Partnerships Specialist

Willful is a digital platform that makes estate planning easy, affordable, and accessible for Canadians. Since 2017, more than 400,000 people have trusted us in creating their legal estate documents.

Partnerships are a meaningful growth channel at Willful. They help us reach new audiences, work with trusted brands, and drive partner sourced revenue.

We’re looking for a Partnerships Specialist to support the growth of our partnerships programs. 

Reporting to the Partnerships Manager, you’ll run day to day execution of partnership programs, manage smaller partnerships end to end, and support larger, strategic initiatives. You’ll also own partnership operations and reporting, and help put processes in place so partnerships stay organized and measurable as they scale. You’ll work directly with partners, manage timelines, and take ownership of execution and performance. 

This is a newly created role and starts as a 6 month contract, with a clear opportunity to transition to a permanent position based on performance and mutual fit. This role is best suited to someone who has operated in an agency, startup or high-growth environment, is comfortable with ambiguity, and prefers building and fixing over managing at a distance.

• Own partnership operations, including volume orders processing, tracking, briefs, and follow ups
• Build and maintain clear processes based on direction from your manager
• Keep partnership files, documentation, and data organized and structured
• Automate and create processes to reduce manual work e.g. Reporting automation

• Execute partnership campaigns across content, co branded emails, social assets, and other tactics & channels 
• Build and execute creative ideas for partnership programs
• Manage timelines and make sure campaigns ship on time
• Coordinate approvals and keep partners engaged and accountable
• Act as the main point of contact for specific partners

• Maintain and improve reporting across all partnerships
• Track partner sourced revenue and transaction volume
• Share clear updates on what’s working and what’s not

• Partnerships are organized and easy to manage
• Own creative campaigns & ship them on time
• Partnerships assigned to you increased revenue QoQ
• Reporting is reliable and improved

• You have 3 - 4 years of experience in marketing, partnerships, or a related role
• You’ve executed marketing or partnerships campaigns or projects end to end
• You’re organized and good at keeping multiple things moving at once
• You’re comfortable working with external partners and communicating clearly
• You’re confident with data and analytics, have hands-on experience pulling reports, interpreting performance data, and using insights to drive strategy.
• You’re good at improving processes and fixing structures
• You have experience operating in an agency environment, startup or high-growth companies and are comfortable with ambiguity, shifting priorities, and limited resources.

• Experience working with regulated or trust-based consumer industries (financial, legal, health).
• SQL experience or working with Metabase

We’re looking for the right person to join our team so this role isn’t limited by geography and will be 100% remote. The only requirement is that you must be legally able to work in Canada. You’ll attend in-person company retreats and strategic planning sessions a few times a year.

1. Recruiter Interview (20m)
2. Interview with the Partnerships Manager (30m)
3. Live Workshop Session
4. Final interview with Partnerships Manager and CRO (60m)
5. References
6. Offer
   

• Anticipated salary range of $70,000 to $80,000. The exact salary will be within this range and dependent on the successful candidate’s relevant skills, experience, and qualifications
• Participation in employee stock option plan (ESOP)
• Comprehensive benefits plan, including health, dental, and vision
• Flexible perks including the choice of a health spending account (HSA) or RRSP matching
• A $500 wellness budget to support your physical, mental and emotional health
• Monthly meal and entertainment budget
• 4.5 day work week year-round, and flexible work hours
• Company-wide paid “recharge” days off in December, in addition to your vacation time
• Fun and inclusive virtual team events
• In-person team and company-wide events

Willful is committed to building a diverse team and encourages applications from individuals from underrepresented groups, including but not limited to women, racialized individuals, Indigenous people, LGBTQ+ individuals, and persons with disabilities. We are also committed to providing reasonable accommodations to applicants with disabilities during the recruitment process. If you require an accommodation at any stage of the application or interview process, please let us know and we’ll work with you to ensure a fair and accessible experience.

ASAP

If you’re excited to own lifecycle outcomes and help Canadians navigate important decisions with clarity and trust, we’d love to hear from you. Please submit:

1. A few sentences on why you’re interested in Willful and how your experience aligns with this role.
2. A brief description of a program initiative you owned, including what worked and what didn’t.
   

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