Partnerships Lead

Responsibilities

• Build distribution partnerships with consulting firms, systems integration, legal, advisory, and fund-services firms.
• Design and negotiate referral, reseller, co-sell, co-delivery, and embedded partnership models.
• Create partner onboarding, certification, messaging, demo training, sales plays, and joint account plans.
• Train partner sales and delivery teams and run joint pipeline reviews to generate measurable opportunities and revenue.
• Build the technology and data ecosystem through integrations with CRM, virtual data rooms, finance, and information platforms.
• Structure agreements for common-client, data redistribution, resale, integration, and embedded-distribution.
• Translate customer demand into priorities for Product and Engineering; quarterback integrations across teams.
• Develop credibility partnerships with business schools, industry associations, and practitioner communities.
• Launch campus ambassador, faculty, classroom, and practitioner programs.
• Create the partner map, segmentation, lifecycle, approval process, and reporting cadence.
• Track partner-sourced pipeline, integration adoption, and performance; run executive reviews.

Requirements

• 5+ years of experience in partnerships, alliances, ecosystem development, business development, or related role in B2B SaaS, fintech, data, enterprise software, or vertical AI.
• Track record of building partnerships from zero to measurable commercial results.
• Direct experience with reseller, referral, co-sell, integration, data, or embedded-distribution agreements.
• Strong commercial judgment to build business cases, negotiate economics, protect pricing, manage channel conflict.
• Technical fluency to discuss APIs, authentication, security, data rights, integration dependencies, and customer workflows.
• Experience enabling sales or delivery organizations through training, certification, messaging, and joint sales plays.
• Excellent cross-functional program management across Revenue, Product, Engineering, Marketing, Security, Finance, Legal, and Customer Success.
• Executive presence and ability to build trust with senior leaders.
• Strong writing, structured thinking, high autonomy, and bias toward action.
• Builder's mindset comfortable with both strategy and detailed execution.

Nice-to-Haves

• Network across private equity, private credit, commercial or investment banking, financial data, private-markets software, consulting, legal, or fund services.
• Experience with ecosystems around private-markets CRM, data room, research, and market-data platforms.
• Experience launching integrations or data partnerships that drove meaningful product adoption or revenue.
• Familiarity with AI products, unstructured financial data, agent workflows, MCP, or enterprise automation.
• Experience building academic, association, or practitioner programs that generated commercial value.