Job Description
ROLE OVERVIEW
- Reports To: Global Head of Partnerships
- The Strategic Partnerships Analyst will play a key role in supporting and executing our client's global partnership strategy, with a strong focus on partner analysis, pipeline support, reporting, and partner enablement.
- The role is designed to underpin the effectiveness of their referral and strategic partner ecosystem by providing structured research, data-driven insights, and operational support to drive partner-generated pipeline and revenue.
- Working closely with the Global Head of Partnerships, Sales, and Marketing, this role will contribute to partner acquisition, activation, and performance management through detailed analysis, reporting, and ongoing partner engagement.
- The position is well suited to a commercially minded analyst who enjoys working with data, processes, and stakeholders in a growth-focused environment.
KEY RESPONSIBILITIES
Expanding the Partnership-Generated Pipeline
- (KPI: Generate new referral-based opportunities and onboarding new partners from focus list of target partners)
- Research, map, and analyse potential referral and strategic partners from the defined focus list.
- Support outreach and engagement activities with prospective partners, including preparation of briefing materials and tracking engagement progress.
- Assist in managing partner-introduced opportunities through the sales pipeline, ensuring accurate tracking and internal coordination.
- Monitor the referral pipeline and provide regular updates on opportunity status, conversion trends, and bottlenecks
Driving Partner-Influenced Revenue Growth
(KPI: Support enterprise-signed partner deals)
- Support sales and client teams with analysis and preparation for partner-led opportunities.
- Help develop partner-facing materials, including presentations, case studies, and value proposition summaries.
- Analyse deal progression and identify recurring challenges or delays in partner-influenced sales cycles.
- Provide structured feedback and insights to improve partner effectiveness and deal outcomes.
Acquiring & Onboarding Strategic Partners
(KPI: Source and sign new key partners: Custodian Fund Admins, Consultants, and Other Focus Partners)
- Conduct market and partner research to identify potential strategic partners aligned with the company's growth strategy, including Fund Administrators, Investment Consultants, Custodians, Management Companies, Trustees, and Brand Ambassadors.
- Support the onboarding process for new partners, ensuring documentation, CRM setup, and engagement plans are completed accurately.
- Assist in developing tailored partner engagement plans with clear objectives, timelines, and success metrics.
Enhancing Partner Engagement & Market Activation
(KPI: Press releases, joint webinars, and other marketing campaigns with existing and new partners)
- Work with the marketing team to drive impactful partner announcements and brand visibility.
- Develop and execute joint webinars with key partners to boost industry engagement.
- Regularly engage with partners to maximize co-marketing and collaboration opportunities.
Strategic Reporting & Partner Performance Analysis
(KPI: Clear improvement to reporting processes and dashboards)
- Monitor and report on key metrics for partner-driven pipeline, revenue, and engagement.
- Provide actionable insights to optimize the partnership strategy based on data and feedback.
- Maintain a comprehensive partner performance dashboard to track progress toward 2026 targets.
Additional Responsibilities
- CRM Reporting & Forecasting: Manage all CRM reporting for partner activities, ensuring accurate data collection and actionable insights.
- Partner Commission Calculations & Payments: Manage commission structures, ensuring accurate and timely commission payments for all partners
REQUIRED SKILLS & ATTRIBUTES
- 2-3 years of experience in a similar role or front office environment including sales/partner/client success functions.
- Familiarity with withholding tax recovery processes is a plus.
- Familiarity with Salesforce is a plus.
BACKGROUND & EDUCATION
- BCom in Accounting, Finance, or equivalent. CA/equivalent
- A keen interest in the financial services industry and capital markets
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