Puzzle | NYC, USA.
About the company
Puzzle Financial is a Y-combinator backed startup (65M in funding) data platform for startups, designed to streamline accounting processes through AI-powered solutions. Puzzle offers real-time financial insights, automates transaction categorization, and provides seamless integrations with tools like Stripe, Gusto, and Brex. This approach empowers founders to stay ahead of their financial health without guesswork.
Headquarters
NYC, USA.
Industry
Technology
Puzzle Financial needed a dedicated Partnership Analyst to manage relationships, optimize referral programs, and attract new partners to promote Puzzle’s AI-powered accounting solutions. The ideal candidate would have experience in partnership management, strong analytical skills, and the ability to identify and engage high-potential partners. Puzzle sought a part-time solution to access this talent without the costs of a full-time hire, aiming for a cost-effective, agile approach to expand its partner network.
BeGlobal connected Puzzle Financial with a skilled part-time Partnership Analyst from Latin America with expertise in M&A and global partnerships. This analyst had fluent English, a strong background in fintech partnerships, and was proficient in using PRM tools like PartnerStack and Impact Radius. The flexible, on-demand structure allowed Puzzle to manage partnerships effectively, with the Analyst working within a compatible time zone and reducing overhead by nearly 80% compared to a full-time U.S.-based hire. BeGlobal managed all hiring, compliance, and payroll and support on daily management, making the process seamless for Puzzle.
PRM Tools: PartnerStack, Impact Radius CMS, and Pipl CRM to oversee partner performance, optimize workflows, and track metrics.
Data Analytics: Leveraged in-house tools and Google Sheets for partner insights and performance tracking, ensuring data-driven decision-making.
Communication and Outreach: Integrated Apollo.io for email outreach to potential partners, Slack for daily team communication, streamlining coordination and partner engagement.
Puzzle Financial successfully expanded its partner network and increased engagement thanks to proactive partner management and tailored outreach strategies. The part-time Partnership Analyst provided by BeGlobal with a flexible structure provided Puzzle with substantial cost savings, approximately 80% compared to a traditional full-time hire. The Analyst’s efforts in outreach and relationship building resulted in a steady flow of qualified leads, enhancing Puzzle’s market penetration.