The Role
Supports strategic partnership development from lead generation through onboarding and activation. Responsibilities include engaging prospective partners, preparing proposals, managing NDAs and contracts, coordinating onboarding, tracking pipeline activity, maintaining partner records, reporting performance, and supporting ongoing partner relationships. The role collaborates with Operations, Compliance, and Finance while influencing deal conversion, revenue generation, and partner retention.
Summary Generated by Built In
1. JOB TITLE: Strategic Partnerships Officer
2. DEPARTMENT: Business Development
About the Organization
Our client is a leading financial services organization committed to delivering secure, reliable, and customer-focused financial solutions. The organization values operational excellence, regulatory compliance, and exceptional customer service while fostering a high-performance workplace.
4. REPORTING
RELATIONSHIPS
REPORTS DIRECTLY TO: Head of Corporate Business
REPORTS INDIRECTLY TO: Chief Executive Officer
DIRECT REPORTS: None
5. JOB PURPOSE
To support the development, onboarding, and management of strategic partners by driving lead engagement, coordinating deal execution, maintaining accurate partner records, and ensuring smooth internal and external communication throughout the partnership lifecycle.
6. KEY RESPONSIBILITIES AND ROLE REQUIREMENTS
6.1 Lead Generation & Partner Engagement (Weighting: 25%)
• Identify and engage new partnership opportunities and leads.
• Conduct introductory calls and presentations with prospective partners.
• Build and maintain strong relationships with both new and existing partners.
• Schedule and manage partner meetings and follow-ups.
6.2 Deal Structuring & Contract Management (Weighting: 20%)
• Support commercial structuring and preparation of partnership proposals.
• Prepare and share proposals with prospective partners.
• Manage NDA processes including follow-ups and closure.
• Ensure timely contract negotiation and execution.
6.3 Onboarding Coordination & Partner Activation Support (Weighting: 20%)
• Coordinate with internal teams to facilitate partner onboarding.
• Support onboarding documentation and requirements completion.
• Track onboarding progress and ensure smooth transition to go-live.
6.4 Pipeline Management, Tracking & Reporting (weighting:20%)
Responsibilities:
• Maintain and update partner trackers, Google Sheets, and records.
• Track deal progress from lead stage to activation.
• Maintain accurate records of all partner interactions and communications.
• Provide weekly and monthly updates on pipeline status and performance.
6.5 Partner Relationship Management & Support (Weightings:15%)
• Maintain ongoing relationships with existing partners.
• Monitor partner performance and engagement levels.
• Respond to partner queries and resolve issues in a timely manner.
• Ensure consistent communication and partner satisfaction.
Additional Responsibilities
• Support Business Development initiatives and campaigns.
• Collaborate with internal teams (Operations, Compliance, Finance) as required.
7 REPORTS
7.1 Weekly
• Partner pipeline status
• Lead engagement and follow-up report
7.2 Monthly
• Deal conversion and onboarding status
• Partner engagement and performance report
KEY RELATIONSHIPS
Internal Relationships
• All staff
External Relationships
• Prospective and existing partners
FINANCIAL RESPONSIBILITIES
Direct Control
• Pipeline growth and deal conversion
Indirect Influence
• Revenue generation and partner retention
Requirements
8 PERSON SPECIFICATIONS – ESSENTIAL AND DESIRABLE
Qualifications and Education
• Bachelor’s degree in Business, Finance, Marketing, or related field
Experience, Knowledge and Skills
• Minimum 3 years’ experience in partnerships, business development, or client management
• Experience in fintech, remittance, or financial services environment preferred
• Strong communication and relationship management skills
• Ability to manage multiple partners and tasks simultaneously
• Strong organizational and follow-up skills
• Proficiency in Excel, Google Sheets, and CRM tools
Skills Required
- Bachelor's degree in Business, Finance, Marketing, or a related field
- Minimum 3 years of experience in partnerships, business development, or client management
- Experience in fintech, remittance, or financial services
- Strong communication and relationship management skills
- Ability to manage multiple partners and tasks simultaneously
- Strong organizational and follow-up skills
- Proficiency in Excel, Google Sheets, and CRM tools
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The Company
What We Do
We go the extra mile for your last mile – with specialized divisions to serve even the most diverse of industries. CDL is your premier regional carrier for complete delivery coverage – guaranteed.
