Strategic Partnerships Lead
Overview
Red Oak is a PE-backed, multi-product compliance SaaS platform serving the financial services sector. As we scale and expand our product suite through acquisitions, strategic partnerships have become a critical growth lever.
Red Oak's Compliance Connectivity Platform is repositioning from soley a compliance solution to a revenue acceleration platform — helping wealth management firms grow AUM faster through compliant, high-velocity content distribution. The Strategic Partnerships Lead will own and grow the partner ecosystem that makes that positioning real in the market.
This person will identify, secure, and nurture two categories of partnerships: technology integrations that expand CCP's value within the advisor's existing workflow and go-to-market relationships that create mutual, measurable pipeline. They will report to the Chief Revenue Officer and carry a revenue target tied to partner-sourced and partner-influenced pipeline.
Responsibilities
▪ Partnership Strategy: Develop and execute a partnership strategy aligned with Red Oak's growth goals. Identify and prioritize high-value opportunities across technology integration, co-sell, referral, and channel categories.
▪ Business Development: Prospect, pitch, and close partnership agreements with third-party companies. Own the full lifecycle from initial outreach through signed agreements and active revenue contribution.
▪ Technology & Integration Partners: Work with Product and Engineering to prioritize and deliver integrations that embed Red Oak into the advisor's daily workflow and extend CCP's value.
▪ Go-to-Market & Pipeline Partners: Build co-sell and co-marketing relationships with adjacent fintech companies. Structure agreements with shared pipeline accountability on both sides — not just referral handshakes, but programs where both parties have skin in the outcome.
▪ Ecosystem-Led Pipeline: Build partnership structures where inbound pipeline is a natural byproduct of the relationship — joint go-to-market programs, co-authored content, shared events, and referral arrangements designed so that partner activity surfaces Red Oak to the right buyers without requiring a direct outbound motion from our team.
▪ Revenue Accountability: Carry a revenue target tied to partner-sourced and partner-influenced pipeline. Track and report on partner contribution to bookings and ARR with rigor in CRM.
▪ Go-to-Market Collaboration: Work closely with Sales, Marketing, and Product to enable co-sell motions, joint marketing campaigns, and integration roadmaps with partners.
▪ Market Intelligence: Stay current on the wealth management technology landscape, competitor partnerships, and emerging ecosystem opportunities. Feed insights back into company strategy.
▪ Process & Reporting: Build repeatable partnership processes, playbooks, and reporting frameworks. Ensure leadership has clear visibility into pipeline health and partner performance.
Location
This role is based at our North Austin HQ, with a minimum of 3 days (Tues–Thurs) in the office each week.
Benefits
Equity Units
Healthcare Insurance
5% 401K match
Unlimited PTO