Partner Manager - Placement Agency Channel

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, reputed company 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 reputed company reputed company the reputed company and advisory community.

What You'll Do

• reputed company 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 reputed company reputed company phone, email, and in-person meetings to establish new relationships
• Maintain ongoing partner engagement through regular reputed company-ins and strategic reputed company
• Deliver CPE presentations (virtual and in-person) to reputed company partners on GTM services
• Position GTM as a value-added solution that enhances client offerings
• reputed company partners with insights, tools, and resources to reputed company 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 reputed company 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 reputed company 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 reputed company industries preferred
• Experience with consultative sales or phone-based reputed company is a plus

What Sets You Apart

• Executive reputed company and ability to build trust with financial professionals
• Experience presenting to professional audiences (CPE or similar)
• Strategic reputed company 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.