Strategic Partnerships Lead - Finance & Referrals

Finsure; Melbourne; On-site; AUD 120,000 - 180,000; Full time

Job summary

Finsure in Melbourne is seeking a proactive Partnerships Manager to lead the national referral program across finance, mortgage broking, accounting and professional services. You will identify high-value partners, secure meetings with business owners and senior decision-makers, and present our partnership proposition.

Collaborate with brokers and marketing to create co-branded campaigns, manage the partner pipeline in CRM, monitor referrals, applications and revenue, and travel interstate as

Qualifications

• 5+ years' experience in B2B business development, partnerships or relationship management.
• Demonstrated success personally acquiring new business relationships.
• Experience within finance, mortgage broking, banking, fintech, property, accounting, professional services or a related sector.
• Existing professional relationships within relevant industries will be highly regarded.
• Strong outbound prospecting and appointment-setting capability.
• Excellent presentation, negotiation and relationship-building skills.
• Confidence communicating with business owners and senior decision-makers.
• Commercial understanding of how professional referral partnerships create value.
• Strong CRM and pipeline‑management discipline.
• Ability to work independently and be accountable for measurable results.
• Willingness to travel nationally when required.

Responsibilities

• Identify and prospect high-value potential referral partners nationally.
• Secure meetings with business owners, directors and key decision-makers.
• Present our client’s partnership proposition.
• Develop relationships from initial contact through to active referral partnership.
• Build strategic partnerships with larger accounting, property and professional services businesses.
• Develop co-branded campaigns, events, webinars and partner initiatives.
• Work with our client’s current brokers to identify and develop local referral relationships.
• Coordinate the allocation of referral opportunities to appropriate brokers.
• Maintain disciplined CRM records and partnership pipelines.
• Monitor referral activity, applications, settlements and revenue.
• Work with marketing to develop partner acquisition campaigns and resources.
• Represent our client at industry events and networking opportunities.
• Travel interstate where commercially appropriate.
• Turn partnerships into real referral activity and sustainable business growth.

Skills

B2B partnerships

New business development

Outreach prospecting

CRM & pipeline management

Relationship management

Presentation & negotiation

Senior stakeholder communication

Travel willingness

Accountability for results

Independent work

National travel

Job description

Finsure in Melbourne is seeking a proactive Partnerships Manager to lead the national referral program across finance, mortgage broking, accounting and professional services. You will identify high-value partners, secure meetings with business owners and senior decision-makers, and present our partnership proposition.

Collaborate with brokers and marketing to create co-branded campaigns, manage the partner pipeline in CRM, monitor referrals, applications and revenue, and travel interstate as