Senior Partnerships Manager (FX Referral)

OFX•San Francisco, CA

2d•Hybrid

About The Position

We are seeking a commercially focused Senior Partnerships Manager to own the retention and growth of a portfolio of referral partners across employee benefits and member benefits ecosystems. In this role, you will manage an established book of referral partners across employers, HR and benefits platforms, stock plan administrators, global mobility teams, and member-based organizations (associations, networks, and platforms). These partnerships position OFX as a financial service benefit embedded within broader ecosystems, supporting individuals with cross-border financial needs. You will execute structured account plans, run QBRs, drive partner engagement, and activate growth initiatives while also expanding the channel through new partnerships. This role requires strong account management discipline, revenue ownership, and cross-functional execution to deliver consistent, scalable growth.

Requirements

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
Experience in employee benefits and/or member-based distribution models is strongly preferred
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
Proven ability to execute structured account plans, conduct QBRs, and drive partner engagement
Track record of retaining and growing revenue across an existing partner portfolio while developing new partnerships
Strong attention to detail across CRM hygiene, reporting, commissions workflows, and partner governance
Ability to interpret performance data, funnel health, and referral quality to identify opportunities and risks
Confident communicator capable of engaging senior partner stakeholders and influencing outcomes
Highly organized and accountable, able to manage multiple partners and initiatives simultaneously
Effective operator across Sales, Marketing, Data, Operations, and Finance
Willingness to travel for partner meetings, events, and key engagements

Responsibilities

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
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
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
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

Benefits

Primary and secondary gender neutral carer parental leave (16 weeks)
Birthday leave
Learning and career development opportunities
Leadership training
Secondments
Internal mobility
Access to a large library of online learning
Make a Difference program (volunteer time, matched giving, charity of choice nomination)
Reward and recognition programs
Good Vibes employee-led committees for events
Flexible hybrid working model