Swyft Filings Benefits Overview

Own the full B2B partnership sales cycle, from prospecting and discovery through negotiation, contract execution, and internal handoff. Build pipelines of strategic partners, present tailored solutions, forecast opportunities, maintain CRM accuracy, and collaborate cross-functionally with Legal, Finance, Product, Marketing, and leadership. Success is measured through partner acquisition, activation, revenue generation, and forecast reliability.

Conduct high-volume outbound prospecting to CPA firms, accounting practices, and law firms; engage decision-makers, qualify business needs, and schedule qualified sales meetings. Manage multi-channel follow-up, maintain prospect records in HubSpot, provide handoff notes, meet activity targets, and share market feedback. The role requires strong cold-calling, discovery, objection-handling, organization, and independent performance in a remote, metrics-driven environment.

Owns strategic partner relationships from sales handoff through onboarding, implementation, activation, and launch. Manages launch plans, coordinates cross-functional teams, monitors partner performance, conducts business reviews, identifies adoption and revenue-growth opportunities, resolves risks, gathers feedback, and maintains accurate HubSpot records. The role also develops scalable partner success processes and supports retention, expansion, and customer acquisition across multiple brands.