What You'll DoDevelop and execute a targeted strategy to grow referral partnerships with CPA firms and family offices to increase referrasl to our household divisionBuild and manage a pipeline of active and prospective partnersConduct outreach via phone, email, and in-person meetings to establish new relationshipsMaintain ongoing partner engagement through regular check-ins and strategic touchpointsDeliver CPE presentations (virtual and in-person) to educate partners on GTM servicesPosition GTM as a value-added solution that enhances client offeringsProvide partners with insights, tools, and resources to better serve their clientsTrack referral activity, conversion rates, and overall channel performanceCollaborate with internal teams to ensure a seamless referral and client experienceRepresent GTM at industry events, conferences, and networking opportunitiesPartner with Marketing on campaigns and content tailored to the accounting audienceMaintain accurate partner activity records in CRM systemsWhat You BringStrong communication and relationship-building skillsAbility to influence, consult, and overcome objectionsHigh attention to detail and strong organizational skillsAbility to manage multiple priorities and partnerships simultaneouslyProficiency with Microsoft Office and CRM platformsQualificationsBachelor's degree required5+ years of experience in business development, partnerships, or marketingExperience in payroll, tax, insurance, HR, or related industries preferredExperience with consultative sales or phone-based outreach is a plusWhat Sets You ApartExecutive presence and ability to build trust with financial professionalsExperience presenting to professional audiences (CPE or similar)Strategic mindset with a focus on long-term partnership growthHigh level of professionalism and business acumenWhy Join GTM?Opportunity to build and own a high-impact partner channelCollaborative, growth-focused environmentVisibility with leadership and key industry stakeholdersCompetitive compensation and benefits packageIf you're a strategic relationship builder who can confidently engage financial professionals and drive meaningful partnerships, we'd love to hear from you. About the RoleGTM is seeking a dynamic and relationship-driven Business Development professional to build and expand strategic partnerships with CPAs, accounting firms, and family offices to drive referrals and increase conversion rates for our household division.