ABOUT THE COMPANY
Digital Onboarding helps community banks and credit unions turn account holder data into timely, personalized action. Our data-driven lifecycle engagement platform guides account holders to their next best step across the channels they use most. We believe that when people feel financially secure, they can focus on what matters most in their lives. Institutions that make it easy to access and use financial services build a lasting competitive edge and strengthen the communities they serve. That’s the mission driving everything we do.
ROLE OVERVIEW
Develop and execute a partnership strategy to identify, sign, and commercialize partnerships that help Digital Onboarding meet its revenue and profit goals. Partner closely with internal stakeholders to align partner strategy with company objectives, and use AI tools where possible to drive efficiency and sharpen decision-making. As our partner ecosystem grows, using AI and automation to speed up research, forecasting, and reporting isn’t optional — it’s core to how this role scales its impact and improves outcomes without adding headcount.
Build and execute a partnership strategy that drives measurable revenue growth through targeted channels and partners
Identify and sign new partners that align with company goals and strengthen the overall partner strategy
Own the partner pipeline and forecast, and report progress and risks to leadership regularly
Collaborate with Marketing, Operations, and Product to ensure partner initiatives are aligned company-wide
Support partners with proposals, presentations, and joint sales calls to help close strategic deals
Champion Digital Onboarding’s mission and values across the partner team
Continuously test and refine partnership approaches to improve commercial outcomes
Use AI and other emerging tools to streamline partner research, proposal development, and pipeline management
What You’ll Bring
Must-Haves:
8+ years of experience building and scaling strategic partnerships (or equivalent experience)
Proven track record managing a partner pipeline in Salesforce or a similar CRM
Strong communication, leadership, and problem-solving skills
Self-starter comfortable driving deadline-driven results
Practical experience using AI or productivity tools to work more efficiently and make faster, better-informed decisions
Nice-to-Haves:
Knowledge of the banking and credit union market
WHY JOIN US
Fully remote, work from anywhere in the continental US
Unlimited, flexible PTO
Generous healthcare coverage plus wellness perks, including free counseling
401(k) retirement planning support
A flat, low-hierarchy culture that values ideas and ability over titles
COMPANY OVERVIEW
Digital Onboarding enables financial institutions to help people and businesses thrive by making it easier for them to stay financially organized and secure. Our digital engagement platform is designed specifically for financial service companies which makes us unique and easy-to-use from the start. We drive customer engagement and satisfaction by using a combination of highly personalized email, text and individually generated websites.
We are a digital team which means we hire the best and brightest from across the country. We like working with intelligent and kind people that fight for great ideas, want to get things done, and think creatively to challenge the status quo.
We are a growing company. All of our employees possess an over-the-top team approach towards achieving our goals. We operate in a dynamic industry that in turn creates a fast-paced environment; contributions are highly encouraged and recognized.
The above listed responsibilities should act as a guideline of expectations for this role and is not meant to be all-encompassing. The duties and responsibilities of this position may change from time to time, at the sole discretion of Digital Onboarding.
This is a full time, exempt position.