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 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.
Medical/Dental/Vision, 401k, Group Term Life Insurance, Backup Dependent Care, generous PTO and Birthdays off