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Part Time Partner Development Coordinator (Part-Time, Remote, 10 hrs/week, $25/hr + bonuses)

tax referral partnersFort Wayne, IN

today

Occupations

Tax PreparersSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelPersonal Financial Advisors

Industries

Administrative Management and General Management Consulting ServicesOther Management Consulting ServicesMarketing Consulting Services
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About the role

Tax Referral Partners connects trusted business advisors with a national tax mitigation firm. We're building a network of referral partners: payroll and HR reps, fractional CFOs, CPAs, insurance brokers, business brokers, and wealth managers. They introduce their clients to a Payroll Tax Savings Program for employers, and to capital gains tax strategies for business owners and investors facing a business sale, a real estate sale, or another large gain. We're looking for an organized, phone-confident coordinator to build relationships with advisors whose clients face big tax events, and to be the first person our prospective partners talk to.
What you'll do:
  • Run personalized LinkedIn and email outreach to business brokers, M&A advisors, CPAs, commercial real estate brokers, and wealth managers whose clients are selling a business, property, or investments. In the first few months, this is the biggest part of the role.
  • Book qualified partners with our Relationship Manager
  • Call new partner applicants from our ads within one business day and run a short, structured 15-minute screen
  • Check in with new partners to help them make their first client introduction
  • Keep our CRM (GoHighLevel) clean and send a short scorecard every FridayYou'll be great at this if you
  • Have experience in recruiting, business development, inside sales, or client success. Outreach to professionals like CPAs, brokers, or financial advisors is a big plus.
  • Like talking on the phone and follow up without being reminded
  • Write clear, friendly, professional messages
  • Are comfortable learning a CRMDetailsAbout 10 flexible hours per week, mostly during business hours ET$25/hr on a 1099 contract, plus bonuses when partners you bring in make referrals
  • Paid 2-week trial to make sure it's a fit both ways
Start date: November 30To apply, answer the three questions below and include a 60-second video or voice note on why this role fits you. Tell us about a time you had to follow up with someone several times to get a result. What did you do? Write the first LinkedIn message you'd send to a business broker to start a referral relationship (under 300 characters). Also, which CRMs or outreach tools have you used? Which 10 hours of the week (days and times ET) can you reliably commit?

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JOB OVERVIEW

Experience level

Senior

Location

Fort Wayne, IN

Occupation

Tax Preparers

Industry

Administrative Management and General Management Consulting Services

Posted

today

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