Overview
The role focuses on building and reinforcing interactions with Partner representatives from the Financial Services and Investors Industries to ensure ongoing Partner engagement and retention.
Key Responsibilities
- Responsible for maintaining ongoing Partner engagement with the Forum, through building and maintaining relationships with Partner representatives
- Ensure retention by delivering on tailored engagement plans for Partners to address their priorities and deepen their engagement in relevant Forum activities
- Onboard new Partners into the Forum ecosystem by building strong working relationships with Partner representatives and by ensuring the appropriate information is diligently documented in Forum systems including Salesforce
- Monitor partner news and health to flag potential risks for engagement, help course correct actual engagement in line with engagement plan
- Lead Partners’ event preparation for institutional events (including event invitation, registration process, participant agendas, speaking roles and logistics)
- Contribute to identifying areas of process optimisation and automation to ensure a flawless Partner engagement experience
Required Experience
- 3+ years of professional work experience
- Successful track record in account management and business relationship development, including proven ability to engage with multiple functions and business lines within an organization
- Demonstrated ability to prioritise in managing complex portfolios
Qualifications
• Bachelor's degree or equivalent, relevant industry is a plus
