Business Development Rep | Partnerships & Referral Networks

KBF ADVISORY LLC• US,

4h•$90,000 - $120,000•Remote

About The Position

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 — specifically targeting law firms, accounting firms, transaction and technical GAAP advisors, and other professional services organizations as referral and co-advisory partners. Unlike traditional BD roles focused on direct-to-business outreach or geographic territories, this position is centered entirely on channel development: identifying the right professional services partners, building trusted relationships with those firms, and positioning KBF’s specialty tax and advisory practices as the go-to resource for their clients’ complex needs. You will represent KBF at a variety of events nationally, develop a deep network within the professional services ecosystem, engage in cold and warm outreach, and serve as the connective tissue between external partners and our internal specialty practices.

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.

Nice To Haves

CPA license or tax background is a plus but not required

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’s specialty tax and advisory practices — international tax, transfer pricing, expatriate tax, R&D credit, corporate and partnership M&A advisory, technical partnership advisory, QSBS planning, Section 382 analysis, and employment tax advisory — to prospective referral partners
Translate complex technical capabilities into clear, compelling narratives for non-tax audiences (attorneys, GPs, CFOs, wealth advisors)
Collaborate with KBF marketing and practice leaders to develop collateral, case studies, events, and talking points that support partner conversations
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