Senior Partnerships Manager

OFX•San Francisco, CA

2d•$100,000 - $120,000•Hybrid

About The Position

OFX is a leading financial operations company providing businesses and accounting firms with real-time financial control and visibility to do business anywhere in the world. With an innovative platform and 24/7 human support, OFX automates and simplifies doing business across borders, reducing risk and eliminating routine operational tasks. Offering global business accounts, payments to 180 countries in 30+ currencies and currency risk management solutions to simplify global payments. OFX further enhances business operations by providing corporate cards with spend management, bill payments, vendor management, and integrations with popular accounting and HRIS software, to help achieve better business solutions so accounting firms and businesses thrive. Headquartered in Sydney, Australia, with offices globally, in the United States, Canada, United Kingdom, Ireland, New Zealand, Singapore and Hong Kong. OFX has been a trusted innovator in global money movement for over 25 years. Purpose of your Role We are seeking a commercially focused Senior Partnerships Manager to own the retention and growth of a portfolio of 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

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

Responsibilities

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

Benefits

In 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.
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.
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.
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.
Our Good Vibes employee-led committees around the globe organize events to help keep our employees engaged inside and outside the office. Whether it’s a wellbeing activity, end of year celebration, or a monthly team get-together, our team wants you to feel welcome!
We offer a range of fantastic benefits including primary and secondary gender neutral carer parental leave (16 weeks) or birthday leave, you'll feel well-supported at OFX.
Enjoy work-life balance and flexibility with our hybrid work model, in an inclusive, diverse and non-hierarchal culture.

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