Jobs at PartnerOne

Support day-to-day accounting operations including journal entries, reconciliations, accounts payable, month-end close, audit support, and maintaining compliance with U.S. GAAP. Prepare schedules, resolve discrepancies, and assist on ad hoc finance projects.

Manage a portfolio of mortgage lender clients to drive renewals, adoption, and upsell of the Mortgage Cadence Platform (MCP). Act as trusted advisor and client advocate, deliver business reviews, coordinate with Implementation and Support, track account health and pipeline in CRM, and surface feedback to Product and Sales.

Maintain accurate accounting records, post journal entries, perform monthly reconciliations, manage AR and revenue recognition under US GAAP, support audits, calculate commissions, and drive process improvements.

Design and build AI- and automation-driven solutions to accelerate Mortgage Cadence Platform configuration using LLMs and workflow automation. Develop integrations with system APIs, partner with implementation teams, create documentation and training, and propose new tools to improve implementation accuracy and scale.

Drive full sales cycle and strategic account growth for Silicon Valley customers: develop account plans, negotiate complex contracts, coordinate cross-functional resources, build executive and technical relationships, deliver voice-of-customer feedback to product teams, meet quota, and expand business through consultative B2B SaaS selling.

Full-cycle Account Executive selling SafeGraph's Places and related geospatial data products to product, data, and analytics leaders. Manage territory/vertical, build pipeline via outbound and inbound, run consultative discovery with technical buyers, use AI tools for outreach and research, maintain CRM pipeline and forecasts, and share field insights with product.

Act as technical lead in the sales cycle for Cincom CCM solutions: run demos and POCs, design evaluations, support RFPs and negotiations, build customer relationships, collaborate with sales/marketing/product teams, represent the company at events, and relay customer feedback to product and engineering.

Sell Mortgage Cadence MCP Essentials and Enterprise to banks, credit unions, IMBs and mortgage lenders. Own full sales cycle, build pipeline, lead discovery, run demos/POCs, design tailored solutions with internal teams, manage complex enterprise sales, represent company at industry events, and maintain market insights and accurate pipeline forecasting.

Lead Sage Intacct implementations from system selection through go-live and post-implementation support. Manage multiple concurrent projects, oversee build/test/deploy, provide end-user training and documentation, advise users, and identify additional services.