Purpose of your Role

We are seeking a commercially focused Senior Partnerships Manager to own the retention and growth of a portfolio of partners across employee benefits and member benefits ecosystems.

In this role, you will manage an established book of referral partners across employers, HR and benefits platforms, stock plan administrators, global mobility teams, and member-based organizations (associations, networks, and platforms).

These partnerships position OFX as a financial service benefit embedded within broader ecosystems, supporting individuals with cross-border financial needs.

You will execute structured account plans, run QBRs, drive partner engagement, and activate growth initiatives while also expanding the channel through new partnerships.

This role requires strong account management discipline, revenue ownership, and cross-functional execution to deliver consistent, scalable growth.

Job Description

Account Management & Growth

• Own and manage a portfolio of consumer alliance partners, with accountability for retention and revenue growth
• Build, maintain, and execute structured account plans with clear targets, actions, and ownership
• Conduct QBRs with key partners, presenting insights, performance trends, and growth recommendations
• Develop a deep understanding of partner organizations, employee/member populations, and cross-border financial needs
• Identify and activate referral growth opportunities across partner ecosystems
• Launch targeted promotional and engagement initiatives to drive adoption within OFX's ICP
• Identify opportunities for OFX to participate in benefits programs, events, and internal engagement initiatives
• Strengthen OFX brand presence within partner ecosystems through coordinated marketing and internal promotion
• Optimize onboarding, enablement, and ongoing partner engagement

Channel Expansion

• Identify and pursue new partnerships across both member-based ecosystems
• Build relationships with stakeholders across:
  • HR and Benefits teams
  • Membership organizations and associations
  • HR tech and benefits platforms
  • Stock plan administration and global mobility providers
  • Property and real estate
  • Position OFX as a value-added financial benefit within partner ecosystems
  • Lead end-to-end partner onboarding from commercial alignment through activation

Performance, Reporting & Governance

• Own partner performance tracking (referrals, conversion, activation, revenue)
• Deliver accurate commission reporting, performance summaries, and monthly RCTIs
• Maintain disciplined partner documentation, governance, and activity tracking in Salesforce
• Surface data-driven insights in partnership with Sales Operations and Data teams
• Identify risks early (declining referrals, conversion gaps, engagement issues) and intervene proactively

Cross-functional Collaboration

• Partner with Client Dealing teams to improve referral conversion, activation, and retention
• Work with Marketing to develop partner-specific campaigns, collateral, and go-to-market motions
• Engage Sales Operations to refine reporting, dashboards, and partner-level KPIs
• Coordinate with Finance on commissions, contract compliance, and payout governance
• Align with Legal and Compliance on partner agreements and regulatory requirements

Qualifications

• Experience: 5+ years of experience managing B2B and B2C partnerships in financial services, payments, or FX, with exposure to referral-driven ecosystems such as employee or member benefits
• Channel familiarity: Experience in employee benefits and/or member-based distribution models is strongly preferred
• Industry understanding: Strong understanding of consumer FX, cross-border payments, and the dynamics of international money movement is highly preferred. Familiarity with high-value transactions and HNWI client segments is a strong advantage
• Account management discipline: Proven ability to execute structured account plans, conduct QBRs, and drive partner engagement
• Revenue ownership: Track record of retaining and growing revenue across an existing partner portfolio while developing new partnerships
• Operational rigor: Strong attention to detail across CRM hygiene, reporting, commissions workflows, and partner governance
• Analytical capability: Ability to interpret performance data, funnel health, and referral quality to identify opportunities and risks
• Communication & stakeholder management: Confident communicator capable of engaging senior partner stakeholders and influencing outcomes
• Execution focus: Highly organized and accountable, able to manage multiple partners and initiatives simultaneously
• Cross-functional collaboration: Effective operator across Sales, Marketing, Data, Operations, and Finance
• Travel: Willingness to travel for partner meetings, events, and key engagements

The salary range for this position is $100,000.00 - $120,000.00 USD. Exact salary offered will be dependent on multiple factors including level of experience, job-related knowledge, skills, work location, etc. In addition to base salary, this role may be eligible for a variable bonus and/or commission. As part of the compensation package, benefits are also offered for all full-time roles and part-time roles working a minimum of 24 hours a week.

We also offer a flexible hybrid working model where employees typically work 1-2 days from our San Francisco office.

Additional Information

Videos To Watch
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