OFX
FinTech
SeniorPartnershipsManager(FXReferral)
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“Senior Partnerships Manager (FX Referral) at OFX. Skills: Partnerships management, Revenue growth, Account management, Channel development. Own and manage a portfolio of consumer alliance. Drive retention and revenue growth”
What You'll Achieve.
Deliver consistent, scalable growth; Achieve clear targets
Industry & Context.
What They're Looking For.
Must Have
5+ years of experience managing B2B and B2C partnerships in financial services, payments, or FX, Exposure to referral-driven ecosystems
Nice to Have
Experience in employee benefits, Experience in member-based distribution models, Understanding of consumer FX, Understanding of cross-border payments, Understanding of international money movement dynamics
What You'll Do.
Own and manage a portfolio of consumer alliance
Drive retention and revenue growth
Build and execute structured account plans
Conduct QBRs with key partners
Present insights and performance trends
Develop understanding of partner organizations
Identify and activate referral growth opportunities
Launch targeted promotional initiatives
Drive adoption within OFX’s ICP
Identify opportunities for OFX to participate in benefits
Strengthen OFX brand presence
Optimize onboarding and enablement
Optimize ongoing partner engagement
Identify and pursue new partnerships
Build relationships with HR and Benefits teams
Build relationships with membership organizations
Build relationships with HR tech platforms
Build relationships with benefits platforms
Build relationships with stock plan administrators
Build relationships with global mobility providers
Build relationships with property and real estate
Position OFX as a financial benefit
Lead end-to-end partner onboarding
Own partner performance tracking
Deliver accurate commission reporting
Maintain disciplined partner documentation
Maintain governance and activity tracking
Surface data-driven insights
Identify risks and intervene proactively
Partner with Client Dealing teams
Improve referral conversion
Improve referral activation
Improve referral retention
Work with Marketing to develop campaigns
Work with Marketing to develop collateral
Work with Marketing to develop go-to-market motions
Engage Sales Operations to refine reporting
Engage Sales Operations to refine dashboards
Engage Sales Operations to refine KPIs
Coordinate with Finance on commissions
Coordinate with Finance on contract compliance
Coordinate with Finance on payout governance
Align with Legal and Compliance on agreements
Align with Legal and Compliance on regulatory requirements
How You'll Work.
Team & Collaboration
Cross-functional collaboration; Partner with Sales Operations; Coordinate with Finance; Align with Legal and Compliance; Partner with Client Dealing teams; Work with Marketing
Communication Scope
Presenting insights; Performance trends; Growth recommendations
Full Job Description
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 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. Account Management & Growth * Own and manage a portfolio of consumer alliance partner
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