About Gelt
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
Strategy & Infrastructure
- 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.
