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Channel Partnership Representative

Filevine· Partnerships
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Hybrid (Salt Lake City / San Francisco / Chicago / New York)Full-timePosted 4w ago

About the role

The Channel Partnership Representative (PDR) drives Filevine's channel partnerships motion, focusing on developing new partnerships, optimizing referral processes, and collaborating cross-functionally to maximize partner-driven revenue.

Responsibilities

  • Shepherd inbound referrals from partnership managers to AEs, ensuring meetings get booked and deals move efficiently through the pipeline.
  • Act as the liaison between partners and AEs to optimize referral conversion rates.
  • Track and report on referral performance, identifying trends and opportunities for improvement.
  • Engage partner-sourced prospect lists to drive outreach efforts that generate new business and upsell opportunities.
  • Maintain clear organization and communication across teams to ensure seamless execution of partner-driven deals.
  • Occasionally attend partner events (alongside an AE or partner channel manager) to strengthen partner relationships and source new referral opportunities.
  • Proactively identify and recruit new referral partners and event sponsors through outbound efforts.
  • Engage potential partners across multiple channels — email, calls, social media, and events.
  • Develop compelling outreach messaging and partner marketing campaigns.
  • Support co-marketing initiatives and partner enablement strategies.
  • Grow and nurture collaborative partnerships with SMB partners and marketing agencies.
  • Prioritize timely follow-up to keep calls scheduled and leads moving forward.
  • Build strong product knowledge to speak confidently about how Filevine helps partners' clients.

Qualifications

  • Experience in sales, partnerships, or a customer-facing role (tech or SaaS preferred).
  • Strong outbound prospecting and business development experience preferred.
  • Comfort operating in ambiguity — this is a new, evolving role.
  • Ability to work cross-functionally across Sales, Partnerships, and Marketing.
  • Exceptional written and verbal communication skills.
  • Experience using CRM tools (Salesforce preferred) to track partnerships and referrals.
  • A self-starter mentality with a track record of executing on growth initiatives.

Skills

Required:Referral managementOutbound prospectingPartnership developmentCRM proficiencyCommunication

Benefits

  • A dynamic, rapidly growing company, focused on helping organizations thrive
  • Medical, Dental, & Vision Insurance (for full-time employees)
  • Competitive & Fair Pay
  • Maternity & paternity leave (for full-time employees)
  • Short & long-term disability
  • Opportunity to learn from a dedicated leadership team
  • Top-of-the-line company swag
Last updated Oct 21, 2026. Interested? Apply on the company site.
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