VP of New Partnerships

Job not on LinkedIn

🔥 3 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🔴 Lead

💰 Account Manager

👻 Ghost score 15%

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Windsor Path

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2024

💼 Consulting

⚖️ Legal

💸 Finance

Consulting • Legal • Finance

Windsor Path is a growing ecosystem of accounting and tax firms in the U. S. that partners with local practices to provide shared resources, operational scale, and strategic support while preserving each firm’s local identity and ownership. The organization helps member firms access the capabilities of a larger platform to free partners’ time, drive growth, and create expanded opportunities for teams, aiming to build a Top-50 tax and accounting firm nationally.

📋 Description

• 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

🎯 Requirements

• 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.

🏖️ Benefits

• 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