Business and Community Partnerships Manager

Sales and Partnership Development

• Identify, develop, and secure new partnerships with employers and community organizations
• Build and maintain strong relationships with prospective and existing partners
• Develop and manage a pipeline of opportunities through outreach, networking, and referrals
• Represent the organization at events and meetings to promote services and generate leads

Presentation and Financial Education

• Deliver clear, engaging presentations to diverse audiences (in-person and virtual)
• Communicate financial wellness concepts in an accessible and compelling manner
• Facilitate workshops using effective presentation techniques and technology

Collaboration and Strategy

• Partner with internal teams to support onboarding, implementation, and service delivery
• Share insights from partners to inform program improvements and strategy
• Contribute to a collaborative, team-oriented work environment

Performance and Innovation

• Maintain and track activities and outcomes using CRM tools and data
• Apply creative approaches to outreach, presentations, and partnership growth
• Refine strategies based on data, trends, and feedback

Job Requirements

• Proven experience in sales, preferably in financial services, insurance, employee benefits, or related sectors
• Strong understanding of financial choice products and the ability to communicate their value effectively
• Demonstrated ability to work independently and manage a full sales cycle from lead generation to contract closure
• Excellent interpersonal, negotiation, and presentation skills
• Proficiency in CRM software and sales tracking tools
• Highly organized with strong attention to detail and time management skills

Additional Information:

• Travel required (approximately 60–70%)
• Opportunity to contribute to revenue growth and program expansion
• Commitment to supporting a mission-driven, equitable, and inclusive organization