Director, Partner Management

Betterment • New York, NY

449d • $170,000 - $190,000

About The Position

The Director, Partner Management at Betterment plays a crucial role in driving the success of partner relationships and supporting revenue growth for Betterment's B2B businesses. This position involves building and maintaining strong relationships with key partners, understanding their needs, and executing go-to-market plans to enhance partner referrals. The role requires collaboration with various internal teams and oversight of a partner marketer to develop effective marketing campaigns.

Requirements

• 10 years of proven experience in partner account management, partner marketing, partner success, or a related role, preferably within financial services.
• Inspiring and effective manager, someone who can both execute and delegate, provide direction and prioritize team assignments.
• Solid knowledge of B2B growth strategies, including business development, content marketing, lead generation, sales development, and partner marketing.
• Familiarity with B2B sales and partner relationship management tools and software.
• Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams and build strong relationships with stakeholders.
• Analytical mindset with the ability to interpret data, draw insights, and make data-driven decisions.
• Experience working in highly regulated industries that require adherence to complex legal and regulatory requirements.
• Willingness to travel as necessary to partner meetings and events.

Responsibilities

• Cultivate trusted, executive-level partner relationships to work towards mutual business objectives for both Betterment and our partners.
• Engage regularly with partners to evaluate the success of our relationships and make recommendations to optimize co-marketing initiatives to drive growth.
• Co-create Partner Success plans that identify partnership goals, milestones, go-to-market strategies, and regular review cycles to evaluate progress and make optimizations.
• Collaborate with Business Development to transition new partners to Betterment.
• Manage efficient partner onboarding process, ensuring partners have a deep understanding of the Betterment 401(k) and wealth management solutions, as well as access to essential resources and support.
• Define and lead premium, customized go-to-market strategies for key partners, including marketing campaigns, social media, thought leadership content, webinars, events, sales collateral, and more.
• Collaborate across internal Betterment teams, including marketing, sales, and revenue operations, to effectively brief and execute on go-to-market plans, including partner agreements, creative assets, promotions, and sales training.
• Proactively address and resolve partner-related operational challenges.
• Collaborate with revenue operations to effectively track and analyze partner performance metrics, and identify areas for improvement.
• Advocate for the needs of the partners, regularly sharing feedback with internal teams such as product development, marketing, revenue operations, and sales to ensure continuous improvement of the Betterment partner ecosystem.
• Deeply embed yourself with the business leadership to understand the ins and outs of the 401(k) space and the Betterment at Work solution.

Benefits

• Competitive equity package
• Health, dental, and vision benefits
• Life and AD&D insurance
• Short-term and long-term disability insurance
• EAP
• Commuter and parking benefits
• FSA/HSA
• 401(k) with employer match
• Flexible PTO policy
• Lunch from in-house chef three days a week at NYC headquarters

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Personal and Laundry Services
• Education Level: No Education Listed