Strategic Partnerships Manager

About the position

ROLE OVERVIEW
Reports To: Global Head of Partnerships

The Strategic Partnerships Manager will play a key role in executing ourlcient's global partnership strategy, focusing on the acquisition, activation, and management of referral and strategic partners. In addition, the role also includes the ownership of the partnerships and sales processes pertaining to one of their newest product offerings, claims monetization. This position is essential for driving partner-generated revenue, enhancing their market presence, and optimising the long-term success of its partnership's ecosystem. Working closely with the Global Head of Partnerships and the Head of Claims Monetization, this
role will have a significant impact on achieving the 2026 partnership objectives, contributing to pipeline generation, deal closures, new partner acquisition, and market engagement through partners.

KEY RESPONSIBILITIES
1. Expanding the Partnership-Generated Pipeline
(KPI: Generate new referral-based opportunities and onboarding new partners from focus list of target partners)
o Develop and activate new referral channels to ensure a consistent flow of high-quality partner-introduced
opportunities.
o Prospecting, cold calling, and outreach to potential partners on our focus list as well as management of the
partner deal through all sales stages to secure additional partners.
o Overall channel management with existing partners to strengthen relationships and drive more introductions
and referrals.
o Monitor and report on the referral pipeline, ensuring smooth progression of opportunities through internal
teams.

• Driving Partner-Influenced Revenue Growth
  (KPI: Support enterprise-signed partner deals)
  o Collaborate with sales and client teams to convert partner-referred opportunities into signed deals.
  o Provide partners with the right tools, insights, and messaging to reinforce the company's value proposition. This includes running training sessions, creating presentations, and case studies.
  o Identify and address roadblocks in deal flow with internal teams to resolve proactively.
  o Drive engagement with high-priority partners to accelerate deal conversion rates.
• Acquiring & Onboarding Strategic Partners
  (KPI: Source and sign new key partners: Custodian Fund Admins, Consultants, and Other Focus Partners)

STRATEGIC PARTNERSHIP MANAGER

o Identify and build relationships with new strategic partners aligned with the growth strategy. Focus
Partners include but are not limited to Fund Admins, Investment Consultants, Brand Ambassadors,
Management Companies, Trustees, Fund Liquidation Specialists and Custodians.
o Support the end-to-end onboarding process for new partners, from initial engagement to activation.
o Ensure all new partners have tailored engagement plans and a clear path to value creation.

• Enhancing Partner Engagement & Market Activation
  (KPI: Press releases, joint webinars, and other marketing campaigns with existing and new partners)
  o Work with the marketing team to drive impactful partner announcements and brand visibility.
  o Develop and execute joint webinars with key partners to boost industry engagement.
  o Regularly engage with partners to maximize co-marketing and collaboration opportunities.
• Ownership of partnerships and sales processes pertaining to Claims Monetization
  (KPI: Revenue generated, and number of claim monetization deals closed)
  o Own the end-to-end partnership engagement process and deal flow generation for the product.
  o Manage relationships for all Claim Monetization partners and customers.
  o Get involved in the Claim Monetization sales processes, managing client communications and taking ownership of potential deals.
  o Provide partners and clients with the right tools, insights, and messaging to reinforce the Claims Monetization value proposition. This includes creating proposals and presentations and hosting webinars.
  o Collaborate with numerous internal teams to effectively manage the Claims Monetization front office.
• Strategic Reporting & Partner Performance Analysis
  (KPI: Clear improvement to reporting processes and dashboards)
  o Monitor and report on key metrics for partner-driven pipeline, revenue, and engagement.
  o Provide actionable insights to optimize the partnership strategy based on data and feedback.
  o Maintain a comprehensive partner performance dashboard to track progress toward 2026 targets.

Additional Responsibilities

• CRM Reporting & Forecasting: Manage all CRM reporting for partner activities, ensuring accurate data collection and actionable insights.
  Partner Commission Calculations & Payments: Manage commission structures, ensuring accurate and timely commission payments for all partners

REQUIRED SKILLS & ATTRIBUTES

• 2-3 years of experience in a similar role or front office environment including sales/partner/client success functions.
• Excellent interpersonal and communication abilities, with a knack for influencing stakeholders.
• Strong problem-solving and project management skills with a demonstrated ability to deliver measurable results.
• Familiarity with withholding tax recovery processes is a plus.
• Familiarity with Salesforce is a plus.

BACKGROUND & EDUCATION

• BCom in Accounting, Finance, or equivalent. CA/equivalent
• A keen interest in the financial services industry and capital markets

Desired Skills:

• BCom
• CA
• Tax
• Sales
• client success
• Salesforce
• CRM

Desired Qualification Level:

• Degree