Strategic Partnerships Lead

Overview

Red Oak is a PE-backed, multi-product compliance SaaS platform serving the financial services sector. As we scale and expand our product suite through acquisitions, strategic partnerships have become a critical growth lever.

The Strategic Partnerships Lead will own and grow the partner ecosystem that makes that positioning real in the market.

This person will identify, secure, and nurture two categories of partnerships: technology integrations that expand CCP's value within the advisor's existing workflow and go-to-market relationships that create mutual, measurable pipeline. They will report to the Chief Revenue Officer and carry a revenue target tied to partner-sourced and partner-influenced pipeline.

Responsibilities

• Partnership Strategy: Develop and execute a partnership strategy aligned with Red Oak's growth goals. Identify and prioritize high-value opportunities across technology integration, co-sell, referral, and channel categories.

• Business Development: Prospect, pitch, and close partnership agreements with third-party companies. Own the full lifecycle from initial outreach through signed agreements and active revenue contribution.

• Technology & Integration Partners: Work with Product and Engineering to prioritize and deliver integrations that embed Red Oak into the advisor's daily workflow and extend CCP's value.

• Go-to-Market & Pipeline Partners: Build co-sell and co-marketing relationships with adjacent fintech companies. Structure agreements with shared pipeline accountability on both sides — not just referral handshakes, but programs where both parties have skin in the outcome.

• Ecosystem-Led Pipeline: Build partnership structures where inbound pipeline is a natural byproduct of the relationship — joint go-to-market programs, co-authored content, shared events, and referral arrangements designed so that partner activity surfaces Red Oak to the right buyers without requiring a direct outbound motion from our team.

• Revenue Accountability: Carry a revenue target tied to partner-sourced and partner-influenced pipeline. Track and report on partner contribution to bookings and ARR with rigor in CRM.

• Go-to-Market Collaboration: Work closely with Sales, Marketing, and Product to enable co-sell motions, joint marketing campaigns, and integration roadmaps with partners.

• Market Intelligence: Stay current on the wealth management technology landscape, competitor partnerships, and emerging ecosystem opportunities. Feed insights back into company strategy.

• Process & Reporting: Build repeatable partnership processes, playbooks, and reporting frameworks. Ensure leadership has clear visibility into pipeline health and partner performance.

Qualifications

• Experience: 7+ years in business development, strategic partnerships, or alliances in B2B SaaS. Meaningful experience in the wealth management or advisor technology ecosystem is strongly preferred — specifically, working knowledge of how advisors and home offices operate and prior relationships with custodians, asset managers, TAMPs, or CRM platforms. A candidate who needs significant ramp time to learn this landscape is not the right fit for this stage.

• Revenue Track Record: Demonstrated history of hitting or exceeding revenue targets tied to partnerships. You know how to build pipeline through partners, not just sign logos.

• Deal Architecture: Demonstrated ability to structure partnership agreements where both parties have real accountability to shared outcomes — co-sell commitments, integration investment agreements, or co-marketing programs — not just informal referral arrangements.

• Relationship Skills: Exceptional ability to build trust and navigate complex stakeholder environments across partner organizations and internal teams, including at the C-suite and VP level.

• Strategic Thinking: Able to evaluate partnership opportunities against business goals, assess ROI, and prioritize where to invest time and resources. Knows when to walk away from a deal that looks good on paper but won't hold.

• Execution Orientation: As comfortable rolling up your sleeves to draft a partnership proposal as you are presenting strategy to executive leadership. This is a build role — not a maintenance role.

• Communication: Excellent written and verbal communication. Able to pitch Red Oak's value proposition clearly and tailor messaging to different partner audiences, including technology partners and distribution channels.

• Tools: Familiarity with CRM tools (Salesforce, HubSpot), partner management platforms, and standard business productivity tools.

Location

This role is based at our North Austin office, with a minimum of 3 days (Tues–Thurs) in the office each week.

Benefits

• Equity Units

• Healthcare Insurance

• 5% 401K match

• Unlimited PTO