiency, personalize outreach, and elevate day-to-day sales effectiveness.
  • You enjoy collaborating with other departments and mentoring or coaching junior team members.
  • You have strong interpersonal skills, a growth mindset, and the adaptability to thrive in a fast-scaling, evolving environment.

Responsibilities

  • Own the full sales cycle for new Accounting & Bookkeeping partnerships, from self-sourced and business development representative-booked discovery through to a signed pilot agreement.
  • Run consultative discovery with firm owners and partners to understand their practice, client base, and operational problems worth solving, then position Relay against those problems.
  • Build mutual action plans that get partners to their first client referrals, and drive early activation rather than stopping at signature.
  • Enable partner readiness by equipping firms to introduce and onboard Relay to their own clients with confidence.
  • Prospect into target firms using account-based research and outbound, alongside business development representative support.
  • Hand off engaged, activated partners to Account Management with the context they need to expand the relationship.
  • Become an expert in the product and accounting industry, including the QuickBooks Online, Xero, and Gusto ecosystem partners use.
  • Work with the team to improve the channel playbook.
  • Work cross-functionally with Business Development, Marketing, Risk, Customer Experience, Revenue Operations, and Sales Enablement.

Desired Qualifications

  • Experience in fintech, accounting software, or a neobank.
  • Experience selling through a channel, partner, or referral motion.
  • Experience working with small and medium-sized businesses in North America.
  • Proficiency in Spanish.

About the Company

Relay Financial

Online banking platform for small businesses

RelayFi offers an online banking platform for small businesses that consolidates ACH transfers, wires, checks, and payouts from PayPal, Stripe, and Square into one interface to track cash flow. It automates income tracking, expense management, and bookkeeping, saving time for owners. RelayFi partners with Thread Bank to hold deposits with FDIC insurance up to $3,000,000 via a deposit sweep, and offers APYs of 1.00%–3.00%. The service runs on a subscription model, earning revenue from fees and potential partner arrangements, with the goal of simplifying business banking and helping small businesses focus on growth.

Company size
201-500
Company stage
Growth Equity (Venture Capital)
Total funding
$101.6M
Headquarters
Toronto, Canada
Founded
2018

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