
1001 - 5000 employees
Founded 2025
💼 Consulting
⚖️ Legal
🛡️ Insurance
Consulting • Legal • Insurance
Sorren is a Top-50 accounting and advisory firm formed by like-minded leaders from 13 firms, providing assurance, tax, accounting, advisory, and private client services. The firm offers audits, tax planning and representation, bookkeeping, controller/CFO services, business valuations, transaction and forensic advisory, and family office and estate planning services for businesses, nonprofits, government entities and high-net-worth individuals. Sorren emphasizes local community engagement, proactive strategic guidance, and tailored solutions to help clients grow and manage complex financial and compliance needs.
🔥 9 minutes ago
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1001 - 5000 employees
Founded 2025
💼 Consulting
⚖️ Legal
🛡️ Insurance
Consulting • Legal • Insurance
Sorren is a Top-50 accounting and advisory firm formed by like-minded leaders from 13 firms, providing assurance, tax, accounting, advisory, and private client services. The firm offers audits, tax planning and representation, bookkeeping, controller/CFO services, business valuations, transaction and forensic advisory, and family office and estate planning services for businesses, nonprofits, government entities and high-net-worth individuals. Sorren emphasizes local community engagement, proactive strategic guidance, and tailored solutions to help clients grow and manage complex financial and compliance needs.
• Build and sustain active relationships within national associations and membership organizations across target verticals • Prospect association and membership lists to identify, research, and qualify potential reseller partners • Secure introductory meetings and deliver compelling presentations to pitch the LIFT Factor suite reseller agreement • Co-close reseller agreements in partnership with the CEO • Present training contract opportunities as a secondary offering throughout the sales process • Develop and maintain a healthy, well-documented national pipeline of partner prospects at all stages of the funnel • Track all outreach, meetings, and deal progress in CRM and deliver regular pipeline reports to the CEO • Build deep vertical market knowledge to tailor messaging, positioning, and value propositions to each target segment • Represent LIFT at industry events, conferences, and association gatherings to expand brand presence and sourcing opportunities
• 5+ years of business development or partnership sales experience, preferably in software or SaaS • Proven track record of closing channel, reseller, or partner agreements, including managing a pipeline from first outreach through signed contract • Established relationships or credibility in association and membership ecosystems, such as CPA societies, insurance or banking associations, and professional services groups • Strong executive-level presentation and consultative selling skills, with the ability to co-close deals alongside a CEO • CRM discipline and pipeline reporting, meaning consistent tracking of activity and regular forecasting to leadership
• Generous paid time off • Comprehensive medical, dental, and vision coverage • Life and disability insurance • 401(k) retirement savings plan • Paid holidays, including a firmwide winter break (December 24 – January 1) • Paid parental leave (available after one year of service) • Mentorship and career development programs • CPA exam support to help you succeed on the path to licensure • Firm-sponsored events and spontaneous team activities • Celebrations to mark milestones like the end of busy season and the holidays
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