Director of Partnership Engagement

About the role

The Director of Partnership Engagement is responsible for deepening and maintaining partnerships that sustain Greenwood Project's mission of helping qualified Black and Latino college students enter high-trajectory careers in financial services.

Responsibilities

• Serve as the primary relationship manager for an assigned portfolio of partners handed off from our business development team, building trust and continuity from day one.
• Develop and execute cultivation plans that deepen each partner’s engagement and encourage increased participation and giving, working toward measurable retention and expansion targets.
• Maintain a disciplined, consistent cadence of meaningful touchpoints per partner each month, including calls, meetings, check-ins, and site visits, logged in the CRM within 48 hours of each interaction.
• Conduct quarterly partner health assessments to flag at-risk relationships early and build proactive retention strategies well before renewal conversations begin.
• Partner with our business development team on smooth partner handoffs, and collaborate with the CEO and Programs team to align partner engagement with organizational priorities.
• Maintain rigorous CRM hygiene, logging every partner interaction, note, and next step in real time. Deliver accurate, cash-based forecasting against individual and team portfolio targets so leadership always knows where revenue stands.

Qualifications

• A minimum of 3+ years managing a portfolio of corporate clients, financial services accounts, or institutional relationships, with measurable retention and growth results.
• Excellent relationship management and stewardship skills, comfortable building trust with C-suite executives and other institutional partners.
• Proficiency in CRM platforms (HubSpot preferred), with disciplined logging of every partner interaction.
• A deep commitment to Greenwood’s mission of education, access, and workforce development.

Benefits

• Comprehensive benefits package including employee health care, dental and vision coverage, a 401(k) plan, and generous paid time off.