VP of New Partnerships

Windsor Path

. Own and operate Windsor Path's origination pipeline in Affinity .

Posted 9/28/2026full-timeRemote • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in M&A Origination and Business Development, with a strong focus on Pipeline Management and Deal Sourcing. Proven ability to build relationships with CPA firm owners and manage junior team members effectively.

Highest-signal resume keywords

M&A OriginationDeal SourcingPipeline ManagementCRM Systems ExperienceFinancial Literacy

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Deal Flow ManagementKPI ReportingP&L ReviewCold OutreachRelationship Building

Soft Skills

Strong CommunicationTrust BuildingMentoring

Tools & Technologies

AffinityDealCloudSalesforce

Industry Keywords

Professional Services M&ACPA Firm LandscapeSuccession PlanningConsolidator ExperienceRoll-Up Platform

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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