companyRelay Financial Inc. logo

Strategic Operations Manager - Partnerships

On-site Full-time CA$126K/yr - CA$154K/yr

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Experience Level

Manager

Qualifications

The ideal candidate will possess:A proven track record in strategic operations, particularly within partnerships or sales enablement roles. Exceptional analytical skills with the ability to leverage data to drive strategic recommendations. Strong communication and interpersonal skills, ensuring effective collaboration with cross-functional teams. Experience in the financial services industry or a related field is preferred.

About the job

Relay is an innovative digital banking platform designed to empower self-made business owners with the financial tools and expertise they need to achieve mastery over their finances. Our goal is to eliminate financial uncertainties by providing clear visibility into cash flow, enabling our users to transform their hard work into enduring success.

We are seeking a Strategic Operations Manager - Partnerships to enhance our Partner Sales team, facilitating accounting and bookkeeping professionals in delivering exceptional service to their small and medium-sized business clients.

As a member of Relay, you will have the unique opportunity to make a significant impact by establishing a groundbreaking Partner Program from inception. You will be instrumental in our growth journey, defining and developing a critical function that will scale one of our most vital growth channels. In this role, you will collaborate with cross-functional teams—including Partner Sales, Marketing, Product, Data, RevOps, and Engineering—to provide the necessary enablement, data, and operational tools required for our partners to thrive and expand. If you are passionate about creating scalable systems, simplifying complexities, and empowering others with the necessary tools for success, Relay is the ideal environment for you.

Key Responsibilities

Channel Strategy & Planning

  • Oversee the revenue planning process for the Accounting and Bookkeeping (A&B) sales channel, including annual planning, quota design, territory modeling, and headcount forecasting.

  • Develop and maintain tailored go-to-market frameworks to enhance our approach to acquiring, activating, and expanding relationships with accounting and bookkeeping professionals.

  • Identify and drive strategic growth initiatives within the A&B segment, presenting data-driven recommendations to senior leadership to optimize partner sales in alignment with business goals.

Sales Process & Enablement

  • Design, document, and continually enhance the end-to-end sales process for A&B channel representatives, from prospecting to closing and handoff.

  • Collaborate with Sales Enablement to ensure the Sales team is equipped with the necessary playbooks, tools, and training to effectively engage accounting and bookkeeping professionals.

  • Lead best practices in pipeline management, deal inspections, and stage conversion optimization utilizing modern B2B go-to-market strategies and key revenue metrics.

About Relay Financial Inc.

Relay is at the forefront of the digital banking revolution, providing self-made business owners with robust financial tools that bring clarity, confidence, and control to their financial management. We strive to transform cash flow from a source of anxiety into a powerful asset that drives business resilience and success.

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