Head of Software Partnerships

KBKG LLC•Pasadena, CA

5h•Onsite

About The Position

KBKG LLC, a specialty tax provider, empowers CPA firms to connect with their customers in a comprehensive and consultative manner. We are fast-growing, the most innovative in the industry, and named one of the Best of the Best firms by Inside Public Accounting. We help CPAs determine tax incentives that benefit their clients, and we are committed to handling each client relationship with care and diligence. Our ability to work seamlessly with CPAs is the reason so many leading firms and businesses across the nation utilize our expertise and trust KBKG with their clients. By partnering state-of-the-art technology with the best and brightest employees in the industry, we foster a culture of constant innovation and growth.

Requirements

8–15+ years of experience in one or more of the following: Partnerships/Alliances, Business Development, Strategy Sales or Corporate Development
Ability to create repeatable partnership processes, playbooks, and governance models.
Familiarity with CRM tools, partnership management platforms, or analytics dashboards.
Proven track record of negotiating and closing complex partnership agreements.
Strong commercial acumen, including understanding of revenue models, joint go-to-market motions, contract structures, incentives, and deal economics
Ability to design and execute a partnership strategy aligned with company goals (revenue growth, market expansion, product adoption).
Experience identifying, evaluating, and prioritizing strategic partners (commercial, technology, channel, or ecosystem partners).

Responsibilities

Create strategic alliances, channel/platform partnerships, affiliate marketing program leadership, and partner-informed product/market execution.
Work closely with CEO, Chairman & CSO and executive leadership, Sales, Marketing, Product Development, Legal/Finance, and Product Management.
Build the strategic partner thesis and target list across platforms, marketplaces, CPA-adjacent ecosystems, STR and real estate technology providers, investor tools, and data partners.
Lead outreach, discovery, qualification, and business case development for each partnership opportunity.
Represent KBKG credibly with external CEOs, COOs, CMOs, GMs, and other senior leaders at prospective partner organizations to co-architect high-value commercial relationships.
Lead negotiations end-to-end across referral, affiliate, revenue-share, marketplace, co-selling, embedded, and white-label partnership models, including commercial and operational terms.
Coordinate internal stakeholders to move partnerships from concept to agreement to launch.
Design and institutionalize a repeatable partnership program, including partner tiers, economics, enablement standards, governance, reporting, and review cadence.
Own or oversee the affiliate marketing program as a strategic revenue channel, including partner recruitment, activation, incentive design, performance management, and optimization.
Ensure the affiliate motion is aligned with the broader alliance strategy, demand generation efforts, and software revenue goals.
Respond to all existing partner and affiliate inquiries about their program within 24 hours, including but not limited to, questions about tracking codes and links, policies, payments, enablement etc.
Create partner onboarding and enablement materials, including positioning, pitch assets, pricing guidance, demo flows, FAQs, lead handoff processes, and partner playbooks.
Execute joint go-to-market plans such as webinars, marketplace listings, landing pages, email swaps, events, and content collaborations.
Establish operating rhythms with partners and internal teams, including pipeline reviews, enablement sessions, quarterly business reviews, and performance checkpoints.
Serve as a key strategic bridge between KBKG leadership team and Product Management to ensure the company’s product vision is being translated into market-ready execution as it’s being pushed to development.
Act as a key contributor to, and where appropriate supervisor or dotted-line leader of, the Product Manager responsible for partnership-related solutions and product-market execution.
Bring a strong product marketing perspective into roadmap discussions so partner feedback, customer needs, packaging, positioning, and launch readiness are reflected in product priorities.
Own partner KPIs, including partner-sourced pipeline, affiliate-sourced pipeline, closed revenue, activation rates, conversion rates, velocity, and overall channel contribution.
Implement tracking and attribution processes, including CRM hygiene, dashboards, scorecards, and closed-loop reporting.
Continuously refine program levers such as incentives, enablement, messaging, workflow, and partner economics to maximize growth and efficiency.