Channel Partnerships Manager Hybrid - NY

Gelt is transforming how high-income professionals and business owners manage their taxes by turning a once-a-year burden into a year-round strategic advantage. Our clients rely on us for proactive tax planning, clarity, and outcomes that support their broader financial goals. We’re looking for a Channel Partnerships Manager to build a thriving ecosystem of complementary service providers who refer, co-serve, and advocate for our clients.

You will build and scale Gelt’s partner ecosystem across professional services - RIAs/wealth managers, financial planners, bookkeeping/CFO services, payroll providers, banks/credit cards, business/QSBS/estate attorneys, retirement plan providers, brokerage platforms, appraisal and cost segregation providers, donor‑advised funds, and more. You’ll own the end‑to‑end motion,
handling inbound partner interest and running targeted outbound outreach
, to source, evaluate, close, onboard, enable, and grow partners in tight coordination with Marketing and Sales
, and in close collaboration with Client Success and the Tax Planning team
. You’re both strategic and hands‑on
, eager to lead the creation of a new revenue stream for Gelt by building a high‑performing partner ecosystem from the ground up.

• Define partner segmentation, ideal partner profile (IPP), qualification criteria, and tiering (Referral, Strategic, Co‑Delivery).
• Build the operating model: standardized agreements, compliance guardrails, data‑sharing/consent workflows, and SLAs.
• Stand up scalable tooling for partner CRM, lead routing, attribution, and reporting with Rev Ops and Analytics.

• Manage inbound: triage website/event/referral inquiries with clear SLAs, qualify to IPP, and route to the right owner or nurture stream.
• Drive outbound: prioritize target accounts by segment/market, run a structured outreach cadence, and host intro sessions.
• Structure win–win agreements (referral fees where appropriate, co‑marketing, co‑delivery scopes) with Legal/Finance.
• Launch pilots with objective success criteria before tier elevation.

• Launch partners with playbooks: who Gelt serves, referral qualification, “when to introduce Gelt,” compliance & privacy, SLAs.
• Provide assets: one‑pagers, case studies, intake checklists, warm‑intro templates, and co‑branded materials.
• Train partner teams via webinars, office hours, and a resource hub; maintain a quarterly education calendar.

• Plan joint campaigns (events, webinars, newsletter features)
  with Marketing and align partner enablement to Sales plays and talk tracks.
• Coordinate primarily with Marketing and Sales
  , and partner closely with Client Success and the Tax Planning team
  , to ensure smooth, high‑trust handoffs, partner‑ready campaigns, and measurable client outcomes.
• Establish intro/consent flows and information‑sharing protocols to support a unified client experience.

• Maintain brand and regulatory compliance (no implied tax/legal advice beyond scope; documented consents; clear disclosures).
• Monitor referral quality, close rates, and client satisfaction; run QBRs with top‑tier partners and implement corrective actions.
• Manage allow/deny lists and periodic partner reviews; sunset partners that don’t meet thresholds.

• Primary KPI: Consistent growth in qualified partner‑sourced leads delivered to Sales
  , with clear attribution and conversion visibility.
• A predictable partner‑sourced pipeline hitting monthly/quarterly targets at or below CAC thresholds.
• Activated partners producing first referrals within 30–60 days; improving referral‑to‑opportunity and opportunity‑to‑close rates; strong partner retention.
• Client outcomes: higher retention/LTV for co‑served clients; strong NPS and compliance adherence.
• Clear, trusted reporting on sourced leads, opportunities, revenue contribution, and time‑to‑first‑referral; transparent QBRs.

• 3–5 years in channel/strategic partnerships, business development, or ecosystem roles.
• Must‑have: Direct experience in the financial sector
  , with fintech experience in particular.
• Proven ability…