Home Instead

Account Manager

• Own the full partnership lifecycle: identify, pitch, negotiate, close, and operationalize strategic partnerships with CPA firms, accounting networks, and tax technology platforms
• Build and execute co-selling and reseller motions with partner firms, creating alignment between their practice leaders and Instead's GTM team
• Drive distribution partnerships that embed Instead into accounting firm workflows, making us the default tax automation layer
• Develop joint go-to-market programs: co-branded content, webinars, conference presence, referral programs, and integration partnerships
• Work cross-functionally with Product, Engineering, and Tax to ensure partner needs are reflected in our roadmap and delivery
• Represent Instead at industry events (AICPA, CPA.com, state CPA conferences, tax technology summits) and build executive-level relationships across the ecosystem
• Track partnership performance rigorously: pipeline generated, revenue influenced, firms onboarded, retention impact
• Help define Instead's partner program structure, tiers, incentives, and enablement as we scale from early partnerships to a mature channel

Partnerships Manager