5+ years in business development, partnerships, or marketing
Preferred experience in payroll, tax, insurance, HR, or related industries
Familiarity with consultative sales or phone-based outreach is a plus
Proficiency with Microsoft Office and CRM platforms
Responsibilities
Develop and execute strategies 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 to establish new relationships
Maintain ongoing engagement through regular check-ins and strategic touchpoints
Deliver virtual and in-person CPE presentations to educate partners on GTM services
Position GTM as a value-added solution that enhances client offerings
Collaborate with internal teams to ensure a seamless referral and client experience
Benefits
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
Full Job Description
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.
What You'll Do
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
What You Bring
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
Qualifications
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
What Sets You Apart
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
Why Join GTM?
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.
