Business Development - Financial Channel

About the Role

GTM is seeking a dynamic and relationship-driven Partner Manager - CPA & Family Office Channel to build and expand strategic partnerships with CPAs, accounting firms, and family offices. This role is ideal for a polished professional who thrives in consultative environments and can position GTM's services as a trusted extension of financial advisory offerings.

You’ll play a key role in driving high-value referrals, strengthening partner relationships, and elevating GTM's presence within the accounting and advisory community.

• Develop and execute a targeted strategy to grow referral partnerships with CPA firms and family offices
• Build and manage a pipeline of active and prospective partners
• Conduct outreach via phone, email, and in-person meetings to establish new relationships
  
  Maintain ongoing partner engagement through regular check-ins and strategic touchpoints
• Deliver CPE presentations (virtual and in-person) to educate partners on GTM services
• Position GTM as a value-added solution that enhances client offerings
• Provide partners with insights, tools, and resources to better serve their clients
• Track referral activity, conversion rates, and overall channel performance
• Collaborate with internal teams to ensure a seamless referral and client experience
• Represent GTM at industry events, conferences, and networking opportunities
• Partner with Marketing on campaigns and content tailored to the accounting audience
• Maintain accurate partner activity records in CRM systems

• Strong communication and relationship-building skills
• Ability to influence, consult, and overcome objections
• High attention to detail and strong organizational skills
• Ability to manage multiple priorities and partnerships simultaneously
• Proficiency with Microsoft Office and CRM platforms

• Bachelor's degree required
• 5+ years of experience in business development, partnerships, or marketing
• Experience in payroll, tax, insurance, HR, or related industries preferred
• Experience with consultative sales or phone-based outreach is a plus

• Executive presence and ability to build trust with financial professionals
• Experience presenting to professional audiences (CPE or similar)
• Strategic mindset with a focus on long-term partnership growth
• High level of professionalism and business acumen

• Opportunity to build and own a high-impact partner channel
• Collaborative, growth-focused environment
• Visibility with leadership and key industry stakeholders
• Competitive compensation and benefits package

If you're a strategic relationship builder who can confidently engage financial professionals and drive meaningful partnerships, we'd love to hear from you.