Required Qualifications and Experience

• A Bachelor’s degree in Business, Finance, Economics, International Development, Marketing, or a related field.
  
• 3-6 years of proven experience in a partnerships, business development, data analysis, or project management role. Experience in the education sector, financial services, or impact investing is a strong advantage.
  
• Exceptional analytical and problem-solving skills, with proven ability to resolve operational problems of a routine to moderately complex nature.
  
• Strong interpersonal and communication skills, with the ability to build rapport,
  
• manage relationships with diverse stakeholders, and present information clearly in both written and verbal forms.
  
• High level of proficiency in Microsoft Excel and PowerPoint.
  
• Self-directed, resourceful, and able to manage multiple priorities, measure progress against targets, and meet consistent deadlines.
  

Partner Due Diligence & Investment Analysis

• Lead the collection, collation, and rigorous analysis of institutional data (enrollment, graduation rates, employment outcomes, etc.) to assess investment risk for
  
• prospective and existing partners.
  
• Prepare comprehensive underwriting documents and presentations for internal
  
• investment committees, presenting problem analysis and recommended solutions.
  
• Act as a key liaison between partner institutions and internal teams (Finance, SAM, Repayments, Communications & Community, Data, etc.) to ensure a smooth and timely due diligence process.
  
• Conduct periodic partner audits as required by company policy, maintaining strict confidentiality of client and partner information.
  

Partnership Development & Management

• Proactively generate new partnership leads within the private and public education sectors through research, networking, and attending industry events.
  
• Support the Partnership Manager in building and nurturing strong, long-term relationships with current partners, ensuring their needs are met and identifying new opportunities.
  
• Assist in the development, formalization, and management of partnership agreements and contracts.
  
• Contribute to the continuous evaluation of existing partnerships to ensure alignment with Chancen’s vision and strategic objectives.
  
• Develop structured engagement plans for each PEI, outlining quarterly touchpoints, performance reviews, and improvement actions.
  
• Track progress against partnership agreements and ensure PEIs meet SLAs, reporting deadlines, and system usage requirements.
  

Data, Reporting & Strategic Support

• Manage and update the partner dashboard and tracker to ensure 100% accuracy and compliance with monthly reporting standards.
  
• Utilize data insights to identify trends, opportunities for process improvement, and partnership growth within the department.
  
• Prepare clear, well-organized, and actionable reports on partnership pipeline, progress against targets, and key performance indicators for internal stakeholders.
  
• Provide ongoing support to PEI staff on system usage, escalations, and updates.
  
• Lead the annual audit process for all assigned PEIs, ensuring full compliance with partnership agreements, reporting, and payment plans.
  

Disbursement & Portfolio Support

• Work alongside internal teams such as Finance, SAM, Communications & Community, Repayments, and Data to manage the timely and accurate disbursement of funds to partners.
  
• Ensure that all cohorts in the PEI are compliant with commitment fees and are in session before any disbursements are made to the PEI.