Partner Education Finance Jobs

1 job found

2mo ago

Business Development - Financial Channel

GTM Payroll Services Inc Clifton Park, NY

Clifton Park, NY

2mo ago Closed

$70k - $100k/yr Full time Account Management B2B Business Development

This position is no longer accepting applications (closed Jun 26, 2026).

Job Description

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.

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