Senior Partnership Manager at Moss cultivating partnerships and driving revenue growth in a fast - growing SaaS environment. Collaborating with internal teams to align partnership activities with business goals.
About the role
- Strategic Partnerships Lead at Red Oak responsible for business development and ecosystem growth. Managing partnerships and driving pipeline creation in the financial services sector.
Responsibilities
- Develop and execute a partnership strategy aligned with Red Oak's growth goals
- Identify and prioritize high-value opportunities across technology integration
- Prospect, pitch, and close partnership agreements with third-party companies
- Work with Product and Engineering to prioritize and deliver integrations
- Build co-sell and co-marketing relationships with adjacent fintech companies
- Build partnership structures where inbound pipeline is a natural byproduct
- Carry a revenue target tied to partner-sourced and partner-influenced pipeline
- Work closely with Sales, Marketing, and Product to enable co-sell motions
- Stay current on the wealth management technology landscape
- Build repeatable partnership processes, playbooks, and reporting frameworks
Requirements
- 7+ years in business development, strategic partnerships, or alliances in B2B SaaS
- Meaningful experience in the wealth management or advisor technology ecosystem
- Demonstrated history of hitting or exceeding revenue targets tied to partnerships
- Demonstrated ability to structure partnership agreements with shared outcomes
- Exceptional ability to build trust and navigate complex stakeholder environments
- Able to evaluate partnership opportunities against business goals and assess ROI
- Comfortable drafting partnership proposals and presenting strategy to executive leadership
- Familiarity with CRM tools (Salesforce, HubSpot), partner management platforms, and standard business productivity tools
Benefits
- Equity Units
- Healthcare Insurance
- 5% 401K match
- Unlimited PTO
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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