Partner Account Manager

2 weeks ago

Taguig, National Capital Region, Philippines Trinity Outsourcing Solutions Full time ₱900,000 - ₱1,200,000 per year

About Trinity Outsourcing Solutions

Trinity Outsourcing Solutions is dedicated to connecting talented professionals with dynamic career opportunities across the world. As a trusted HR partner, Trinity offers a pathway for skilled individuals to work in roles that align with their expertise and support their career advancement. Known for fostering a supportive and growth-focused environment, Trinity provides hands-on experience and tailored opportunities for development. By prioritizing meaningful placements, Trinity enables professionals to unlock their potential and make a lasting impact within innovative companies.

The Role

Remote but must be willing to travel for company events

9:00 AM to 6:00 PM

We're looking for a Partner Account Manager to join our Growth & Partnerships team. This hybrid role blends outbound prospecting, relationship building, and deal closing—perfect for someone who thrives in a fast-paced, results-driven environment.

Responsibilities:

  • Lead Generation & Outreach
  • Research and build lists of potential CPA firm partners
  • Reach out via email, calls, LinkedIn, and more
  • Qualify leads based on firm profile and readiness to partner
  • Appointment Setting
  • Book 3+ quality appointments daily from your own outreach
  • Use CRM and scheduling tools to ensure 90%+ show-up rates
  • Follow up and manage your own pipeline
  • Deal Closing
  • Independently manage and close qualified partner leads, particularly for smaller firms or solo practitioners.
  • Conduct live demonstrations of the client's software to showcase its value and functionality to potential partners.
  • Represent the company in external-facing engagements by showcasing and demonstrating the software's features during events, trade shows, and online presentations.
  • Present client's partnership offering, address objections, and negotiate terms.
  • Ensure accurate documentation of closed deals in the CRM and coordinate with onboarding teams for a seamless transition.
  • CRM & Pipeline Management
  • Log all activity and notes in our CRM (accuracy is key)
  • Track pipeline stages, performance, and outcomes
  • Collaborate with other reps and onboarding consultants to ensure seamless partner experiences
  • Collaboration & Feedback
  • Take over qualified appointments set by other reps when needed
  • Share insights with the Growth, Product, and Onboarding teams
  • Be a voice for our partners and help us continuously improve
  • What Success Looks Like
  • 100+ outreach attempts/day across channels
  • 3+ appointments booked/day with decision-makers
  • 90%+ show-up rate for scheduled calls
  • Monthly partnership deals closed
  • 100% CRM compliance—no ghosted leads or missed follow-ups

Qualifications:

  • 2+ years in sales, partnerships, or business development
  • A proven track record of closing deals (bonus points if in SaaS or accounting-related solutions)
  • Excellent written and verbal communication skills
  • CPA (Certified Public Accountant) license is a strong advantage but not required.
  • Graduate of Accounting, Finance, Business Administration, or any accounting related course.
  • Familiarity with CRM tools and sales engagement platforms
  • A proactive, self-motivated attitude—you don't wait to be told what to do
  • Experience working with or selling to accounting firms? That's a big plus

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