Senior Partnerships Manager

Company 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 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.

Job Description

Account Management & Growth

• Own and manage a portfolio of consumer alliance partners, with accountability for retention and revenue growth
• Build, maintain, and execute structured account plans with clear targets, actions, and ownership
• Conduct QBRs with key partners, presenting insights, performance trends, and growth recommendations
• Develop a deep understanding of partner organizations, employee/member populations, and cross-border financial needs
• Identify and activate referral growth opportunities across partner ecosystems
• Launch targeted promotional and engagement initiatives to drive adoption within OFX’s ICP
• Identify opportunities for OFX to participate in benefits programs, events, and internal engagement initiatives
• Strengthen OFX brand presence within partner ecosystems through coordinated marketing and internal promotion
• Optimize onboarding, enablement, and ongoing partner engagement

Channel Expansion 

• Identify and pursue new partnerships across both member-based ecosystems
• Build relationships with stakeholders across:
  • HR and Benefits teams
  • Membership organizations and associations
  • HR tech and benefits platforms
  • Stock plan administration and global mobility providers
  • Property and real estate
  • Position OFX as a value-added financial benefit within partner ecosystems
  • Lead end-to-end partner onboarding from commercial alignment through activation

Performance, Reporting & Governance

• Own partner performance tracking (referrals, conversion, activation, revenue)
• Deliver accurate commission reporting, performance summaries, and monthly RCTIs
• Maintain disciplined partner documentation, governance, and activity tracking in Salesforce
• Surface data-driven insights in partnership with Sales Operations and Data teams
• Identify risks early (declining referrals, conversion gaps, engagement issues) and intervene proactively

Cross-functional Collaboration

• Partner with Client Dealing teams to improve referral conversion, activation, and retention
• Work with Marketing to develop partner-specific campaigns, collateral, and go-to-market motions
• Engage Sales Operations to refine reporting, dashboards, and partner-level KPIs
• Coordinate with Finance on commissions, contract compliance, and payout governance
• Align with Legal and Compliance on partner agreements and regulatory requirements

Qualifications

• Experience: 5+ years of experience managing B2B and B2C partnerships in financial services, payments, or FX, with exposure to referral-driven ecosystems such as employee or member benefits
• Channel familiarity: Experience in e