Partner Experience Expert

BEFORE YOU READ THE JOB DESCRIPTION Our number one company value is Family First. We put that in writing in 2010, before it was popular, before remote work was mainstream, and before anyone was talking about work-life balance. It is not a tagline. It is the compass we use to make every decision, hire every person, and build every team. This role was designed for someone who has built real professional skills, who knows how to build and sustain relationships with accomplished people, and who has made a deliberate choice to structure their work around what matters most to them. Whether that is school pickup, a family schedule, or simply the freedom to work on your terms, we get it. We built this company that way on purpose. If that resonates with you, keep reading. WHO WE ARE Turning Point HCM is a fractional HR firm based on a simple idea: small and mid-sized business owners deserve access to the same quality of HR expertise that large corporations have, without the full-time cost. We have been doing this since 2010. In that time we have served more than 2,500 businesses across 65 industries in 49 states. Every single one of those clients came from a referral. Not one from advertising. Not one from cold outreach. Every client from a trusted advisor who believed in us enough to stake their own professional reputation on the recommendation. That is the model. And it works because of relationships. Our team is made up of HR professionals with PHRs, master's degrees, and JDs who have an average tenure of nearly 8 years with us. We are not a revolving door. We are a team that believes in doing great work, taking care of each other, and going home at the end of the day. Our five company values, agreed upon in 2010 and unchanged since: Family First Growth is the only option Freedom to manage your way in a changing environment Can-do, self-reliant attitude Capitalize on individual talents and behavioral styles If you read those and think "that sounds like me," you are probably the right person for this role. THE ROLE Title: Partner Experience Expert Type: Part-Time, Remote Compensation: up to $40.00 per hour Hours: 15 to 20 hours per week, flexible scheduling Location: Fully remote, you work from wherever works for you This is a relationship role. Pure and simple. Rick Maher, our founder, attends professional networking meetings through ProVisors, a national network of 11,000 elite trusted advisors including CPAs, M&A advisors, investment bankers, fractional CFOs, wealth managers, employment attorneys, and business coaches. He makes the initial connection. Our HubSpot system automatically schedules the 30-minute follow-up meeting. You show up for that meeting. And every meeting after it. Your job is to make every one of those professionals feel like their relationship with Turning Point HCM is one of the most valuable in their professional network. Not because you sold them something. Because you genuinely listened, followed through, and showed up consistently over time. When that happens, they refer their clients to us. That is the entire business model. And you are the person who makes it scale. No cold calling. No prospecting. No selling. Your calendar is filled for you. WHAT YOU WILL DO Relationship Management Conduct approximately 500 HubSpot-scheduled 30-minute partner meetings per year, roughly 10 per week Build and sustain genuine professional relationships with CPAs, M&A advisors, fractional CFOs, wealth managers, employment attorneys, and business coaches Use Rick's proven 4-question meeting framework to guide every conversation with curiosity and care Generate a minimum of 7 tracked referral introductions per month by being someone partners genuinely want to help Follow-Through and Documentation Log a detailed, structured call note in HubSpot the same day as every meeting, no exceptions Use Orchestraight, our proprietary AI system, to generate a DISC-profiled follow-up email after every call, sent the same day Enroll every partner in the correct HubSpot nurture workflow within 24 hours of each meeting Surface partner intelligence, insights, and at-risk relationships to Rick in weekly check-ins Partner Onboarding Guide new partners through the Turning Point ecosystem, referral process, and 10% referral fee structure in their first 30 days Set clear, honest expectations for what the relationship looks like over time Reciprocity Come to every meeting prepared to give, not just receive Maintain an awareness of who in the Turning Point and ProVisors network might be a valuable connection for each partner Make introductions when you see the opportunity, because relationships are built on generosity WHAT A TYPICAL WEEK LOOKS LIKE Monday: Review your 10 scheduled calls for the week in HubSpot. Spend 10 minutes preparing for each one. Check notes from prior meetings, review each partner's referral history, identify one thing you can offer each person. Tuesday through Thursday: Conduct 2 to 3 partner calls per day. After each call, retrieve the Gemini notes from Google Meet, identify the partner's DISC profile by title, generate the follow-up email in Orchestraight, send it same day from Rick's email with yourself CC'd, log the structured HubSpot note, update all contact properties, and enroll the partner in the correct workflow. This takes about 20 minutes per call after you are up to speed. Friday: Review the week's KPIs. Complete your weekly scorecard. Send it to Rick before your 30-minute Friday check-in. Flag anything that needs his attention. That is it. 15 to 20 hours. Done on your schedule. With full autonomy over how you manage your time within those boundaries. WHAT YOU WILL NOT DO We want to be clear about what this role is not, because we think that matters. You will not cold call anyone You will not prospect for new contacts You will not sell or close deals (Rick does that) You will not schedule your own meetings (HubSpot automation does that) You will not be asked to work evenings or weekends You will not be micromanaged What we will ask of you is this: when you are on, be fully on. Every call logged. Every follow-up sent. Every commitment is honored. The 15 to 20 hours this role requires should be your best 15 to 20 hours, not your leftover ones. WHO YOU ARE You do not need a specific degree or a specific job title in your past. You need the right set of qualities, and you will know if you have them. You are a natural relationship builder. You remember details about people. You follow through without being asked. You make people feel genuinely heard in a conversation. You know how to be warm and professional at the same time. And you get genuine satisfaction from being the person someone can count on. You are organized and self-directed. You can manage 10 meetings per week, log your notes, send your emails, and update your CRM without someone standing over your shoulder. You do not need to remind to do things twice. You take ownership of your work the same way you take ownership of everything else in your life. You are comfortable in high-trust professional environments. The people you will be talking to are CPAs, investment bankers, attorneys, and fractional executives. You do not need to impress them. You just need to be real, prepared, and consistent. They will respond to that. You are adaptable and curious. You will learn a new system (HubSpot), a new AI tool (Orchestraight), and a new meeting framework. None of it is complicated. All of it is learnable. What we need is someone who approaches new things with a can-do attitude rather than hesitation. You value flexibility as much as we do. You want work that fits around your life, not the other way around. You have figured out that the right part‑time role with the right company is worth more than a full‑time role that costs you everything else. EXPERIENCE WE ARE LOOKING FOR Preferred (but not required to have all of these): 3 or more years in account management, customer success, client relations, or professional services Experience working alongside or with corporate advisors such as CPAs, attorneys, or financial professionals Familiarity with HubSpot CRM or a similar platform Experience in a role that required consistent, high-volume relationship maintenance Background in a field where trust and follow-through were the primary currency What we care about more than your resume: Can you build a genuine relationship with a senior professional over a 30-minute video call? Can you log a detailed, accurate note the same day, every day, without cutting corners? Can you run 10 calls per week and still bring genuine energy to call number 10? Can you handle a partner who is frustrated or disengaged without taking it personally or avoiding the conversation? If the answer to all four of those is yes, we want to hear from you. We are looking for documentation discipline, communication warmth, and genuine strategic awareness. You will know immediately whether this is the kind of work you find satisfying or draining. Either answer is useful information, for both of us. WHY THIS ROLE. WHY NOW. We have spent 17 years building one of the most valuable referral networks in the fractional HR space. 12,000 professional advisors who know our name, trust our work, and have the clients we want to serve. Rick has been the sole person maintaining those relationships. That model has taken us to $1M in annual revenue. It will not take us to $3M. Not because the network is not there. But because one person can only be in so many places. This role is the first step in changing that. The first move in a 4-year plan to build a business that grows without requiring the founder to be in every meeting. You will not be a cog in a machine. You will be the person who activates 17 years of relationship equity and turns it into the next phase of this company's growth. If you are someone who wants meaningful, flexible work that respects your life and trusts you to do it well, we built this role for you. #J-18808-Ljbffr