Head of Business Development & Partnerships

Full-time • Remote 

At Boldin, our aim is to enable anyone to do better by making the most of their money and time. Our comprehensive financial planning platform allows anyone to create a plan and understand how decisions they make today can impact their future. We’re at the precipice of an exciting time at our company. We have recently seen exponential growth, we’ve raised $20+M from top investors, and we’re optimistic about the future as we grow. A Head of Business Development & Partnerships is a senior role responsible for leading and managing the development and execution of strategic partnerships to drive business growth, sustainability, and impact.

About This Role

The Head of Business Development & Partnerships is responsible for driving revenue growth by creating and implementing a comprehensive strategy to identify, win, and manage strategic customers & partnerships. This role involves working closely with various internal teams to align sales & partnership efforts with the company's overall business goals and objectives. The Head of Business Development & Partnerships will play a critical role in expanding the company's reach, enhancing product offerings, and driving substantial revenue growth through collaborative and mutually beneficial partnerships. The Head of Business Development & Partnerships will report to the CEO and may be responsible for managing a team.

What you will do:

Drive revenue growth:

• Own and achieve our enterprise sales & partnership revenue goal. 
• Develop and implement a cohesive business development strategy to identify and advance new sales and partnership opportunities.
• Help drive our business development and sales activities and team. 
• Align partnership strategies with the company's overall business goals and objectives.
• Conduct market research and landscape analyses to identify potential partners and new markets.

Partnership Management:

• Lead the development and management of strategic partnerships and sales initiatives in financial services, with a focus on wealth management and workplace retirement plans, to drive business growth and enhance customer value.
• Work with internal teams to manage and enhance relationships with existing partners to ensure mutual benefits and long-term collaboration.
• Negotiate partnership agreements and ensure alignment with business goals.

Collaboration and Coordination:

• Work closely with internal teams, including Enterprise Success, Consumer, Product, Marketing, Sales, and Engineering, to build and execute partnership strategies.
• Facilitate communication and project execution between partners and internal teams.
• Coordinate with the teams to design outreach campaigns to drive awareness and acquisition of new users with the partners.

Performance Monitoring and Reporting:

• Monitor and analyze partnership performance, adapting strategies to maximize benefits.
• Implement and document efficient processes for tracking and managing partnership opportunities.

Customer and Stakeholder Engagement:

• Represent the company brand, effectively communicate the mission and value propositions of products and services.
• Gather insights through analytics and feedback to evolve offerings and meet the needs of customers, markets, users, and partners.
• Ensure customer satisfaction and continuous renewal pipeline revenue.

Required Skills and Abilities

• Strong ability to build rapport and maintain professional relationships.
• Excellent communication, interpersonal, and negotiation skills.
• Ability to manage complex projects and multi-task effectively.
• Proactive, with strong time management and planning skills.
• Business acumen and strategic thinking.
• Experience in partnership management within a SaaS/Cloud environment is a plus.
• This role may require travel to meet with partners and stakeholders.

Qualifications

• 10+ Years of experience
• A college degree in Business, Marketing, or a related field.
• Proven track record of negotiating and closing partnership and strategic sales deals.
• Experience in building and managing partner and sales programs.
• Strong commercial awareness and ability to identify and develop opportunities.

We want to be as inclusive as possible in our hiring process. If you don’t have 100% of what we’re looking for, but feel like you’re pretty close to growing into the role — please still apply. If a candidate has only 80% of the skills but a fantastic attitude and perspective, they might be the perfect fit.

Boldin values the unique perspectives and contributions of all individuals and we strive to foster a diverse and inclusive culture. We encourage applications from individuals of all backgrounds, including and not limited to people of any race, ethnicity, or national origin, individuals with differing abilities, members of the LGBTQ+ community, veterans, gender minorities, women and people from underrepresented communities.We are committed to providing reasonable accommodations for applicants with differing abilities throughout the recruitment process. If you require any accommodations, please let us know, and we will work with you to meet your needs. We are committed to fostering an environment where everyone can bring their authentic selves to work. If you are comfortable doing so we invite you to share your preferred pronouns in your application.