
Strategic Partnerships Lead
Red Oak ISD
full-time
Posted on:
Location Type: Hybrid
Location: North Austin • Texas • United States
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Job Level
About the role
- Develop and execute a partnership strategy aligned with Red Oak's growth goals
- Identify and prioritize high-value opportunities across technology integration
- Prospect, pitch, and close partnership agreements with third-party companies
- Work with Product and Engineering to prioritize and deliver integrations
- Build co-sell and co-marketing relationships with adjacent fintech companies
- Build partnership structures where inbound pipeline is a natural byproduct
- Carry a revenue target tied to partner-sourced and partner-influenced pipeline
- Work closely with Sales, Marketing, and Product to enable co-sell motions
- Stay current on the wealth management technology landscape
- Build repeatable partnership processes, playbooks, and reporting frameworks
Requirements
- 7+ years in business development, strategic partnerships, or alliances in B2B SaaS
- Meaningful experience in the wealth management or advisor technology ecosystem
- Demonstrated history of hitting or exceeding revenue targets tied to partnerships
- Demonstrated ability to structure partnership agreements with shared outcomes
- Exceptional ability to build trust and navigate complex stakeholder environments
- Able to evaluate partnership opportunities against business goals and assess ROI
- Comfortable drafting partnership proposals and presenting strategy to executive leadership
- Familiarity with CRM tools (Salesforce, HubSpot), partner management platforms, and standard business productivity tools
Benefits
- Equity Units
- Healthcare Insurance
- 5% 401K match
- Unlimited PTO
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
business developmentstrategic partnershipsalliancespartnership agreementsrevenue targetspartnership proposalsROI assessment
Soft Skills
trust buildingstakeholder navigationcommunicationpresentation skills