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Expensify
Expensify
51 – 200 Employees
B2BFintechSaaS
Expensify is a SaaS and fintech company developing cloud-based expense and spend management software for businesses, accountants, and finance teams. Its platform brings together expense reporting, mobile receipt scanning, commercial cards, bill payment, invoicing, payroll integrations, and broader spend controls, with mobile apps available for iOS and Android. Expensify serves organizations and finance professionals seeking to manage business spending through a unified B2B platform.
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Channel Sales Manager - New York City (Hybrid)

Expensify is hiring a Channel Sales Manager to expand its accounting-firm and integration-partner network in a hybrid New York City role. The position focuses on partner enablement, qualified referrals, training, and channel growth for Expensify’s expense-automation platform.

USUnited StatesNYNew York
$120,000 – $150,000 / year
HybridFull-timeMiddleSeniorEnglish RequiredSales

Description

  • Manage a portfolio of accounting firms and integration partners, developing them into knowledgeable Expensify advocates
  • Strengthen partner relationships through onsite meetings, live enablement, conferences, and consistent outreach
  • Help partners identify suitable Expensify customers and make effective introductions
  • Assess relationship obstacles and define actions that produce qualified leads
  • Create scalable, repeatable methods for developing channel relationships
  • Handle firm inquiries involving certification completions, prospective clients, and training needs
  • Track partner launches and new sales hires, providing training, introductions, or approved joint promotions
  • Maintain tailored communication with firm employees, partners, and leadership teams
  • Review the partner portfolio weekly to re-engage inactive firms and investigate significant declines
  • Plan recurring training programs and record partner rollout plans
  • Deliver product education for accountants and sales training for integration partners
  • Lead CPE-eligible webinars and lunch-and-learn events
  • Attend about one conference each month, coordinate meetings, and follow up with resulting leads
  • Deliver enablement webinars following major product releases
  • Find and cultivate internal champions at firms and integration partners
  • Lead quarterly business reviews, interpreting performance data and developing shared action plans
  • Advance approved-vendor and technology-stack adoption through security reviews and certification demonstrations
  • Evaluate referral performance, diagnose setup or integration problems, and coordinate internal training or remediation
  • Provide firm-level performance insights to partner marketing
  • Capture product feedback and work with Product on potential solutions
  • Bring accountant and client priorities into product conversations
  • Build demonstrations and collaborate with Marketing and Design on one-pagers and co-branded materials
  • Simplify partner workflows that are outdated, overly complex, or manual
  • Encourage effective adoption of HubSpot, Gong, and partner integrations
  • Keep accountant certification materials current with supported product versions

Requirements

  • At least three years of B2B SaaS sales or partnerships experience with direct ownership of a sales target
  • Availability to travel at least monthly for partner meetings and conferences
  • Strong group presentation skills, from webinars for 50 accountants to partner presentations
  • Comfort using a CRM to manage contacts, follow-ups, and sales activity
  • Experience selling expense-management or accounting software, or partnering with accounting firms in a sales or partnerships capacity
  • An established network across accounting, bookkeeping, or client advisory services
  • Hands-on HubSpot CRM experience
  • Ability to work from the New York City office when not traveling for the role

Benefits

  • Equity
  • Additional performance-based commission opportunity
  • 401(k) with an employer match of up to 4.5%
  • Medical, dental, and vision coverage fully paid by the employer
  • Annual fertility and family-building benefit of $20,000 through Carrot
  • Up to $5,000 in relocation reimbursement for moves to one of the company’s offices
  • Three months of paid parental leave, or six months for birthing parents
  • Commuter, healthcare FSA, and dependent care FSA programs
  • Flexible vacation policy
  • Flexible home-office arrangements around partner visits, conferences, and other travel, with no fixed office days after training
  • Reasonable accommodations throughout the hiring process

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