Description
As a Partnership Manager, you will be accountable for managing and nurturing relationships with a portfolio of Benchmark Capital partner firms. Your role is pivotal in developing trusted, multi-layered relationships with senior leadership and operational teams within our partners, ensuring their evolving needs are met with Benchmark’s solutions and services.
Working closely with various internal teams including Partnership Management, Implementation, and Integration you will oversee smooth transitions for new clients and champion the ongoing adoption and optimisation of our platforms and tools. You will play a critical role in resolving service issues, delivering proactive solutions, and driving continuous improvement in both partner and client experiences.
What you'll do
Manage day-to-day relationships with a portfolio of partner firms, building trust and multi-tiered relationships at senior and operational levels.
Work collaboratively with internal teams to deliver seamless transitions from prospective partners to established clients.
Develop a deep understanding of partner needs to ensure solutions are precisely aligned and effectively adopted.
Drive engagement and loyalty across our platforms, with a focus on promoting retention.
Identify, prioritise, and resolve partner service issues, collaborating across the business to ensure timely resolution.
Analyse partnership data, identify trends, and implement proactive solutions.
Lead the adoption of Benchmark systems and services, including third-party benefits related to Best Practice Membership.
Support regular relationship management meetings, providing detailed reporting and monitoring against SLAs.
Facilitate expert-level knowledge transfer on key platforms (e.g., Fusion and Enable) to partner firms, removing barriers to effective use.
Contribute to the identification and prioritisation of partner needs, ensuring their representation in company planning.
Record and maintain comprehensive partnership activity within Salesforce.
Serve as an active team member—creating plans for client needs, resolving issues, promoting excellent customer service, and maintaining a positive company image.
The knowledge, experience and qualifications you need
Minimum 3 years’ experience in customer relationship management or a customer success function.
Strong understanding of financial planning businesses, with a focus on investments and wealth management.
Excellent communication, presentation, and negotiation skills, with proven ability to build relationships at all organisational levels.
Organised, with well-developed time management and problem-solving abilities.
A collaborative team player, able to build internal consensus and foster confidence among stakeholders.
Experience with influencing, supporting, and training clients in the adoption of technical solutions.
Knowledge of the software development lifecycle (Desirable)
Experience with IT CRM systems and processes.
Proven record of working in multi-disciplinary teams across compliance, technology, and service (Desirable)
Valid UK driving licence.
The base
You'll be based at the Benchmark Head Office, within our Broadlands Business Campus near Horsham in West Sussex but will need to be present across our other offices, including the main Schroders headquarters in London. It has high standards and international reputation, without being in the city: a big, countryside campus means life will feel a little different.
We support our offices by using cutting edge software and hardware and our spacious campus facilities mean there's a great working environment for the team. With an on-site restaurant, coffee shop and gym, our campus has much to offer. And commuters can relax on our dedicated regular shuttle bus to and from Horsham’s main line train station