Partnerships Coordinator

Willful; California (MO); Hybrid; USD 36,000 - 43,000; Full time

Benefits offered by this job

Salary CAD 50-60k

ESOP

Health, Dental, Vision

HSA or RRSP

4.5-day work week

Team retreat

Job summary

Willful, a remote-first company delivering estate planning solutions, is seeking a Partnerships Coordinator to own day-to-day operations and partner enablement. You will build assets, run campaigns, and maintain timelines while collaborating with a small team.

Ideal candidates are proactive, design-minded, AI-savvy, and data-literate, with experience coordinating projects and supporting sales conversations. This 100% remote role offers Canada-wide flexibility and competitive CAD compensation.

Qualifications

• Track record of executing projects in fast-paced environments.
• Take briefs, ask questions, and run with it.
• Ability to design assets and create basic video; familiarity with Figma/Notion.
• AI tools used to improve workflow and speed.
• Welcomes direct feedback and iterates to improve.

Responsibilities

• Run partnership operations from orders to invoicing and briefs.
• Design and manage campaign assets and ensure on-time delivery.
• Track revenue, build reports, and share performance insights.

Skills

Doer & Builder

Proactive

Multimedia creator

AI-savvy

Rapid iteration mindset

Problem solving

Collaborative

Data-literate

Tools

Figma

Notion

Job description

About Willful

Willful makes estate planning easy, affordable, and accessible for every Canadian. Since 2017, over 400,000 people have trusted us to help them build their legal estate documents.

Partnerships are a vital driver of Willful’s growth engine. They help us open doors to new audiences, collaborate with brands our customers trust, and are a meaningful revenue stream for Willful. Equally important, we create lasting, measurable value alongside our partners.

By teaming up with Willful, partners can expand their offer with a trusted, modern estate planning solution that seamlessly deepens customer engagement, unlocks new revenue opportunities, and solves a real, high-priority need for their audience. Together, we create win-win relationships that drive real impact for both of our businesses and the Canadians we serve.

The Role

We're looking for an organized and proactive Partnerships Coordinator who can tackle projects from brief to final delivery while keeping a lot of moving pieces on track. This is a hands-on, execution role at the heart of our partnerships team.

The ideal candidate is someone motivated by output: building campaign assets, running and improving partner operations, holding timelines and stakeholders on track, supporting inbound advisor calls, and turning performance data into clear reporting. This is an operational and supporting role. You'll be the internal engine that keeps our partnerships running day to day.

To thrive in Willful’s remote-first environment on a small, agile, two-person partnerships team, you will need to be resourceful, proactive, curious, have a bias to action, and be open to direct, clear feedback. If you are someone who requires a lot of continuous oversight, or who needs work to be assigned before you act, this may not be the ideal environment for you.

What You’ll Do

1. Partnership Operations & Advisor Sales

• Run operations smoothly, from order processing and month-end reconciliations to invoicing, briefs, and follow-ups.
• Build repeatable scalable workflows, keep documentation up to date, and automate routine tasks using AI and modern software tools.
• Create professional partner decks, one-pagers, and clear performance updates.
• Support our Willful for Professionals platform for financial advisors, including supporting with inbound sales materials and meetings

2. Campaign Execution & Asset Creation

• Design and produce campaign assets across multiple mediums, including static graphics, short-form video, co-branded emails, and social channels.
• Ship campaigns on time while keeping internal parties informed, aligned, and accountable.
• Bring fresh, practical creative ideas to the table for new partner activations.

3. Performance & Impact

• Track partner-sourced revenue and transaction volume.
• Build and refine reporting across all partnership channels.
• Share honest, straightforward updates on what is working and what isn'

Who You Are

• A natural doer and builder: You have a track record of executing projects in an agency, startup, freelance, or fast-paced environment.
• Proactive and fast on your feet: You do not wait for a playbook. You take a brief, ask questions and run with it.
• A multi-medium creator: You have design and asset creation skills, including basic video editing, and know your way around Figma and Notion.
• AI-savvy: You actively use AI tools in your workflow to work smarter and ship faster.
• Open to rapid iteration: You take direct feedback in stride and enjoy refining your work until it shines.
• Problem-Solving Focused: You identify and step in to improve systems with solutions without being asked.
• A Natural Collaborator: You proactively bridge gaps between teams to solve problems and make work easier for everyone.
• Data-literate and articulate: You can write clearly, know how to represent a brand well to external partners, and know how to analyze and share relevant metrics internally and externally.

Bonus Points

• Bilingual in French and English (written and verbal).
• 1 to 3 years in marketing, sales, partnerships, or project coordination.
• Experience running sales, business development, or discovery calls.
• Video editing expertise.
• Background working in/with trust-based industries like finance, law, or health.

Perks & Benefits

• Salary: $50,000 to $60,000 CAD (commensurate with experience).
• Equity: Employee Stock Option Plan (ESOP) participation.
• Health & Wellness: Full health, dental, and vision coverage, plus a $500 annual wellness budget.
• Flexible Perks: Your choice between a Health Spending Account (HSA) or RRSP matching.
• Flexible work: A 4.5-day work week year-round, flexible working hours, and company-wide paid 'recharge' days in December on top of standard vacation.
• Team Culture: Monthly meal and entertainment budget, fun virtual events, and an in-person team retreat once a year.

How We Hire

1. Initial Screen: 30-minute chat with the Partnerships Manager.
2. Workshop: A practical live session to see how we work together.
3. Final Round: 30-minute interview with the Partnerships Manager and Chief Executive Officer and Co-Founder.
4. Culture Q&A: 30-minute chat with the Senior Operations Manager to learn about Willful’s culture, values, and working environment.
5. References & Offer

Work where you want to

We’re looking for the right person to join our team so this role isn’t limited by geography and will be 100% remote. The only requirement is that you must be legally able to work in Canada.

We’re building a diverse team

Willful is committed to building a diverse team and encourages applications from individuals from underrepresented groups, including but not limited to women, racialized individuals, Indigenous people, 2SLGBTQIA+ individuals, and persons with disabilities. Accommodations are available on request throughout the hiring process.

AI Disclosure Statement

Willful uses artificial intelligence tools for internal note-taking purposes only. These tools do not influence candidate screening, evaluation, or hiring decisions, and are used solely to support accurate documentation and efficient internal communication.