The Channel Partnership Representative (CDR) is a key driver of Filevine's channel partnerships motion, directly contributing to company growth. This role is ideal for a creative executor who thrives on developing and acquiring new partnerships, optimizing referral processes, and collaborating cross-functionally to maximize partner-driven revenue.

As a CDR, you'll report to the Sr. Channel Partnership Manager and work closely with the Director of Partnerships and Account Executives — who juggle multiple priorities — acting as a true partner, resource, and team player. This role requires a mix of sales rigor, creativity, and relationship-management skill to drive partnership success.

• 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.

• A strategic doer — you think creatively about growth and know how to execute.

• Eager and action-oriented — you're proactive and take full ownership of your responsibilities.

• Even-keeled and adaptable — you thrive in a fast-moving environment with shifting priorities.

• A strong communicator and relationship builder — you work cross-functionally and collaboratively.

• Highly organized and disciplined — you bring rigor to managing partnerships, pipelines, and outbound prospecting.

• Charismatic and persuasive — you can captivate a room and build genuine excitement around a partnership.

• 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.