Business Development - Financial Channel

GTM Payroll Services Inc is seeking a results-driven Business Development professional to expand strategic partnerships with CPAs, accounting firms, and family offices, driving high-value referrals and managing partner relationships. This on-site role in Clifton Park, NY offers the opportunity to shape a growing financial channel within a collaborative, growth-focused team.

Responsibilities

• Create and execute a targeted plan to grow referral partnerships with CPA firms and family offices.
• Develop and manage a robust pipeline of active and prospective partners.
• Initiate outreach via phone, email, and in-person meetings to establish new relationships.
• Sustain ongoing partner engagement through regular check-ins and strategic touchpoints.
• Lead CPE presentations (virtual and in-person) to educate partners about GTM services.
• Position GTM as a value-enhancing solution that strengthens client offerings.
• Provide partners with insights, tools, and resources to better serve their clients.
• Monitor 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.
• Coordinate with Marketing on campaigns and content tailored to the accounting audience.
• Maintain accurate partner activity records in CRM systems.

Requirements

• Excellent communication and relationship-management skills.
• Ability to influence, consult, and overcome objections.
• Meticulous attention to detail with strong organizational skills.
• Capacity to manage multiple priorities and partnerships concurrently.
• Proficiency with Microsoft Office and CRM platforms.
• Bachelor's degree is required.
• Minimum of 5 years of experience in business development, partnerships, or marketing.

Technologies

• Microsoft Office
• CRM platforms

Benefits

• Opportunity to develop and lead a high-impact partner channel.
• A collaborative, growth-oriented work environment.
• Visibility with leadership and key industry stakeholders.
• Competitive compensation and benefits package.

What Sets You Apart

• Executive presence and the ability to build trust with financial professionals.
• Experience delivering presentations to professional audiences (CPE or equivalent).
• Strategic thinker focused on long-term partnership growth.
• High level of professionalism and business acumen.

Why Join GTM

• Opportunity to build and lead a high-impact partner channel.
• Collaborative, growth-driven culture.
• Exposure to leadership and key industry stakeholders.
• Competitive pay and benefits package.