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David Careers

Business Development - Financial Channel

Posted today

gtm payroll servicesClifton Park (NY)
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelOther Management Consulting Services

SENIORITY

Senior

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About the role

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 BringStrong communication and relationship-building skillsAbility to influence, consult, and overcome objections
  • High attention to detail and strong organizational skillsAbility 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.

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