Partnerships Manager

My client, a thriving Financial Services membership organisation in London, are looking to recruit a Partnerships Manager to help support the team.

Purpose of the role:

Develop strategy for the organisations Membership community to achieve growth goals agreed in the three-year plan - to include new membership acquisition from across the financial services sector and where needed, supporting the Membership Manager with the onboarding process of new members.

* Strategic oversight of the membership journey, the members' lifecycle from engagement through to retention - we currently use Salesforce software. Work closely with programmes team to ensure high satisfaction scores, retention, and recommendation levels.

* Conversion of high value members to become Partners, funding specific projects or research.

* Marketing and selling standalone or bespoke online products to non-members outside of financial services.

Responsibilities

* Implementation of a new growth and membership acquisition plan

* Lead weekly and monthly pipeline meetings to ensure conversion and retention rates are achieved and Key Performance Indicators (KPI's) are met

* Achieve your operational membership goals across delivery, sales, and retention.

* Work collaboratively with the wider team to develop joined up strategies that encourage membership interest, engagement, and lead generation through all of the organisations key comms moments, including their Summit, Shaping our Economy data report launch and other exclusive member events.

* Be familiar with our 40+ members and use them to help drive prospects and share the messaging about our membership.

* Further optimise membership processes and reporting within and adjacent to our CRM, utilising Salesforce. Systems use includes but is not limited to:

- Tracking and reporting of all membership activity across engagement, retention and acquisitions with colleagues and senior management.

- Updating and maintaining member and prospect accounts on Salesforce, ensuring daily consistent updates which underpin weekly membership tracking and performance monitoring.

* To be an ambassador for the company; maintaining a professional approach always, sustaining visibility and proactively networking by attending relevant industry events and public speaking opportunities to drive lead generation and new relationships.

General

* Conduct meaningful evaluation of your communications activity, engaging colleagues across the organisation in identifying learning and using this to improve.

* Maintain an effective personal network of contacts in the financial services sector to support the organisation in gathering information and working collaboratively with other organisations (i.e our 50+ Supporters).

* As with other staff within the organisation, the postholder will be expected to contribute to corporate activities and initiatives, such as staff meetings, supporting our programme, and other corporate projects as necessary.

Experience, Knowledge, and Skills

* Evidence of working with teams and colleagues to achieve success within (preferably) a membership organisation.

* A proven ability to strategically plan and deliver, whilst simultaneously exhibiting a meticulous attention to detail during the day to day.

* Strong creative and strategic skills with experience of writing actionable strategic documents and plans.

* Experience of CRM use and management (preferably Salesforce)

* Passion, knowledge and understanding of the financial services industry and its wider 'ecosystem.'

* Excellent interpersonal and networking skills, particularly at senior stakeholder levels - build rapport, establish credibility, and influence stakeholders whilst building and maintaining key relationships.

* The ability to set and achieve SMART KPI's in a fast-paced environment.

* Demonstrable commitment to the principles of diversity and inclusion and its practical application for partnerships and management.

* A basic understanding and knowledge of finance terms and processes (desirable)

* General knowledge of GDPR good practice in relation to the position (desirable)

To apply, please email your CV along with details of your salary expectations and notice period