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 OFX’s 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