Partnerships Lead

📌 Core Information

🔹 Job Title: Partnerships Lead

🔹 Company: Passthrough

🔹 Location: New York, NY, United States (Remote OK)

🔹 Job Type: Full-Time

🔹 Category: Financial Services

🔹 Date Posted: July 8, 2025

🔹 Experience Level: 5-10 years

🔹 Remote Status: Remote OK (Strong preference for East Coast due to time zones and proximity to partners)

🚀 Job Overview

Key aspects of this role include:

• Driving strategic growth initiatives across all partner channels
• Working cross-functionally with various stakeholders to optimize and scale partner success
• Supporting prospective partners through the full partnership lifecycle
• Performing ongoing data analysis to inform decision-making and prioritization efforts

ASSUMPTION: This role requires a high level of autonomy and the ability to manage multiple priorities. Successful candidates will have experience working with complex, strategic accounts and navigating multiple workstreams.

📋 Key Responsibilities

✅ Become an expert in how and why our partners work with us, and identify mutually-beneficial opportunities to increase partner engagement, pipeline generation, and product usage

✅ Work with partners to create and launch implementation and activation plans for a joint Passthrough-partner solution to generate both new business and expansion opportunities

✅ Work cross-functionally with both internal and external teams to drive successful outcomes, providing insights, messaging, frameworks, tools, and processes

✅ Support prospective partners through the full partnership lifecycle: sourcing, pitching, structuring, negotiating, launching, and managing ongoing relationships

✅ Build, refine, and maintain reporting methodologies and documentation approach, inclusive of both internal and external playbooks, frameworks, and dashboards

✅ Perform ongoing and ad-hoc data analysis to inform decision-making and prioritization efforts for both the company and the team, working directly with leadership to define KPIs, success metrics, and prioritization for various team and company initiatives, campaigns, goals, and targets

ASSUMPTION: This role requires strong analytical skills, attention to detail, and the ability to work independently and collaboratively to achieve results.

🎯 Required Qualifications

Education: Bachelor's degree in Business, Finance, or a related field (or equivalent experience)

Experience: 5+ years of experience in business development, partnerships, sales, or related disciplines

Required Skills:

• Proven track record of driving growth within an organization
• Experience working with complex, strategic or enterprise accounts with numerous stakeholders and multiple workstreams
• Ability to take extreme ownership over projects and initiatives, managing multiple competing priorities with limited resources
• Strong verbal, written, and interpersonal communication skills, with the ability to build and manage relationships both tactically and strategically
• Experience working cross-functionally with different stakeholders and team members in a wide range of roles, engaging and influencing various levels of decision-makers and stakeholders

Preferred Skills:

• Experience working for an early-stage company in a fast-paced, ever-changing startup environment
• Experience working with B2B2B products and organizations
• Familiarity with the alternative investment industry, understanding key players, trends, and processes, specifically related to back-office operations and technology

ASSUMPTION: Successful candidates will have a proven track record of driving growth and managing complex partnerships. They will be comfortable working in a fast-paced, dynamic environment and collaborating with various stakeholders.

💰 Compensation & Benefits

Salary Range: $140,000 - $150,000 (OTE: $160,000 - $200,000, including target variable pay up to $50k)

Benefits:

• Competitive salary (base salary + performance-based bonus)
• Passthrough stock options
• Flexible remote-first work policy
• WeWork All-Access membership (if applicable)
• Health, dental, and vision insurance
• Annual health & wellness stipend
• 401k contribution program with matching
• Life insurance
• PTO & unlimited sick leave
• Parental leave

Working Hours: Full-time, with flexible hours and a strong preference for someone on the East Coast due to proximity to partners and working time zones

ASSUMPTION: The salary range provided is based on market data pulled from Pave. The total rewards package includes base salary, a variable performance-based bonus, equity (stock options), and benefits.

📌 Applicant Insights

🔍 Company Context

Industry: Financial Services, specifically focused on private equity and venture capital

Company Size: 11-50 employees, which means applicants can expect a mid-sized company culture with opportunities for growth and impact

Founded: 2020, with a focus on simplifying investor onboarding, fund closing, and compliance for private equity and venture capital funds

Company Description:

• Passthrough automates the subscription process for private funds, making it easy to distribute subscription agreements to investors and have them executed electronically
• The platform adds logic to investor questionnaires, so investors are only asked relevant questions, and requires form completion for better compliance and structured investor data
• Passthrough supports any subscription agreement and aims to save time, improve compliance, and provide structured investor data

Company Specialties:

• Private equity
• Real estate
• Fund formation
• Venture capital
• Legaltech
• Fintech

Company Website: Passthrough

ASSUMPTION: Passthrough is a growing company in the financial services industry, focusing on streamlining processes for private funds. Successful applicants will have a strong interest in the alternative investment industry and a passion for driving growth and innovation.

📊 Role Analysis

Career Level: Mid-level to senior, with the opportunity to grow and make a significant impact on the company's success

Reporting Structure: This role reports directly to the Head of Partnerships and works cross-functionally with various teams, including sales and the executive team

Work Arrangement: Remote OK, with a strong preference for someone on the East Coast due to proximity to partners and working time zones

Growth Opportunities:

• As the company grows, there will be opportunities for the Partnerships Lead to expand their team and take on more responsibilities
• Successful candidates will have the opportunity to shape the partnership strategy and make a significant impact on the company's growth
• Passthrough offers a competitive benefits package, including equity, which provides opportunities for long-term growth and success

ASSUMPTION: This role offers significant growth opportunities for the right candidate, with the potential to make a real impact on the company's success.

🌍 Location & Work Environment

Office Type: Remote-first, with a strong preference for someone on the East Coast due to proximity to partners and working time zones

Office Location(s): New York, NY

Geographic Context:

• The East Coast time zone preference allows for better collaboration with partners and working hours that align with the company's primary customer base
• New York, NY, is a major financial hub, providing ample opportunities for networking and partnerships
• The remote-first policy offers flexibility and work-life balance, with the ability to work from home or a co-working space

Work Schedule: Full-time, with flexible hours and a strong preference for someone on the East Coast due to proximity to partners and working time zones

ASSUMPTION: The remote-first policy and East Coast time zone preference provide a flexible work environment that caters to the needs of both the company and its employees.

💼 Interview & Application Insights

Typical Process:

• Initial screen: A quick 20-30 minute chat with someone from the team to learn more about the candidate and what they're looking for in their next role
• Meet your manager and colleagues: 45-minutes with the hiring manager (Head of Partnerships) and 30 minutes with someone from the sales team
• Case study and presentation: A brief assessment to give the candidate a sense of the work they'll do and problems they'll solve at Passthrough, which they'll then present to a few members of the team
• Meet additional colleagues: After the presentation, the candidate will have a chance to chat with the COO
• Meet one of our cofounders: 30-minutes with the CEO
• Get a decision: The company will get back to the candidate within two weeks on what's next

Key Assessment Areas:

• Cultural fit and alignment with Passthrough's mission and values
• Problem-solving skills and the ability to think critically about partnership strategies
• Communication skills and the ability to build and maintain relationships with partners and stakeholders
• Data analysis skills and the ability to perform ongoing and ad-hoc data analysis to inform decision-making

Application Tips:

• Tailor your resume and cover letter to highlight your relevant experience and skills for this role
• Prepare for behavioral and situational interview questions that focus on your partnership experience and problem-solving skills
• Research Passthrough and the alternative investment industry to demonstrate your understanding of the company and its mission

ATS Keywords: Business development, partnerships, sales, strategic growth, cross-functional collaboration, data analysis, stakeholder engagement, partnership lifecycle, implementation, activation, reporting, KPI definition, prioritization

ASSUMPTION: The interview process is designed to learn as much about each candidate as possible and give them access to the team to learn about what it's like to work at Passthrough.

🛠️ Tools & Technologies

• CRM software (e.g., Salesforce, HubSpot)
• Data analysis tools (e.g., Excel, Google Sheets, SQL)
• Project management tools (e.g., Asana, Trello)
• Communication and collaboration tools (e.g., Slack, Microsoft Teams)

ASSUMPTION: Successful candidates will be comfortable using various tools and technologies to manage partnerships, perform data analysis, and collaborate with internal and external teams.

👔 Cultural Fit Considerations

Company Values:

• Customer-centric: Passthrough prioritizes the needs of its customers and partners, ensuring their success and satisfaction
• Innovative: The company encourages creativity, continuous learning, and the pursuit of new ideas to drive growth and improvement
• Collaborative: Passthrough fosters a culture of teamwork, open communication, and mutual respect

Work Style:

• Remote-first: Passthrough offers a flexible work environment that caters to the needs of both the company and its employees
• Fast-paced: The company operates in a dynamic and ever-changing environment, requiring employees to be adaptable and responsive to change
• Data-driven: Passthrough uses data to inform decision-making and drive growth, requiring employees to be comfortable working with data and performing analysis

Self-Assessment Questions:

• Do you thrive in a fast-paced, dynamic environment, and are you comfortable with change and ambiguity?
• Are you comfortable working remotely and collaborating with teams in different time zones?
• Do you have a strong customer focus and a passion for driving growth and innovation?

ASSUMPTION: Successful candidates will be a strong cultural fit for Passthrough, with a customer-centric mindset, a passion for innovation, and a collaborative work style.

⚠️ Potential Challenges

• The Partnerships Lead role requires a high level of autonomy and the ability to manage multiple priorities, which can be challenging for candidates who prefer a more structured work environment
• The role involves working with complex, strategic accounts and navigating multiple workstreams, which can be challenging for candidates with limited experience in partnership management or business development
• The remote-first work environment may present challenges for candidates who prefer an on-site work arrangement or struggle with remote work
• The East Coast time zone preference may present challenges for candidates who live in significantly different time zones, impacting work hours and collaboration

ASSUMPTION: Successful candidates will be comfortable working independently, managing multiple priorities, and collaborating effectively in a remote-first work environment.

📈 Similar Roles Comparison

• Partnerships Lead vs. Business Development Manager: The Partnerships Lead role focuses more on strategic growth initiatives and cross-functional collaboration, while the Business Development Manager role may be more focused on sales and revenue generation
• Industry-specific context: The alternative investment industry is unique, with its own set of regulations, compliance requirements, and customer needs. Successful candidates will have a strong understanding of the industry and its nuances
• Career path comparison: The Partnerships Lead role offers significant growth opportunities, with the potential to expand the team and take on more responsibilities as the company grows

ASSUMPTION: Successful candidates will have a strong understanding of the alternative investment industry and a clear vision for their career growth and development.

📝 Sample Projects

• Developing a comprehensive partnership strategy that drives growth and optimizes partner success
• Creating and launching implementation and activation plans for a joint Passthrough-partner solution
• Performing ongoing data analysis to inform decision-making and prioritization efforts for both the company and the team
• Building and refining reporting methodologies and documentation approach, inclusive of both internal and external playbooks, frameworks, and dashboards

ASSUMPTION: Successful candidates will have experience working on similar projects and be comfortable taking on new challenges and initiatives.

❓ Key Questions to Ask During Interview

• Can you describe the company's partnership strategy and how this role fits into that overall vision?
• How does the company support its partners, and what resources are available to help them succeed?
• What is the company's approach to cross-functional collaboration, and how does this role work with other teams within the organization?
• What are the key priorities for this role in the first 30, 60, and 90 days?
• How does the company measure the success of its partnerships, and what KPIs are most important for this role?

ASSUMPTION: Successful candidates will ask thoughtful and insightful questions that demonstrate their understanding of the role and their commitment to driving growth and success.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume and cover letter to highlight your relevant experience and skills for this role
• Prepare for behavioral and situational interview questions that focus on your partnership experience and problem-solving skills
• Research Passthrough and the alternative investment industry to demonstrate your understanding of the company and its mission
• Follow up with the hiring manager within two weeks of submitting your application to express your interest and reiterate your qualifications

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.