Partnership Account Manager

Reporting to the Portfolio Lead, the Partnership Account Manager (Financial Institutions), (PAM-FI) will be responsible for the strategic management and performance of a portfolio of financial institution partners.

Operating as an individual contributor, the PAM-FI will lead the design and implementation of partner-facing business plans and programs, serving as a trusted advisor, technical consultant, and relationship manager.

With a deep understanding of financial institutions and a strong customer success mindset, the PAM-FI will deliver tailored, high-impact solutions that align with partner priorities and advance mission. This role is central to driving program execution, strengthening institutional relationships, and enabling business growth across the assigned portfolio.

Key Responsibilities:

Job Specific Accountabilities:

(A) Account Management

(1) Serve as the primary relationship owner for assigned financial institution partners, building and maintaining trust-based, strategic relationships that align with partners goals and mission;

(2) Facilitate regular engagement and collaboration with partner teams, ensuring clear communication, mutual accountability, and ongoing alignment with partnership objectives;

(3) Lead the implementation of partner-facing programs, including onboarding, capacity building, product design, marketing support, and impact tracking;

(4) Provide technical guidance and advisory support to partners on inclusive financial products and delivery models, particularly those targeting low-income households for water and sanitation access (or similar impact areas);

(5) Ensure timely and effective issue resolution, performance monitoring, and adaptive management of partnership activities;

(6) Maintain high-quality data on partner activities, ensuring completeness, accuracy, and timely updates in internal systems and dashboards to inform decision-making.

B. Business Development

(1) Actively contribute to the expansion of reach by identifying new opportunities within existing partnerships and building strategic relationships with key decision-makers and influencers in the financial services ecosystem;

(2) Collaborate with internal teams to craft tailored value propositions for potential partners, drawing from tools, products, research, and success stories;

(3) Stay informed on financial sector trends, regulatory developments, and market opportunities that could influence partner priorities or open new avenues for collaboration;

(4) Represent at relevant forums, meetings, and industry events to increase visibility and build credibility with potential partners and stakeholders.

C. Business Metrics and Reporting:

(1) Monitor partner performance against agreed milestones, including disbursement targets, outreach goals, and impact metrics (e.g., number of households served, portfolio performance);

(2) Prepare and deliver regular internal and external reports on partnership status, challenges, lessons learned, and contributions to broader organizational goals;

(3) Track and forecast partner-level fund utilization and ensure alignment with grant conditions, donor reporting needs, and impact strategies;

(4) Collaborate with M&E and portfolio teams to interpret results, support learning, and inform improvements in partnership strategies and service delivery.

Department Accountabilities:

(1) Impact Strategy Leadership and Execution

(2) Portfolio and Account Management

(3) Business Development

(4) Business Metrics and Data Insights

(5) Pre-Award and Post Award Administration

(6) Project Management

(7) Risk Identification

(8) Advisory and Consulting Services

4. QUALIFICATIONS, EXPERIENCE AND COMPETENCIES:

Qualification and Experience:

(1) Applicants must have masters degree and/or equivalent;

(2) Minimum five years of experience in partnership/account management, relationship development, or business consulting roles, preferably within financial institutions (banks, NBFCs, MFIs) or development finance.orwater and sanitation infrastructure finance/projects;

(3) Proven record of expanding accounts and business contracts;

(4) Proficiency in English, both oral and written.

Skills and Competencies:

(1) Customer Focus: Builds strong customer relationships and delivers customer-centric solutions.

(2) Optimizes Work Processes: Knows the most effective and efficient processes to get things done, with a focus on continuous improvement.

(3) Communicates Effectively: Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences.

(4) Values Differences: Recognizes the value that different perspectives and cultures bring to an organization.

(5) Nimble Learning: Learns through experimentation when tackling new problems, using both successes and failures as learning fodder.

Complex Problem-Solving Skills

(1) Ability to manage multiple complex internal and external relationships, requiring application of existing standards and processes related to account management and/or business development;

(2) Functional knowledge of related industry and/or market segments within the assigned portfolio of accounts in one or more of the following partnership areas: public or private enterprises focusing on water and/or sanitation projects/finance and financial institutions;

(3) Broad knowledge of programmatic planning and experience appropriately mitigating and/or escalating risks within the assigned accounts;

5. TRAVEL: Travelup to 25% of the time both domestically and internationally.