Senior Partnerships Manager

OFX

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profile Job Location:

San Francisco, CA - USA

profile Monthly Salary: Not Disclosed
Posted on: 2 hours ago
Vacancies: 1 Vacancy

Job Summary

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 OFXs 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 $100000.00 - $120000.00 USD. Exact salary offered will be dependent on multiple factors including level of experience job-related knowledge skills work location 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 :

What its like working at OFX

Were OFXers because we want to make a difference. We see challenges as opportunities and were not afraid to roll up our sleeves to get stuff done. Were committed to making things easier for our clients pushing boundaries and continuing to move with the times so that we can continue to inspire confidence every day and through every transaction.

We operate as one team cross-functionally and globally to drive outcomes that deliver excellence for our customers. Were curious self-starters who love learning and sharing our knowledge with others. We embrace change and use our initiative and resilience to overcome challenges.

  • Always keep learning. We offer a wide range of learning and career development opportunities to help every OFXer build their capacity and career with leadership training secondments internal mobility and access to a large library of online learning.
  • Make a difference. Through our Make a Difference program we encourage OFXers to give back to causes and communities that are important to them. We celebrate this with an annual volunteer day which OFXers can use together or individually as well as matched giving and the opportunity to nominate charity of choice every quarter.
  • Reward and recognition. We recognise a job well done. OFXers are encouraged to celebrate their peers effort technical expertise or support through a range of global and regional channels and awards including quarterly and annual awards milestones and shout outs.
  • Showing our social side. Our Good Vibes employee-led committees around the globe organize events to help keep our employees engaged inside and outside the office. Whether its a wellbeing activity end of year celebration or a monthly team get-together our team wants you to feel welcome!
  • Benefits that mean something. We offer a range of fantastic benefits including primary and secondary gender neutral carer parental leave (16 weeks) or birthday leave youll feel well-supported at OFX.
  • A great work environment. Enjoy work-life balance and flexibility with our hybrid work model in an inclusive diverse and non-hierarchal culture.

We may use artificial intelligence (AI) tools to support certain stages of the hiring process. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are always made by humans. While our Applicant Tracking System (ATS) includes AI features we do not rely on the features to review or assess resumes against job requirements. All resumes are manually reviewed by our hiring team.

#LI-Hybrid

At OFX we are committed to fostering a diverse inclusive and accessible workplace where we value respect and encourage our people to be their authentic selves. With an employee base as diverse as the clients we serve we know that fostering an inclusive workplace is fundamental to our continued success. If you require accommodation for any portion of the recruitment and hiring process please email us at .

We encourage you to apply if this role aligns with your career aspirations.


Remote Work :

No


Employment Type :

Full-time

Account Management & GrowthOwn and manage a portfolio of consumer alliance partners with accountability for retention and revenue growthBuild maintain and execute structured account plans with clear targets actions and ownershipConduct QBRs with key partners presenting insights performance trends an...
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About Company

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We’re OFX, and we’ve been moving money globally since 2001 We grew from an idea that there had to be a better, fairer way to move money around the world. That was over 25 years ago, and since then over 1 million customers have trusted us with transfers in 50+ currencies to 170+ countr ... View more

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