Partnership Manager

Job Title: Partnership Manager

Primary Purpose

The Partnership Manager will be responsible for developing and managing a high-trust referral network that consistently generates high-quality lending opportunities and long-term strategic partner value. This role focuses on building strong professional relationships, qualifying leads, and ensuring seamless handover of opportunities to senior stakeholders.

Key Responsibilities

• Serve as the primary point of contact for buyers’ agents, referral partners, and key external stakeholders

• Build, nurture, and maintain strong, long-term professional relationships with referral sources

• Engage with potential partners, qualify leads, and ensure high-quality opportunity screening prior to handover to senior leadership

• Manage structured outreach and follow-up processes using Apollo and internal CRM systems (training provided)

• Maintain accurate pipeline tracking, partner records, and engagement history within CRM systems

• Support referral generation through proactive communication and consistent partner engagement

• Coordinate seamless lead handover to ensure efficiency and conversion effectiveness

• Contribute to brand positioning through partner education and relationship development

• Identify market trends, partnership opportunities, and high-value referral channels

Required Skills & Competencies

• Strong relationship management and stakeholder engagement skills

• Excellent verbal and written communication skills; confident, calm, and non-pushy approach

• Proven ability in business development, outreach, or partnership management

• Strong pipeline management and CRM proficiency

• Commercial awareness and ability to assess business opportunities

• High level of discipline in follow-ups and process adherence

• Strong organisational skills and attention to detail

• Ability to build trust and long-term professional relationships

Preferred / Advantageous Experience

• Experience in B2B partnerships, financial services, banking, lending, or professional services

• Established network within accounting, financial advisory, or property sectors

• Familiarity with SMSF, property lending, or structured finance

• Experience using CRM tools and prospecting platforms such as Apollo

• Ability to evaluate and prioritise high-quality referral sources

Candidate Profile

• Relationship-first mindset with a long-term partnership focus

• Commercially astute with strong strategic thinking ability

• Highly disciplined in follow-up and pipeline management

• Proactive, opportunity-driven, and self-motivated

• Strong sense of accountability and ownership

• Professional, calm, and confident communicator

• Focused on value creation rather than transactional selling