BALANCE is a nationwide non-profit organization committed to helping individuals and families overcome their financial challenges and meet their goals. Through local and national education and counseling programs we provide help and hope to families overwhelmed by debt, facing foreclosure, struggling to master their money, caught in a cycle of over-priced fringe financial services, or trying to purchase their first home.

We are currently seeking a Partner Relations Manager to support our financial institution, non-profit, employer, and EAP (Employee Assistance Program) partners to ensure they are using and maximizing their BALANCE partnerships with the goal of retaining and expanding our partnerships. Building and maintaining strong relationships with key contacts within each partner is the most important task in this position. Other duties include maintaining partnership information in our information systems (primarily Salesforce) along with proactively supporting partners' evolving needs. These needs will include training (in-person and/or virtual) partners on BALANCE program enhancements, best practices, and new releases along with presenting workshops and/or webinars.

Sales is a part of this role - both new sales to prospects and upselling to current partners. Each PRM will have sales goals along with quarterly goals for partner outreach.

Additional responsibilities include:

Acting as the main point of contact between BALANCE assigned partners. Manage partner relationships by staying in contact with clients monthly and providing regularly scheduled reports on activity. Develop ways to leverage and further embed the program to increase participation and enhance the services offered through the partner.

Identify opportunities to increase sales and define strategies for outreach to new potential partners. Present and expand product opportunities with partners.

Responsible for the onboarding and maintenance of partner records and partner key contact information.

Update Salesforce and coaching notes when pertinent information changes.

Hold webinar conferences with partners to train current and new employees. Training may include programs and services available to their clients, the benefits of their program, how to navigate materials, and how to make proper referrals to BALANCE.

Present in person to local partners, conduct in person workshops, host live webinars, and pre-record webinars on a variety of topics.

Follow up on any request or service questions from partners and coordinate service issues with management to help identify potential partnership enhancements.

Coordinate marketing material requests with partners and marketing departments. Assist with proofreading and reviewing of these documents prior to delivery to the partner to ensure accuracy.

Arrange and coordinate special events, projects, workshops, and webinars for partners.

Required Skills:

High emotional intelligence along with exceptional customer service and interpersonal skills. Ability to manage difficult customer/client situations.

Ability to train and present materials and information effectively.

Exceptional problem-solving skills with the ability to craft solutions in a timely manner.

Ability to manage time effectively, prioritize and plan work activities to meet deadlines.

Develop project plans, coordinate, and communicate changes and progress. Complete projects on time and within budget.

Strong attention to detail. Ability to demonstrate accuracy and thoroughness.

Write clearly and informatively, edit work for spelling and grammar. Dynamic writing style to meet needs and present numerical data effectively.

Must be a motivated, self-starter that can work independently, demonstrate resourcefulness, and take initiative.

Possess a strong sense of urgency and high levels of persuasiveness.

Ability to adapt to changes in the work environment and unexpected events. Manage competing demands and change approach or method to best fit the situation.

Bachelor's Degree or equivalent combination of education and experience. Sales experience preferred

Ability to travel occasionally both locally and cross-country.

Ability to work flexible hours when necessary.

Bilingual (English/Spanish) preferred.

BALANCE offers a fun and collaborative environment with exceptional benefits for our employees. Benefits include medical, dental, vision, and life insurance; 403(b) retirement plan, three (3) weeks' paid time off, plus paid federal holidays, an extensive training program, and more!

BALANCE is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, genetic information, veterans' status, gender identity or expression, sexual orientation, or any other characteristics protected by applicable federal, state, or local law.

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For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

https://balancepro.isolvedhire.com/jobs/1342326-156336.html