About Us:
At USALLIANCE, we pride ourselves on innovation, teamwork, training and development and career planning. We are a unique members-first Credit Union Culture driven by our core Values: Trust, Collaboration, Achievement and Making a Difference. As part of our team, you will have the opportunity to grow both personally and professionally in an inclusive and supportive environment. Represent USALLIANCE in the community and form lasting relationships with our members and partners.
About This Role:
This is a base salary plus commission, field-driven sales role designed for highly motivated, self-directed professionals with a proven track record of building and converting sales pipelines. Success in this role requires the ability to independently generate, re-engage, and grow business opportunities, with a strong focus on revitalizing existing Select Employee Group (SEG) partnerships within assigned markets.
The Partner Relationship Officer is responsible for reactivating, managing, and expanding USALLIANCE’s SEG relationships through a proactive, performance-driven B2B model. This role combines strategic account growth with hands-on field execution, including frequent on-site engagement, partner activation, and direct member enrollment to drive measurable membership growth, product adoption, and long-term partner value.
This position operates in a performance-based environment, where earning potential is directly tied to partner activation, account growth, and funded member outcomes.
Key Responsibilities:
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Proactively identify, prospect, and develop re-engagement opportunities within assigned markets, building and maintaining a consistent, self-generated pipeline across existing Select Employee Group (SEG) relationships and targeted new partners
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Own the full sales lifecycle within assigned portfolio, including outreach, reactivation, consultative needs assessment, solution positioning, and activation of new growth opportunities
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Develop and execute strategic account plans for each SEG, including opportunity sizing, engagement strategy, and clearly defined growth, product adoption, and activation targets
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Serve as the primary relationship owner for assigned partners, building and maintaining strong stakeholder relationships (HR, Payroll, Benefits, Finance, Operations) and expanding opportunities within existing accounts
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Conduct consultative B2B needs assessments to identify workforce needs and align solutions that drive measurable partner value and member growth
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Generate new business opportunities within existing SEG populations while selectively prospecting within assigned markets to expand the partner portfolio
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Plan and deliver on-site and virtual engagement initiatives—including financial wellness sessions, onboarding events, and partner activations—designed to drive measurable enrollment, funded accounts, and sustained participation
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Promote and drive adoption of credit union products and services, with a focus on increasing penetration, generating funded accounts, and establishing direct deposit relationships
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Track, manage, and report on all sales and relationship activity within CRM, maintaining accurate pipeline visibility, account plans, and performance against defined revenue and growth targets
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Operate independently with a high degree of autonomy and accountability in a performance-driven environment, continuously refining approach based on results, partner feedback, and market insights
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Other duties as assigned. Responsibilities may evolve as the Business Development department is established and scaled, with priorities adjusted based on organizational needs.
Who You Are:
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High school diploma or equivalent required.
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Bilingual Candidates strongly preferred.
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Minimum 3 years of experience in business development, B2B or partnership sales
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Proven ability to independently generate and convert pipeline through outbound prospecting, relationship development, and account growth
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Experience managing and expanding complex or employer-based relationships (e.g., SEGs, corporate partnerships, multi-site organizations) preferred
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Demonstrated success owning the full sales lifecycle, including pipeline development, needs assessment, solution positioning, and closing/activation
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Strong consultative selling and relationship management skills, with the ability to influence multiple stakeholder groups and drive measurable outcomes
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Highly self-motivated and results-driven, with the ability to operate independently in a performance-based, commission-oriented environment
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Ability to identify and execute re-engagement strategies that drive growth within existing or underutilized relationships
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Strong analytical, communication, and presentation skills, with the ability to translate insights into actionable strategies and engage partners effectively
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Proficiency in CRM systems and disciplined pipeline management, including activity tracking, account management, and performance reporting
What We Offer:
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Hybrid Schedule (min 3 days in office to maximize collaboration)
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Competitive salary and benefits package including 401K with 6% match
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Paid Time Off, Wellness Time & Paid Federal holidays
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Opportunities for professional development and career growth with exposure to mentorship from the executive team.
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A collaborative and inclusive work environment
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High Performance Culture that specializes in training to sharpen and expand skills brought to USALLIANCE.
Become a part of a team where your ideas are valued, your growth is supported, and your work makes a difference. Apply today and take the next step in your career with USALLIANCE.
EQUAL OPPORTUNITY EMPLOYER
USALLIANCE Federal Credit Union, as an Equal Opportunity Employer, values and supports the diverse cultures, perspectives, skills, and experiences within our workforce.
This job description is for informational purposes only and should not be construed as a complete listing of the job responsibilities and requirements. This job description may be modified at any time, for any reason, at the sole discretion of management.
At this time, USAlliance Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support for this position (i.e., H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization).
If you need sponsorship now or in the future, look for this statement in the job description before you apply: “USAlliance Federal Credit Union will consider sponsoring a new, qualified applicant for employment authorization for this position”. If this is not listed in the job description, USAlliance Federal Credit Union will not provide sponsorship for the candidate to work in the United States.
It is unlawful for USAlliance to require or administer a lie detector test as a condition of employment or continued employment. In accordance with applicable state laws, an employer who violates this law shall be subject to criminal penalties and civil liability.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $66,950.00- $85,361.25, exclusive of fringe benefits or potential incentives. This position is also eligible for an annual corporate bonus. If you are hired at USALLIANCE Federal Credit Union, your final base salary compensation will be determined based on factors such as skills, education, and/or experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members as a part is any final offer. Please keep in mind that the range mentioned above is the full base salary for the role. Hiring at the maximum of the range would not be typical to allow for future and continued salary growth. We also offer a generous compensation and benefits package.
All positions must adhere to standard BSA/AML policies, procedures, and processes. Employees must demonstrate awareness of business functions and how business decisions affect financial and/or non-financial work results.
