VP of New Partnerships

🕒 Setembro 28

🇺🇸 Estados Unidos – Remoto (EUA)

⏰ Tempo Integral

🔴 Especialista

💰 Gerente de Contas

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Windsor Path

1 - 10 funcionários

Fundada em 2024

💼 Consultoria

⚖️ Jurídico

💸 Finanças

Consulting • Legal • Finance

Windsor Path é um ecossistema crescente de firmas de contabilidade e tributação nos EUA que faz parcerias com práticas locais para fornecer recursos compartilhados, escala operacional e suporte estratégico, ao mesmo tempo em que preserva a identidade e a propriedade local de cada firma. A organização ajuda as firmas associadas a acessarem as capacidades de uma plataforma maior, liberando tempo dos sócios, impulsionando o crescimento e criando oportunidades ampliadas para as equipes, com o objetivo de construir uma firma de contabilidade e tributação entre as 50 melhores do país.

Descrição

• Own and operate Windsor Path's origination pipeline in Affinity • Manage external BDR firms sourcing proprietary deal flow and hold them accountable to volume and quality standards • Execute multi-channel proprietary outreach through calls, email, LinkedIn, and conferences • Qualify targets against Windsor Path's investment criteria and prioritize the pipeline • Maintain pipeline hygiene, reporting, and weekly KPI delivery • Lead introductory calls and early-stage conversations with firm owners and partners • Build trust and communicate Windsor Path's value proposition to CPA firm owners • Coordinate NDA execution and collection of preliminary financial data • Organize preliminary financials into a standardized format for handoff to the deal execution team • Support the deal team in advancing qualified opportunities through the LOI process • Manage and develop a junior Business Development Associate • Set outreach cadence, messaging strategy, and activity targets for the BDR function • Build repeatable processes and playbooks as the team grows • Represent Windsor Path in the market with integrity, discretion, and professionalism • Track competitive dynamics, including acquirers, multiples, and Windsor Path's positioning • Develop and maintain relationships with brokers, intermediaries, and industry contacts

🎯 Requisitos

• 4-7 years of experience in M&A origination, business development, or corporate development at a consolidator, roll-up platform, PE-backed portfolio company, or M&A advisory firm • Demonstrated track record of sourcing deals that advanced to LOI or close; specific numbers required • Experience with CRM systems such as Affinity, DealCloud, Salesforce, or similar • Strong understanding of pipeline management discipline • Comfort with cold outreach and relationship-building with business owners who may not be in an active sale process • Financial literacy sufficient to review a P&L, identify key metrics, and organize preliminary financial data • Strong written and verbal communication • Preferred: experience in professional services M&A, particularly accounting, tax, or advisory firms • Preferred: experience managing or mentoring junior BD team members • Preferred: familiarity with the CPA firm landscape, including firm structures, owner priorities, and succession-planning transaction dynamics • Preferred: prior experience at a consolidator or roll-up platform • Applicants must be authorized to work for any employer in the U.S.

🏖️ Benefícios

• Competitive base salary with meaningful performance-based bonus • Equity incentive units in Windsor Path • Full benefits (health insurance, etc.) • A seat at the table in a high-growth platform at an early stage, with real ownership and influence over how the function is built • Long-term capital partners who are not managing to a fund timeline

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