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Open Role | Sales

Partnership Lead

San Francisco, CA

Please apply by emailing dillon@trytruewind.com with the following:

  • Subject line: Partnership Lead - [Your Name]
  • Your resume / CV
  • Your LinkedIn profile
  • A little about yourself
  • A loom video of a cool AI thing you've built

The role

Truewind is hiring a Partnership Lead to build momentum behind partnerships that are just getting established, and then scale them. You report to our VP of Sales and work in person with the team in San Francisco. This is a build role: the relationships are new, the playbook does not exist yet, and the person who writes it will own the channel as it grows.

About Truewind

Truewind is the digital accountant creating outcomes for finance teams. Our agents take on the reconciliation, workpaper and journal-entry work accounting teams still do by hand, and post clean, reviewed entries into the ERP. We serve accounting firms, family offices and mid-market finance teams, and we are a Series A company backed by Y Combinator, Thomson Reuters Ventures and Rho Capital.

Truewind team event in Las Vegas.

Why this role

Channel partnerships are exceptionally valuable to us. Our customers already live inside an ecosystem: a mid-market cloud ERP and the resellers, implementation partners and accounting firms built around it. A partner who brings us into a deal is trusted before we say a word, and one partner relationship can open conversations we would otherwise have to earn one at a time.

We are on the verge of something big here. We have spent the past year earning our way into that ecosystem, from enabling its solution consultants to piloting with the consulting firms that implement it, and the door is opening wider than it ever has. There is more we cannot put in a job post yet; we will tell you in the interview process. What we can say is that the next twelve months will decide how big this channel becomes, and we want the person who builds it in the room from the start.

What you'll own

Three partner lanes plus the ecosystem around them. In each, the job is to turn early relationships into repeatable motion.

  • ERP vendor alliance. Become the day-to-day face of Truewind to our anchor ERP partner across its product, partner-sales, solution-consulting and partner-marketing teams. Help bring the partnership across the finish line, then make it real: solution-consultant enablement (demos, sandbox accounts, saved use cases), joint marketing and events, and account mapping and co-selling with our AEs.
  • Resellers and implementation partners. Recruit and activate the resellers and implementation partners who control mid-market ERP deals. Take each from first call through referral agreement, first deal and quarterly business review, and make "add an AI accountant to every ERP deal" their default pitch, with the one-pagers, demo scripts and economics sheet to back it up.
  • Accounting and consulting firms. Turn firms into both customers and a channel. Structure pilots with client accounting services (CAS) practices and ERP consulting firms that are designed to go firm-wide, and build relationships with the firm networks and professional bodies that reach the firms we have not met yet.
  • Ecosystem and co-marketing. Banks, family-office technology advisors, PE firms and adjacent fintechs that touch our buyers: co-hosted webinars, referral relationships, and investor-opened doors into portfolio CFO groups.

Underneath it all, build the infrastructure as you go: partner agreements, CRM tracking of partner-sourced and partner-influenced pipeline, enablement content, a weekly scorecard, and a steady feedback loop from partners into product. You will work alongside our VP of Sales on co-selling and handoffs, our Director of Demand Generation on partner marketing, and our Director of Agent Solutions on delivery for partner-sourced customers.

What success looks like

Ninety days in, the ERP partner's team knows your name before they know Truewind's. You are the person their solution consultants ping when a deal needs an AI story, you have run the enablement cadence enough times that it works without our CEO on the call, and the first partner-sourced opportunity has shown up in our pipeline with a partner's fingerprints on it. The first resellers have said yes, not because of the agreement you drafted but because you showed up at their office and made the pitch theirs.

A year in, partners are a channel, not a project. The ERP partnership is live and transacting through the vendor's own sellers, who pitch Truewind because it helps them win. A healthy set of resellers, implementation partners and firms send us opportunities every quarter without being asked, and the firm pilots you structured have grown into firm-wide relationships. A meaningful share of our new first meetings start with a partner introduction, and our AEs can feel it. The playbook you wrote (tiers, economics, enablement, onboarding) is good enough that your next hire could run it, which is exactly why we would be asking you to build the team.

Who you are

You have done partnerships before, and the rest we will bet on hustle. We are looking for someone with high alpha: a person who makes things happen that would not have happened without them.

Required

  • Real partnerships, channel or business development experience in B2B software. You have sourced a partner, gotten them active and seen a deal come out the other end.
  • Hustle. You would rather make the fifth call than write the strategy memo, and a cold conference floor looks like an opportunity to you.
  • Ownership. You pick up a half-built relationship and run with it without waiting to be asked or handed a playbook.
  • Speed with judgment. You move fast, follow up the same day, and know which details matter to a partner executive.
  • People want to work with you. Partners pick up your calls, and their solution consultants and sellers want you in their deals.
  • Zero tolerance for politics. You share what you know, say what you think, and would rather be corrected than quietly wrong.
  • Curiosity about how accountants work. You will learn the vocabulary fast because you want to.
  • Based in or relocating to San Francisco, and comfortable with regular travel to partner offices and events.

Nice to have

  • Experience inside a mid-market ERP ecosystem: ISV or marketplace programs, reseller and implementation-partner economics, solution-consultant enablement, partner marketing.
  • Knowledge of how accounting firms operate and buy, especially CAS and advisory practices.
  • Accounting background: CPA, public accounting or ERP implementation.
  • Existing relationships in the mid-market ERP partner community, PE portfolio operations, banks or the family-office world.
  • You have been the first partnerships hire somewhere and defined how the function scaled.
Truewind team at AICPA event.

Compensation, location and process

  • Compensation: competitive base plus variable tied to partner-sourced pipeline and revenue, plus meaningful equity.
  • Location: in person in San Francisco, with regular travel.
  • Reports to: VP of Sales.

Process, two weeks start to finish:

  1. Intro call with our VP of Sales.
  2. Case study: a working session where you present a partner plan for one named reseller or firm to the VP of Sales and the CEO.
  3. Conversations with the VP of Sales, Director of Demand Generation, Director of Agent Solutions and CEO.
  4. References.

Truewind is an equal opportunity employer.