- Serve as the primary relationship manager for an initial portfolio of ~5 outsourced finance partner companies that we expect to grow to 10-20 over the coming months
- Build strong communication channels with partners, ensuring alignment on priorities, objectives, and performance expectations.
- Help grow the channel through targeted business development via referrals and cold outreach
- Own customer targets tied to partner-sourced opportunities, including forecasting, pipeline tracking, and achievement of monthly/annual goals.
- Help define the playbook to scale this motion across many possible partners.
- Develop and manage joint go-to-market strategies with partners to drive mutual value and accelerate customer acquisition, including scalable processes and playbooks for partner enablement, co-marketing, and referral workflows.
- Collaborate closely with internal teams (Sales, Marketing, Customer Success) to enable partners with the tools, training, and information needed to succeed.
- Monitor partner performance, report key metrics, and implement initiatives that improve outcomes for both partners and the company.
- Act as an advocate for partners internally, ensuring feedback loops for continuous improvement.
Business Development