Business Development Representative – Partnerships, Referral Networks

KBF CPAs

Business Development Representative focused on developing partnerships and referral networks for a tax advisory firm. Engaging with law firms, CPA firms, and other professional services organizations.

Posted 7/15/2026full-timeRemote • 🇺🇸 United StatesSeniorLead💰 $90,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in business development and partner/channel sales within professional services, with a strong understanding of specialty tax concepts and proficiency in CRM platforms. Capable of building and managing referral networks and executing strategic partnerships to drive revenue growth.

Highest-signal resume keywords

Business DevelopmentPartner/Channel SalesSpecialty Tax ConceptsCRM ProficiencyRelationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business DevelopmentPartner/Channel SalesRelationship ManagementSpecialty Tax Concepts

Tools & Technologies

SalesforceHubSpot

Industry Keywords

Professional ServicesReferral NetworksPartnership AgreementsVenture-BackedHigh-Growth Company Ecosystem

About the role

Key responsibilities & impact

Build partnerships and referral networks with professional services firms
Execute a national channel partner strategy targeting law firms, CPA firms, and other professional services organizations
Identify, qualify, and onboard new referral partners
Develop and negotiate partnership/referral agreements
Represent KBF’s specialty tax and advisory practices to prospective referral partners
Track partner pipeline activity, referral volume, and revenue impact

Requirements

What you’ll need

Bachelor’s degree in Business, Finance, Accounting, or related field preferred
Must be eligible to work in the U.S.
7+ years of experience in business development, partner/channel sales, or relationship management within professional services
Familiarity with the venture-backed / startup / high-growth company ecosystem and the advisors who serve it
Strong understanding of specialty tax concepts
Proficiency with CRM platforms (Salesforce, HubSpot, etc.)

Benefits

Comp & perks

Medical
Dental
401(k)
Pension
Equity programs
Professional growth and advancement opportunities