B
Bluevine
Account Executive
Skills
AISalesforce
3 months ago
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Important information
Salary:
$62,220 – $74,640 / year
Location:
New York, NY, USA
Work mode:
Onsite
Published on:
8 August 2026
What they need
Who you are
- 2+ years experience in inside sales focused on SMB owners, preferably at a Fintech or SaaS company; top 25% performance is a must, experience selling to accounting firms a nice-to-have
- Genuine excitement to help SMBs succeed
- Excellent pitch and presentation skills
- Strong listening skills and ability to quickly distill key opportunities to drive forward a sales conversation
- Attention to detail at note-taking and pipeline management
- Familiarity with sales tech such as Salesforce and Outreach
- Ability to adapt quickly to a changing environment, especially as we iterate on sales funnels, technique, and playbook to constantly improve the model
- Strong internal drive. Must be self-motivated to keep coming back after setbacks
- Bachelor’s Degree required
What the job involves
- Bluevine is seeking an experienced and highly motivated Account Executive to scale referrals from our large network of Accountant and Bookkeeping partners.
- As an Account Executive, you’ll generate revenue for the company by helping accounting firms see how Bluevine’s cutting-edge banking solution can benefit their small business clients, and by energizing firms to recommend Bluevine to more of their clients.
- You will onboard and motivate firms to refer through an effective and consultative sales process. You will multiply your impact by continuing to drive referrals from your growing book of onboarded partners.
- You will translate your front-line learnings into how Bluevine can better win with accountants and their clients.
- With tenacity, creativity, and a strategic approach, you will help develop a winning playbook for our partner channel sales efforts. This role is for you if you thrive in a fast-paced sales environment and are driven to constantly grow and perform better
- Conduct high-velocity sales outreach to owners of accounting firms and energize them to refer their clients to Bluevine
- Use a mix of creative outbound strategies, AI tools, and data-driven targeting to identify and engage prospective partners
- Coordinate strategic outreach efforts to influencers and partners in the accounting space
- Build rapport, conduct discovery, and identify pain points of firms and their clients
- Conduct demos of the Accountant Dashboard and Bluevine product
- Deliver product demonstrations and training of Bluevine’s business checking and bill pay solutions
- Cultivate relationships and manage an opportunity pipeline of previously-won firms
- Understand partner segments and develop effective approaches for different types of accounting firms
- Ask for and track feedback, engage deeply to understand, and help make Bluevine better for accounting firms and their clients
Benefits
- Medical
- Dental
- Vision
- Competitive salaries
- 401K plan
- PTO & Holidays
- Parental leave
- Life insurance
- Commuter pass
- Weekly catered lunches
- Volunteering events
- Happy hours
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