VP of New Partnerships

This is a fully remote position, open to applicants in United States.

📋 Description

• Take charge of Windsor Path's origination pipeline utilizing Affinity.

• Oversee external BDR firms responsible for generating proprietary deal flow, ensuring they meet volume and quality benchmarks.

• Implement multi-channel outreach strategies, including calls, emails, LinkedIn, and conferences.

• Evaluate targets based on Windsor Path's investment criteria and prioritize the deal pipeline accordingly.

• Ensure pipeline hygiene, accurate reporting, and deliver weekly KPIs.

• Lead initial calls and discussions with firm owners and partners.

• Establish trust and effectively communicate Windsor Path's value proposition to CPA firm owners.

• Facilitate the execution of NDAs and the collection of initial financial data.

• Standardize preliminary financials for seamless handoff to the deal execution team.

• Assist the deal team in progressing qualified opportunities through the LOI stage.

• Mentor and manage a junior Business Development Associate.

• Define outreach cadence, messaging strategies, and activity goals for the BDR team.

• Develop repeatable processes and playbooks as the team expands.

• Represent Windsor Path in the market with integrity, discretion, and professionalism.

• Monitor competitive dynamics, including acquirers, multiples, and Windsor Path's market positioning.

• Cultivate and maintain relationships with brokers, intermediaries, and industry contacts.

⛳️ Requirements

• 4-7 years of experience in M&A origination, business development, or corporate development within a consolidator, roll-up platform, PE-backed portfolio company, or M&A advisory firm.

• Proven success in sourcing deals that progressed to LOI or closure; specific metrics required.

• Familiarity with CRM systems such as Affinity, DealCloud, Salesforce, or similar platforms.

• Strong grasp of pipeline management principles.

• Comfortable with cold outreach and building relationships with business owners not actively in a sale process.

• Financial literacy to review P&L statements, identify key metrics, and organize initial financial data.

• Excellent written and verbal communication skills.

• Preferred: experience in professional services M&A, especially in accounting, tax, or advisory firms.

• Preferred: experience in managing or mentoring junior BD team members.

• Preferred: understanding of the CPA firm landscape, including firm structures, owner priorities, and succession-planning transaction dynamics.

• Preferred: previous experience at a consolidator or roll-up platform.

• Applicants must have authorization to work for any employer in the U.S.

🏝️ Benefits

• Competitive base salary with a significant performance-based bonus.

• Equity incentive units in Windsor Path.

• Comprehensive benefits package (health insurance, etc.).

• An influential role in a high-growth platform at an early stage, with real ownership over the development of the function.

• Long-term capital partners who are not bound by a fund timeline.