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CashBook is seeking a Senior Sales Development Representative (SDR) to build and manage a partner ecosystem focused on driving consistent business growth through channel partnerships. This role is ideal for someone relationship-driven and proactive who enjoys networking and building long-term business relationships.
Key Responsibilities:
Partner Acquisition & Relationship Management: Identify and onboard new channel partners across target categories including Chartered Accountants (CAs), Tally Channel Partners, Zoho Books Channel Partners, Consultants, and Business Advisors. Build long-term relationships with existing partners through regular follow-ups and engagement calls. Maintain an active pipeline of potential referral partners.
Business Referral Management: Collect and track business referrals from partners. Coordinate with referred businesses and assist in the activation process. Ensure smooth communication between partners, prospects, and internal teams. Follow up consistently to maximize referral conversions.
Partner Operations: Maintain proper records of referrals, conversions, and payouts. Coordinate timely release of partner commissions and payouts. Resolve partner queries and ensure a smooth partner experience. Share product updates, offers, and training materials with partners as needed.
Sales & Growth: Drive monthly referral and activation targets. Develop strategies to increase partner engagement and repeat referrals. Identify high-performing partners and expand relationships further.
Requirements:
- 1.5 to 3 years of experience in sales, partnerships, business development, or channel sales
- Strong communication and relationship-building skills
- Comfortable speaking with business owners, accountants, and software partners
- Ability to manage multiple follow-ups and partner relationships simultaneously
- Organized, self-driven, and target-oriented
- Experience with CRM tools is a plus
Preferred Background:
- Prior experience with fintech or SaaS companies
- CA network experience
- Tally ecosystem familiarity
- Zoho ecosystem familiarity
- B2B sales or channel partnership background
Compensation includes fixed salary plus an attractive incentive structure with performance-based growth opportunities.
