Relationship Manager- Expert Onboarding & Partnerships B2B

Key Responsibilities Expert Onboarding & Relationship Management Source, evaluate, and onboard credible financial experts to the FinMentor platform. Manage the end-to-end onboarding journey: profile setup, documentation, platform walkthrough, and branding alignment. Maintain ongoing expert relationships, ensuring engagement, satisfaction, and availability. Organize periodic expert meetings, community events, or feedback sessions to build rapport and platform loyalty. Marketing & Expert Promotion Create expert profiles, bios, and marketing collateral (presentations, case studies, intro videos). Collaborate with experts to build their personal brand under the FinMentor umbrella. Plan and execute marketing campaigns to highlight expert capabilities on social media, email newsletters, and the FinMentor website. Track performance of expert-specific campaigns (e.g., webinar attendance, conversion rates). Company Branding & Communication Own and update FinMentors company pitch deck, one-pagers, and introductory materials. Support founders in refining and delivering the company pitch to stakeholders, partners, and early clients. Prepare expert-client meeting material and ensure seamless pre-meeting alignment and follow-up. Strategy & Process Building Design scalable processes for expert acquisition, onboarding, and performance tracking. Identify key metrics to measure expert engagement and platform ROI. Act as a bridge between experts, product team, and business development for continuous feedback. You Might Be a Fit If You: Are a great communicator (written and verbal in english) and can pitch with clarity and enthusiasm. Highly self-directed. Understand the basics of finance or have experience in financial services (a plus). Are detail-oriented and able to manage multiple expert relationships simultaneously.