Instead
FinTech
PartnershipsManager
Neural analysis suggests this role is
optimal for Manager candidates.
“Partnerships Manager at Instead. Skills: Partnerships, Business development, Channel sales. Own partnership lifecycle. Identify strategic partnerships”
What You'll Achieve.
Drive distribution and revenue; Drive measurable revenue outcomes; Generate pipeline; Influence revenue; Onboard firms; Impact retention
Industry & Context.
What They're Looking For.
Must Have
5-10+ years in partnerships, 5-10+ years business development, 5-10+ years channel sales, Existing CPA/accounting firm relationships, Proven track record closing partnerships, Proven track record scaling partnerships, Experience with Top 100 firms, Experience with Top 250 firms, Experience with regional firms, Experience with CPA networks, Commercial instincts, Comfort operating in ambiguity, Executive presence, Ability to build trusted relationships
Nice to Have
Experience with tax technology, Experience with accounting practice management platforms
What You'll Do.
Own partnership lifecycle
Identify strategic partnerships
Pitch strategic partnerships
Negotiate strategic partnerships
Close strategic partnerships
Operationalize strategic partnerships
Build co-selling motions
Execute co-selling motions
Build reseller motions
Execute reseller motions
Drive distribution partnerships
Embed Instead into workflows
Develop joint go-to-market programs
Represent Instead at industry events
Build executive-level relationships
Track partnership performance
Define partner program structure
Define partner incentives
Define partner enablement
How You'll Work.
Team & Collaboration
Cross-functional teams; Product teams; Engineering teams; Tax teams
Communication Scope
Executive presentations
Full Job Description
About Instead Instead is where tax work gets done. Our AI agent orchestrates the entirety of how work gets done in tax, from preparation and compliance to filing and advisory. It's a fundamentally new way of doing tax work, and it's why top 500 firms, Big Four teams, and enterprise corporate tax departments are choosing Instead. What makes us unique: we hold full government approvals with the IRS, 48 states, and all cities to e-file 1040, 1041, 1120, 1120S, and 1065, with 706, 709, 990, 5500, 2290, and PPT coming for tax year 2026. Instead is a full replacement for CCH Axcess, GoSystem, UltraTax, OneSource, CorpTax, Lacerte, ProConnect, Drake, and more. No other tax startup will be able to offer these capabilities for years as we are two to three years ahead of everyone else in government approvals. This lets us build product experiences that are simply unmatched in the market. Instead is backed by Conviction, IRIS (the largest tax software provider in the UK), Skylark, Aprio, and many of our partners and customers. Our team includes leaders from Intuit, Gusto, Zenefits, Thomson Reuters, Wolters Kluwer, PwC, BDO, RSM, and KPMG. About the Role As Partnerships Manager, you'll own and scale Instead's most strategic growth channel: partnerships with CPA firms, accounting networks, tax technology companies, and professional services organizations. This is a builder role. You'll be identifying, closing, and operationalizing the relationships that drive Instead's distribution and revenue at scale. There are maybe 50-100 people in the world who have the right combination of tax/accounting industry relationships, partnership execution experience, and the ability to operate in a fast-moving AI company. If you're one of them, we want to talk. What You'll Do 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 mo
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