PeopleWorX · 3 months ago
Partnerships & Referral Growth Leader
United States
Full-time
Remote
Senior Level, Lead/Staff, Director/Executive
8+ years expPeopleWorX is seeking a senior-level Partnerships & Referral Growth Leader to design, launch, and scale their partner referral ecosystem. The role focuses on building structured partnerships with brokers, CPAs, banks, and business associations to generate consistent new client opportunities for the sales team.
AccountingBookkeeping and PayrollEmployee BenefitsHuman Resources
Responsibilities
Develop and launch a formal Partner Referral Program (tiers, incentives, comms, tracking)
Define what constitutes an active partner and establish measurable KPIs
Document processes, playbooks, and engagement models that can scale
Recruit, onboard, and manage referral partners (benefits brokers, CPAs, associations, etc)
Build and maintain strong partner relationships through consistent outreach, events, and co-marketing
Serve as the primary relationship manager - sales reps handle closing, you handle partner success
Provide partners with tools that make them look good: referral forms, co-branded flyers, FAQs, and training
Deliver a steady flow of qualified referrals into the sales team's pipeline
Track referral activity, close rates, and revenue influenced
Own partner activity KPIs (onboarded partners, active partners, referral volume)
Collaborate with sales leadership to measure conversion from referrals to closed clients
Report regularly on pipeline impact and ROI of partnerships
Launch a structured referral program with documented framework and partner toolkit
25–30 partners onboarded, with 10–12 active referral partners
Generate 30–50 referrals, leading to 15–25 net new clients (~$60K–$100K annual recurring revenue)
Produce a Partner Program Playbook and train internal staff to support it
Establish engagement rhythm (quarterly updates, recognition, events)
Qualification
Required
8–12+ years in partnerships, channel sales, or business development, ideally in payroll, HR, benefits, insurance, or financial services
Proven ability to build and scale referral or partner programs - not just manage accounts
Strong relationship-building and communication skills with trusted advisors (CPAs, brokers)
Entrepreneurial mindset - thrives in a smaller company environment
Data-driven, organized, and able to track performance through CRM and reporting
Benefits
Health insurance
PTO
401k
Company
PeopleWorX
PeopleWorX is a Payroll, HR, and Employee Benefits company that offers various services such as total payroll and tax processing, pay-as-you-go workers' compensation, ACA strategic planning and administration, employee on-boarding, and much more.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jonathan Pocius
Founder & President
Company data provided by crunchbase