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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing strategic partnerships and business development pipelines, particularly within B2B SaaS and financial services. Proficient in evaluating partnership opportunities and collaborating with cross-functional teams to drive integration and revenue growth.
Highest-signal resume keywords
Strategic Partnerships ManagementBusiness Development Pipeline ManagementHubSpot CRM ExperienceWealth Management KnowledgeStrong Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Targeted OutreachPartnership EvaluationRevenue Pathway AssessmentIntegration Feasibility AnalysisOperational Workflow Understanding
Soft Skills
Relationship BuildingOrganizational SkillsIndependent WorkCross-Team Collaboration
Tools & Technologies
HubSpot
Industry Keywords
B2B SaaSFintechFinancial ServicesWealth ManagementInsurance
About the role
Key responsibilities & impact- Execute targeted outreach to potential strategic partners for Feathery’s Wealth Management and Insurance businesses across the US and Canada
- Build relationships with stakeholders across partnerships, product, technology, and operations
- Evaluate partnership opportunities based on revenue pathways, distribution potential, and integration feasibility
- Own and manage the partnership pipeline in HubSpot from target identification to active partner
- Collaborate with Wealth Solutions, Sales, Product, and Engineering to advance opportunities, align integrations, support pilots, and onboard partners
- Monitor wealth management outsourcing providers and the broader ecosystem to identify opportunities and refine priorities
- Identify and prioritize adjacent financial services markets with strong product fit and revenue potential
- Assess opportunities based on onboarding complexity, client or end-user volume, integration requirements, and revenue pathways
- Manage a separate new client channel pipeline in HubSpot
- Collaborate with Sales, Product, and Engineering to validate markets, tailor messaging, and hand off qualified opportunities
- Monitor competitive dynamics, technology trends, and emerging opportunities, sharing insights with Product
Requirements
What you’ll need- 3+ years of experience in strategic partnerships, business development, or channel development, ideally within B2B SaaS, fintech, or financial services
- Demonstrated experience executing targeted outreach, qualifying commercial opportunities, and developing relationships with senior stakeholders
- Strong commercial judgment to evaluate revenue potential, distribution opportunities, and market fit
- Ability to understand complex operational workflows and assess technical integration requirements
- Experience managing business development pipelines in HubSpot or a similar CRM
- Strong communication, relationship-building, and organizational skills, with the ability to work independently and across teams
- Familiarity with wealth management, insurance or adjacent financial services markets
- Experience developing strategic partnerships, referral networks, or new client channels
- Experience working with Product and Engineering teams on integrations or technical partnerships
- Experience in an early-stage or high-growth B2B SaaS company
Benefits
Comp & perks- Competitive compensation and equity
- HRA health plan
- Unlimited PTO
- 401(k) plan
- Company offsites to connect and recharge
- A supportive, low-ego team that values ownership and growth