Business Development - Financial Channel

GTM Payroll Services Inc is seeking a seasoned Business Development professional to forge and expand strategic partnerships with CPAs, accounting firms, and family offices. This onsite role in Clifton Park, NY offers a salary range of $70,000 to $100,000 per year and requires a bachelor’s degree along with at least five years of relevant experience. The position focuses on driving high-value referrals and managing partner relationships while coordinating with internal teams to deliver a seamless client experience.

Responsibilities

• Create and execute a targeted plan to grow referral partnerships with CPA firms and family offices
• Develop and manage a pipeline of current and prospective partners
• Initiate outreach via phone, email, and in-person meetings to establish new relationships
• Keep partners engaged through regular check-ins and strategic touchpoints
• Deliver CPE sessions (virtual and in-person) to educate partners about 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
• 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
• Partner with Marketing on campaigns and content tailored to the accounting audience
• Maintain accurate partner activity records in CRM systems

Requirements

• Excellent communication and relationship-building skills
• Ability to influence, consult, and overcome objections
• Strong attention to detail and organizational skills
• Ability to manage multiple priorities and partnerships simultaneously
• Proficiency with Microsoft Office and CRM platforms
• Bachelor's degree required
• 5+ years of experience in business development, partnerships, or marketing

Technologies

• Microsoft Office
• CRM platforms

Benefits

• 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

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