Business Development - Financial Channel

GTM Payroll Services Inc; Town of Clifton Park (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive compensation and benefits package

Visibility with leadership

Collaborative environment

Job summary

A leading payroll and advisory firm is seeking a Partner Manager for the CPA and Family Office Channel in Clifton Park, NY. This role involves building strategic partnerships, driving referrals, and representing the company at industry events. Candidates should possess strong communication skills, a Bachelor’s degree, and over 5 years of relevant experience. The position offers competitive compensation and the opportunity to work in a collaborative, growth-focused environment.

Qualifications

• 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.
• Experience with consultative sales or phone outreach is a plus.

Responsibilities

• Develop and execute a targeted strategy to grow referral partnerships.
• Build and manage a pipeline of active and prospective partners.
• Conduct outreach 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.
• Track referral activity, conversion rates, and overall channel performance.
• Collaborate with internal teams for a seamless referral and client experience.
• Represent GTM at industry events and conferences.

Skills

Strong communication skills

Relationship-building

Organizational skills

Influencing abilities

CRM proficiency

Education

Bachelor's degree

Tools

Microsoft Office

CRM platforms

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 relationshipsMaintain 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.