Joingelt
Gelt is transforming how high-income professionals and business owners manage their taxes by turning a once-a-year burden into a year-round strategic advantage. Our clients rely on us for proactive tax planning, clarity, and outcomes that support their broader financial goals. We’re looking for a
Channel Partnerships Manager
to build a thriving ecosystem of complementary service providers who refer, co-serve, and advocate for our clients.
Role Overview You will build and scale Gelt’s partner ecosystem across professional services - RIAs/wealth managers, financial planners, bookkeeping/CFO services, payroll providers, banks/credit cards, business/QSBS/estate attorneys, retirement plan providers, brokerage platforms, appraisal and cost segregation providers, donor‑advised funds, and more. You’ll own the end‑to‑end motion,
handling inbound partner interest and running targeted outbound outreach , to source, evaluate, close, onboard, enable, and grow partners in tight coordination with
Marketing and Sales , and in close collaboration with
Client Success and the Tax Planning team . You’re both
strategic and hands‑on , eager to
lead the creation of a new revenue stream
for Gelt by building a high‑performing partner ecosystem from the ground up.
Your Responsibilities
Define partner segmentation, ideal partner profile (IPP), qualification criteria, and tiering (Referral, Strategic, Co‑Delivery).
Build the operating model: standardized agreements, compliance guardrails, data‑sharing/consent workflows, and SLAs.
Stand up scalable tooling for partner CRM, lead routing, attribution, and reporting with RevOps and Analytics.
Sourcing, Evaluation & Closing
Manage inbound:
triage website/event/referral inquiries with clear SLAs, qualify to IPP, and route to the right owner or nurture stream.
Drive outbound:
prioritize target accounts by segment/market, run a structured outreach cadence, and host intro sessions.
Structure win–win agreements (referral fees where appropriate, co‑marketing, co‑delivery scopes) with Legal/Finance.
Launch pilots with objective success criteria before tier elevation.
Onboarding & Enablement
Launch partners with playbooks: who Gelt serves, referral qualification, “when to introduce Gelt,” compliance & privacy, SLAs.
Provide assets: one‑pagers, case studies, intake checklists, warm‑intro templates, and co‑branded materials.
Train partner teams via webinars, office hours, and a resource hub; maintain a quarterly education calendar.
Co‑Marketing & Co‑Delivery
Plan joint campaigns (events, webinars, newsletter features)
with Marketing
and align partner enablement to
Sales
plays and talk tracks.
Coordinate primarily with Marketing and Sales , and partner closely with
Client Success and the Tax Planning team , to ensure smooth, high‑trust handoffs, partner‑ready campaigns, and measurable client outcomes.
Establish intro/consent flows and information‑sharing protocols to support a unified client experience.
Governance, Compliance & Quality
Maintain brand and regulatory compliance (no implied tax/legal advice beyond scope; documented consents; clear disclosures).
Monitor referral quality, close rates, and client satisfaction; run QBRs with top‑tier partners and implement corrective actions.
Manage allow/deny lists and periodic partner reviews; sunset partners that don’t meet thresholds.
What Success Looks Like
Primary KPI:
Consistent growth in
qualified partner‑sourced leads delivered to Sales , with clear attribution and conversion visibility.
A predictable
partner‑sourced pipeline
hitting monthly/quarterly targets at or below CAC thresholds.
Activated partners
producing first referrals within 30–60 days; improving referral‑to‑opportunity and opportunity‑to‑close rates; strong partner retention.
Client outcomes:
higher retention/LTV for co‑served clients; strong NPS and compliance adherence.
Clear, trusted
reporting
on sourced leads, opportunities, revenue contribution, and time‑to‑first‑referral; transparent QBRs.
What You Bring
3–5 years
in channel/strategic partnerships, business development, or ecosystem roles.
Must‑have:
Direct experience in the
financial sector , with
fintech
experience in particular.
Proven ability to
source, close, and scale
partnerships with measurable revenue impact.
Equally comfortable crafting strategy and
rolling up your sleeves
to execute (outbound, onboarding, enablement, reporting).
Strong relationship management and negotiation skills; confident running partner pipelines and QBRs.
Operational rigor: processes for lead routing, attribution, compliance, and SLAs.
Data fluency (Hubspot, Sheets/Excel; familiarity with CRM/BI) and crisp written/verbal communication.
Why Join Gelt You’ll architect the
Partner Services Ecosystem
that surrounds our clients, turning trusted relationships with RIAs, attorneys, and operators into durable value. Your work will directly shape how clients experience proactive, year‑round tax strategy alongside their broader financial goals.
Email your CV and a short cover letter indicating your passion for the position tocareers@joingelt.com
#J-18808-Ljbffr
Channel Partnerships Manager
to build a thriving ecosystem of complementary service providers who refer, co-serve, and advocate for our clients.
Role Overview You will build and scale Gelt’s partner ecosystem across professional services - RIAs/wealth managers, financial planners, bookkeeping/CFO services, payroll providers, banks/credit cards, business/QSBS/estate attorneys, retirement plan providers, brokerage platforms, appraisal and cost segregation providers, donor‑advised funds, and more. You’ll own the end‑to‑end motion,
handling inbound partner interest and running targeted outbound outreach , to source, evaluate, close, onboard, enable, and grow partners in tight coordination with
Marketing and Sales , and in close collaboration with
Client Success and the Tax Planning team . You’re both
strategic and hands‑on , eager to
lead the creation of a new revenue stream
for Gelt by building a high‑performing partner ecosystem from the ground up.
Your Responsibilities
Define partner segmentation, ideal partner profile (IPP), qualification criteria, and tiering (Referral, Strategic, Co‑Delivery).
Build the operating model: standardized agreements, compliance guardrails, data‑sharing/consent workflows, and SLAs.
Stand up scalable tooling for partner CRM, lead routing, attribution, and reporting with RevOps and Analytics.
Sourcing, Evaluation & Closing
Manage inbound:
triage website/event/referral inquiries with clear SLAs, qualify to IPP, and route to the right owner or nurture stream.
Drive outbound:
prioritize target accounts by segment/market, run a structured outreach cadence, and host intro sessions.
Structure win–win agreements (referral fees where appropriate, co‑marketing, co‑delivery scopes) with Legal/Finance.
Launch pilots with objective success criteria before tier elevation.
Onboarding & Enablement
Launch partners with playbooks: who Gelt serves, referral qualification, “when to introduce Gelt,” compliance & privacy, SLAs.
Provide assets: one‑pagers, case studies, intake checklists, warm‑intro templates, and co‑branded materials.
Train partner teams via webinars, office hours, and a resource hub; maintain a quarterly education calendar.
Co‑Marketing & Co‑Delivery
Plan joint campaigns (events, webinars, newsletter features)
with Marketing
and align partner enablement to
Sales
plays and talk tracks.
Coordinate primarily with Marketing and Sales , and partner closely with
Client Success and the Tax Planning team , to ensure smooth, high‑trust handoffs, partner‑ready campaigns, and measurable client outcomes.
Establish intro/consent flows and information‑sharing protocols to support a unified client experience.
Governance, Compliance & Quality
Maintain brand and regulatory compliance (no implied tax/legal advice beyond scope; documented consents; clear disclosures).
Monitor referral quality, close rates, and client satisfaction; run QBRs with top‑tier partners and implement corrective actions.
Manage allow/deny lists and periodic partner reviews; sunset partners that don’t meet thresholds.
What Success Looks Like
Primary KPI:
Consistent growth in
qualified partner‑sourced leads delivered to Sales , with clear attribution and conversion visibility.
A predictable
partner‑sourced pipeline
hitting monthly/quarterly targets at or below CAC thresholds.
Activated partners
producing first referrals within 30–60 days; improving referral‑to‑opportunity and opportunity‑to‑close rates; strong partner retention.
Client outcomes:
higher retention/LTV for co‑served clients; strong NPS and compliance adherence.
Clear, trusted
reporting
on sourced leads, opportunities, revenue contribution, and time‑to‑first‑referral; transparent QBRs.
What You Bring
3–5 years
in channel/strategic partnerships, business development, or ecosystem roles.
Must‑have:
Direct experience in the
financial sector , with
fintech
experience in particular.
Proven ability to
source, close, and scale
partnerships with measurable revenue impact.
Equally comfortable crafting strategy and
rolling up your sleeves
to execute (outbound, onboarding, enablement, reporting).
Strong relationship management and negotiation skills; confident running partner pipelines and QBRs.
Operational rigor: processes for lead routing, attribution, compliance, and SLAs.
Data fluency (Hubspot, Sheets/Excel; familiarity with CRM/BI) and crisp written/verbal communication.
Why Join Gelt You’ll architect the
Partner Services Ecosystem
that surrounds our clients, turning trusted relationships with RIAs, attorneys, and operators into durable value. Your work will directly shape how clients experience proactive, year‑round tax strategy alongside their broader financial goals.
Email your CV and a short cover letter indicating your passion for the position tocareers@joingelt.com
#J-18808-Ljbffr