Strategic Partnership Development Manager

6 days ago

New York, New York, United States Pontera Full time
Pontera: Revolutionizing the Financial Services Industry

At Pontera, we are on a mission to empower individuals to retire with greater security. Our cutting-edge software platform enables retirement savers to receive expert guidance from their trusted financial advisors.

About the Role

We are seeking a highly skilled Senior Strategic Relationship Manager (SRM) to join our team. As an SRM, you will be responsible for building and maintaining key relationships with Enterprise partners. Your primary objective will be to drive revenue growth through strategic partnerships, channel sales, and outbound sales strategies.

This is an exciting opportunity to join a fast-growing startup that is poised to revolutionize the FinTech industry. You will have a significant impact on our company's success and contribute to shaping the future of our business.

Responsibilities:
  • Relationship Building: Establish and maintain strong relationships with C-level executives and senior decision-makers at partner firms, fostering trust and collaboration.
  • Business Development: Identify opportunities to expand our business and deepen relationships with Enterprise partners, driving revenue growth through strategic partnerships.
  • Cross-Functional Collaboration: Work closely with Sales, Marketing, Product, and Customer Success teams to develop and execute onboarding strategies with large enterprise clients.
  • Account Management: Develop and refine partner firm launch programs, creating customized training programs, assets, and activities to support client success.
  • Market Research: Conduct thorough market research to map complex partner organizations, developing deep expertise of their inner workings to drive value for our customers and revenue for our business.
  • Communication Skills: Leverage templated resources to create custom account-based marketing strategies and materials, effectively communicating with key partners.
  • Customer Support: Provide timely support to customers regarding technical integrations and potential platform issues, ensuring seamless experiences.
  • KPI Tracking: Set partner KPIs, monitor progress, and report on success, running quarterly business reviews (QBRs) to forecast channel revenue.
  • Operational Efficiency: Collaborate with Sales and Revenue Operations teams to ensure successful connections and integrations across Pontera and client systems prior to Enterprise launches.
Requirements:
  • Education: Bachelor's Degree
  • Experience: 8+ years of professional experience in key account management, channel sales, and/or strategic partnership management required
  • Former Financial Advisors: A background in financial services can be beneficial for this role
  • Soft Skills: Excellent communication skills, high EQ, and ability to build professional relationships with internal and external stakeholders
  • Collaborative Team Player: Ability to coordinate internal stakeholders and gain buy-in
  • Entrepreneurial Mindset: Highly entrepreneurial, creative, and opportunistic, with a sense of urgency and persistence
  • Project Management: Strong project management skills
  • Travel Requirements: Willingness to travel up to 20%
What We Offer:
  • Compensation: $150,000 base salary, OTE dependent on experience
  • Impact: Major impact at a fast-growing startup revolutionizing the FinTech industry
  • Team Culture: Collegial, collaborative, fun work environment with regular team events
  • Equity: Eligibility for equity grant participation
  • Benefits: Comprehensive insurance benefits, employer-sponsored access to a retirement advisor, paid parental leave, reimbursement program for family planning services, sponsored learning and development program, fully stocked kitchen, lunch reimbursement program, and generous PTO days

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