Channel Partner

KBF CPAS LLPIrvine, CA
48d$150,000 - $250,000Remote

About The Position

KBF is built differently. Pairing an entrepreneurial mindset combined with deep technical experience, KBF is a trusted partner and recognized tax, audit, and advisory leader, providing a comprehensive range of services designed to support our clients’ growth and expansion. Since day one, our growth has been rapid, requiring exceptional professionals who bring both technical skill and strategic vision to the table. Our culture combines the energy and flexibility of a start-up with the opportunity to develop and advance a career based on your strengths and interests. KBF is currently seeking a Channel Partner to join our Business Development team. The Channel Partner will identify, develop, and manage strategic partnerships that drive revenue growth through indirect channels. This role focuses on cultivating referral relationships with complementary service providers, including law firms, venture capital and private equity groups, specialty tax and accounting providers, and technology platforms, and ensuring these partners view KBF Advisory as their go-to resource. You will own the partner lifecycle: targeting, onboarding, enablement, joint go-to-market activities, pipeline management, and ongoing relationship success.

Requirements

  • 5+ years of experience in channel sales, strategic partnerships, business development, or related roles.
  • Experience working within professional services — accounting, tax, advisory, or legal — strongly preferred.
  • Proven success in building and scaling partner programs that generate measurable revenue outcomes.
  • Strong communication skills with the ability to influence senior stakeholders and articulate a compelling value proposition.
  • Relationship-driven mindset with excellent follow-through and service orientation.
  • Highly organized and comfortable managing multiple priorities in a dynamic environment.
  • Familiarity with CRM systems (HubSpot, Salesforce, or equivalent).
  • Individuals must be eligible to work in the U.S.

Responsibilities

  • Build and execute a channel partner strategy aligned with KBF Advisory’s growth objectives.
  • Source and qualify new strategic partners to expand client referral opportunities.
  • Act as the primary relationship owner for assigned partners, maintaining consistent communication and engagement to deepen trust and referrals.
  • Develop joint business plans and partner enablement materials to ensure alignment and mutual success.
  • Collaborate with internal stakeholders (service line leaders, marketing, business development) to activate campaigns and support partner needs.
  • Track partner pipeline performance, forecast revenue opportunities, and measure partner health.
  • Ensure seamless handoff of referred opportunities to internal service teams to optimize client experience.
  • Represent KBF Advisory at partner events, conferences, webinars, and thought leadership activities.

Benefits

  • medical
  • dental
  • 401(k)
  • pension

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

51-100 employees

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