Offer summary

Qualifications:

Minimum mid to senior-level experience in business development, partnerships, sales, or account management., Strong relationship-building skills with the ability to engage at leadership levels., Excellent communication skills for presenting solutions and negotiating agreements., Ownership mindset with a proactive approach to driving outcomes..

Key responsibilities:

Manage an active pipeline of 15-20 existing and prospective B2B channel partners.

Build and maintain strong relationships with partner leadership and sales teams.

Present and train partners on the company’s financial planning offerings.

Identify and pursue new partnership opportunities to drive subscription growth.

Job description

This is a remote position.

An exciting financial advisory disruptor is seeking a part-time, remote B2B Strategic Partnerships Lead for approximately 3 days per week, working 3–4 hours a day. The company is building a platform that connects clients with objective, commission-free financial advisors, focusing on genuine advice rather than product sales. With a rapidly growing South African client base and a mission to restore consumer trust in financial planning, the business is redefining the traditional advisory model. To support the next phase of growth, they are looking to appoint a skilled Business Development professional—primarily a "farmer" who is also comfortable with some "hunter" responsibilities—to expand and nurture channel partnerships and drive national expansion.

Responsibilities

Manage an active pipeline of approximately 15-20 existing and prospective B2B channel partners.
Build and maintain strong, trusted relationships with partner leadership, sales teams, and client-facing staff.
Present, position, and train partners on the company’s financial planning offering to enable effective client referrals.
Structure and negotiate revenue-sharing agreements (e.g., 50% first month; 10% months 2-12).
Facilitate smooth deal closures, manage partner onboarding, and ensure partner satisfaction.
Proactively identify and pursue new partnership opportunities to drive subscription growth.
Provide regular reporting and feedback to leadership.
Operate with high autonomy while collaborating closely with the founder and core team.

Requirements

Minimum Requirements

Ownership Mindset: High agency, self-starter, and proactive in driving outcomes.
Strong Relationship Builder: Enjoys client interaction and engages comfortably at leadership and sales team levels.
Excellent Communicator: Confident in presenting solutions and negotiating agreements.
Mid to senior-level experience in business development, partnerships, sales, or account management.
Financial services industry experience is helpful but not required.
Comfortable working independently in a virtual-first environment.
Tech-savvy and able to work effectively via remote tools and virtual meetings.
Entrepreneurial spirit with a willingness to grow with the business.