Part Time Partner Development Coordinator (Part-Time, Remote, 10 hrs/week, $25/hr + bonuses)
Tax Referral Partners
- Remote job
Job Description
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 Friday
You'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 CRM
Details
- About 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 30
To 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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