Manager, Merchant Engagement Strategy

Questrade Financial Group (QFG), through its companies - Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, Zolo, and Flexiti Financial Inc., provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. Questrade uses cutting-edge technologies to develop innovative products that give customers better, more affordable ways to take control of their money. 
 
We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.
 
At QFG, we have a culture of innovation where technology serves people—both our team and our customers. We see AI as a collaborative and transformative enabler, and we are seeking forward-thinking individuals who can effectively integrate it into their daily work. The ideal candidate will be a catalyst for change, helping us use AI to create a more efficient and rewarding employee experience while also developing cutting-edge solutions that delight and serve our customers. Join us in shaping a future where AI empowers our team to do their best work and helps us deliver unparalleled customer experiences. 

This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, with a hybrid working environment you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at QFG.

What's in it for you as an employee of Flexiti?

• Health & wellbeing resources and programs 
• Paid vacation, personal, and sick days for work-life balance
• Competitive compensation and benefits packages
• Work-life balance in a hybrid environment with at least 3 days in office
• Career growth and development opportunities 
• Opportunities to contribute to community causes
• Work with diverse team members in an inclusive and collaborative environment 

We're looking for our next Manager, Merchant Engagement Strategy. Could it be you? 

The Manager, Merchant Engagement Strategy serves as the vital link between Flexiti and its valued merchant partners. This role is responsible for cultivating strong, mutually beneficial relationships, ensuring our partners' success fuels Flexiti's growth. You'll achieve this by deeply understanding merchant needs and strategically aligning them with our business objectives to expand our market reach and achieve our strategic goals.

As the Manager, Merchant Engagement Strategy, you'll be a key driver in managing and nurturing relationships with Flexiti's merchant partners. You'll act as the primary point of contact, taking the lead on regular partner engagements to thoroughly understand their unique business challenges and opportunities. Your core responsibility will be to identify merchant needs, strategically balance them with Flexiti's business goals, and then translate these insights into actionable strategies. This will involve close collaboration with Flexiti's marketing team to align on initiatives, assess capacity for new projects, and effectively prioritize work to drive successful outcomes for both our partners and Flexiti.

Need more details? Keep reading…

In this role, responsibilities include but are not limited to: 

Lead Partner Engagements:

• Initiate, prepare for, and lead regular calls and meetings with Flexiti's partners, serving as the main point of contact for all strategic and operational discussions.
• Actively listen to and thoroughly understand merchant pain points, business objectives, and growth opportunities.
• Clearly articulate Flexiti's value proposition, new product offerings, and strategic direction to partners.
• Develop and maintain strong, trust-based relationships with key stakeholders within partner organizations.

Strategic Needs Assessment & Alignment:

• Proactively identify and assess the specific needs and challenges of merchants, leveraging insights gained from partner calls and market analysis.
• Collaborate cross-functionally to develop tailored solutions and strategies that balances merchant needs with Flexiti's overarching business goals.
•  Support new merchant onboarding by identifying and implementing innovative marketing strategies to generate awareness and drive engagement with newly onboarded merchants.
• Monitor industry trends and competitive landscapes to anticipate partner and merchant needs.

Marketing Collaboration & Project Prioritization:

• Work closely with the marketing team to align on merchant marketing strategies and campaigns.
• Clearly communicate partner feedback and merchant needs to the marketing team to inform content development, campaign execution, and promotional efforts.
• Assess marketing team capacity in relation to upcoming partner initiatives and merchant requests.
• Accurately document and raise detailed tickets to the marketing team for new projects, campaign support, and content creation, ensuring all necessary information is provided for prioritization
• Proactively follow up on marketing initiatives, ensuring timely delivery and alignment with partner expectations.

Performance Monitoring & Reporting:

• Track and report on key performance indicators related to partner engagement, merchant satisfaction, and the success of joint initiatives.
• Provide regular updates to internal stakeholders on partner status, challenges, and opportunities.
• Identify areas for improvement in partner processes and communication.

So are YOU our next Manager, Merchant Engagement Strategy? You are if you…

• Have 3-5 years of marketing campaign experience, such as partnership marketing and/or targeted marketing, preferably within a retail or financial services industry. 
• Have a minimum of 3 years of experience in a partner-facing role, such as account management, partner management, business development, or a similar capacity.
• Have a proven track record of successfully building and managing partner relationships and driving mutually beneficial outcomes.
• Have demonstrated experience in identifying client/customer needs and translating them into actionable strategies or solutions.
• Have superior verbal and written communication skills with the ability to articulate complex concepts clearly and persuasively to diverse audiences including internal and external stakeholders. Strong active listening skills.
• Have strong analytical skills with the ability to identify core problems, gather relevant information, evaluate options, and propose effective solutions.
• Have demonstrated ability to work effectively and collaboratively with cross-functional teams (e.g., Marketing, Sales, Product, Operations) to achieve shared goals.
• Are self-motivated with a strong sense of ownership and the ability to take initiative in identifying opportunities and addressing challenges.
• Have excellent organizational skills with the ability to manage multiple priorities, projects, and deadlines in a fast-paced environment.
• Have meticulous attention to detail, particularly when assessing needs, documenting requirements, and raising tickets.
• Have the ability to adapt to changing priorities, market conditions, and business needs.

Additional Information…

• Please note: This role will be required to be in office 3 days a week

Sounds like you? Click below to apply

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At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us. 

Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review. 

Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.