Business Development Rep | Partnerships & Referral Networks

About the role

KBF is seeking a Business Development Representative to build our partnerships and referral networks with our professional services firms. This role is purpose-built for someone who thrives in a relationship-driven, consultative environment.

Responsibilities

• Execute a national channel partner strategy targeting law firms, CPA firms, family offices, transaction and technical GAAP advisors, and other professional services organizations
• Identify, qualify, and onboard new referral partners who serve high-growth, venture-backed, or founder-led businesses that align with KBF’s specialty tax and advisory capabilities
• Serve as the primary relationship owner for assigned partners, maintaining consistent engagement to deepen trust and drive referral activity
• Develop and negotiate partnership/referral agreements (Co-marketing, fee-sharing when appropriate, etc)
• Develop joint business plans and partner enablement materials that clearly articulate KBF’s value proposition and specialty service offerings
• Represent KBF at national industry trade events, conferences, and association meetings relevant to the professional services and venture/startup ecosystem
• Build visibility and credibility for KBF’s specialty practices within targeted professional communities
• Identify sponsorship, speaking, and thought leadership opportunities that support the channel strategy
• Track partner pipeline activity, referral volume, and revenue impact within Salesforce and other GTM tools like HubSpot and Apollo
• Coordinate seamless handoff of referred opportunities to the appropriate internal service teams
• Provide regular market feedback and competitive intelligence to practice leaders and firm leadership

Requirements

• Bachelor’s degree in Business, Finance, Accounting, or related field preferred
• Must be eligible to work in the U.S. — this is a fully remote, nationally-focused role
• 7+ years of experience in business development, partner/channel sales, or relationship management within professional services — ideally accounting, legal, consulting, financial advisory, or adjacent fields
• Demonstrated ability to build and sustain referral relationships with professional organizations like law firms, CPA firms, or wealth management organizations
• Familiarity with the venture-backed / startup / high-growth company ecosystem and the advisors who serve it
• Strong understanding of specialty tax concepts, with the ability to speak credibly with sophisticated partners; CPA license or tax background is a plus but not required
• Executive presence with the ability to engage senior partners, GPs, and practice leaders
• Self-directed and comfortable operating without a defined geographic territory or traditional sales structure
• Proficiency with CRM platforms (Salesforce, HubSpot, etc.) and strong pipeline discipline
• Ability to travel nationally, approximately 25–33%, primarily for events and partner visits
• Relationship-driven mindset with excellent follow-through and service orientation
• Highly organized and comfortable managing multiple priorities in a dynamic environment

Benefits

At KBF Advisory, we offer a comprehensive range of quality benefits, including medical, dental, 401(k), pension, and equity programs, along with a clear path for professional growth and advancement. On-target earnings (OTE) are $150K+.