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For Companies At a Glance
- Tasks: Lead strategic partnerships and drive growth with Workiva in a dynamic finance consultancy.
- Company: Join VantagePoint, a rapidly growing global finance transformation consultancy.
- Benefits: Competitive salary, performance bonuses, and opportunities for professional development.
- Other info: Collaborative culture focused on quality, ownership, and personal growth.
- Why this job: Shape the future of finance transformation while building impactful partnerships.
- Qualifications: Experience in finance transformation or CFO advisory with strong commercial instincts.
The predicted salary is between 60000 - 70000 £ per year.
Location: London (Hybrid)
Team: Partnerships / Commercial
Reports to: Commercial Director
Contract: Full Time
Compensation: Competitive base salary (£60-£70K) + performance bonus (OTE £120K)
About VantagePoint
VantagePoint is a global finance transformation and technology consultancy helping organisations modernise the finance function through process improvement, data, and leading technology platforms. Founded in London, the firm has grown rapidly from a team of five to more than 100 professionals across Europe, North America and APAC. We specialise in implementing and optimising market-leading finance technologies, supporting organisations through complex transformation programmes and helping finance teams operate with greater control, transparency and insight. Our model combines deep finance expertise with strong technical delivery – allowing us to deliver practical outcomes and long-term partnerships with our clients.
The opportunity
We are looking for a Strategic Partnerships Lead to own and grow our relationship with Workiva – one of our most important strategic partners. This role is particularly suited to someone from a finance transformation or CFO advisory background who is looking to move closer to the commercial and partnership side of the business. This is not a traditional presales or sales. You will be accountable for the overall health, growth and commercial success of the partnership, shaping how we go to market, building joint pipeline, and ensuring consistent, high-quality deal execution. You will sit at the centre of VantagePoint and Workiva – aligning stakeholders, identifying opportunities, and driving revenue through a combination of partnership leadership, commercial ownership and solution expertise. You will also play a key role in shaping and progressing opportunities – working directly with CFOs and senior finance leaders to define high-value transformation solutions. Success in this role comes from your ability to build trust with Workiva, create momentum in the market, and convert CFO challenges into high-quality, winnable opportunities.
What you’ll be doing
- Partnership ownership & growth
- Own the Workiva partnership strategy, performance and outcomes
- Build and maintain senior relationships across Workiva (sales, alliances, leadership)
- Define and execute joint go-to-market plans
- Drive pipeline, conversion and revenue performance
- Act as the internal point of accountability for partnership success
- Co-create pipeline with Workiva – not just respond to inbound opportunities
- Identify target accounts, sectors and campaign opportunities
- Lead joint events, campaigns and market engagement
- Position VantagePoint as a trusted, high-quality delivery partner
- Build repeatable, scalable pipeline generation motions
- Shape, progress and influence opportunities from discovery through to close
- Lead structured discovery sessions with CFOs and senior stakeholders
- Translate business challenges into clear, actionable solution strategies
- Advise CFOs on reporting, compliance and finance transformation priorities
- Provide input into target operating models, processes and controls
- Deliver compelling demos, workshops and executive presentations
- Define scope, delivery approach and commercial structures
- Develop proposals and statements of work aligned to client outcomes
- Ensure opportunities are positioned for successful delivery
- Act as the bridge between commercial, consulting and leadership teams
- Align internal stakeholders to ensure opportunities are well-qualified and winnable
- Maintain momentum across deals and influence progression
- Drive high-quality outcomes – not just deal closure
- Contribute directly to revenue growth and partnership success
What we’re looking for
We are looking for someone who combines finance transformation expertise with commercial instinct and partnership ownership. You might currently be working as a:
- Finance transformation / CFO advisory consultant (Big 4, consulting firm or boutique) looking to move into a more commercial role
- Alliance / Partner Manager within a technology or consulting firm
- Senior Solutions Consultant with commercial ownership
- Solutions Lead or Presales Lead with strong partner-facing exposure
Key attributes include:
- Strong understanding of finance function challenges (FP&A, consolidation, reporting, controls)
- Ability to engage CFOs as a credible advisor, not just a solution presenter
- Proven ability to build and manage strategic partnerships
- Strong commercial judgement – understands how deals are shaped and won
- Credibility with both external partners and internal delivery teams
- Comfortable operating with ownership, ambiguity and autonomy
- Able to influence without authority across multiple stakeholders
- Strong communication, storytelling and stakeholder management skills
What success looks like:
- Growth in Workiva-sourced and co-sold pipeline
- Improved conversion rates and deal quality
- Strong, trusted relationships across Workiva
- Clear, repeatable go-to-market motion
- Increased visibility and positioning of VantagePoint within Workiva
- Ability to translate CFO challenges into commercial opportunities
This role offers a natural progression for consultants who enjoy client advisory but want to have greater influence over how opportunities are shaped, sold and delivered, with direct impact on one of VantagePoint’s most strategic growth channels.
Our values:
- Thrive together | We only win as one team. We look beyond our own role, practice, or region and do the right thing for VantagePoint – even when no one’s watching.
- Take ownership | We take responsibility for outcomes, not just tasks. We don’t wait to be told, and we don’t outsource accountability – for delivery, decisions, or our own growth.
- Quality, every time | We deliver work we’re proud to stand behind – consistent, well-judged, and built to last.
- Be human, first | We treat people like adults, not resources. We lead with trust, empathy, flexibility and honesty – and we leave room for humour, warmth and personality, even under pressure.
- Speak with clarity | We are open, direct, and low-ego. We share context, give honest feedback, and say what needs to be said – respectfully and early.
- Move with intent | We act decisively and back ourselves. We try things, reflect quickly, share what we learn, and improve every time.
Strategic Partnership Lead - CFO Advisory (Workiva) in City of London employer: VantagePoint
Contact Detail:
VantagePoint Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Strategic Partnership Lead - CFO Advisory (Workiva) in City of London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the finance transformation space. Attend industry events, webinars, or even local meetups. The more you engage, the better your chances of landing that Strategic Partnerships Lead role.
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers or partners, make sure to highlight your experience in CFO advisory and finance transformation. Share specific examples of how you've driven success in previous roles.
✨Tip Number 3
Be proactive! Don’t just wait for opportunities to come to you. Reach out to companies like VantagePoint directly through our website. Express your interest in the Strategic Partnerships Lead position and share how you can add value to their team.
✨Tip Number 4
Follow up! After any meetings or interviews, send a quick thank-you note. It shows your appreciation and keeps you on their radar. Plus, it’s a great way to reiterate your enthusiasm for the role and the company.
We think you need these skills to ace Strategic Partnership Lead - CFO Advisory (Workiva) in City of London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Strategic Partnerships Lead role. Highlight your finance transformation experience and how it aligns with the partnership and commercial aspects of the job. We want to see how you can bring value to our relationship with Workiva!
Showcase Your Relationship Skills: In your application, emphasise your ability to build and maintain strong relationships, especially with senior stakeholders. Share examples of how you've successfully managed partnerships in the past. This is key for us as we look for someone who can own and grow our partnership with Workiva.
Demonstrate Commercial Acumen: We’re looking for someone with a strong commercial instinct. Use your application to illustrate your understanding of how deals are shaped and won. Include any relevant experiences where you’ve influenced outcomes or driven revenue growth.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to keep track of your application and ensure it gets the attention it deserves. Plus, it shows you’re serious about joining our team at VantagePoint.
How to prepare for a job interview at VantagePoint
✨Know Your Partnerships
Before the interview, dive deep into VantagePoint's partnership with Workiva. Understand their joint go-to-market strategies and how they align with CFO advisory services. This knowledge will help you speak confidently about how you can contribute to strengthening this partnership.
✨Showcase Your Advisory Skills
Prepare to discuss your experience in finance transformation and how you've engaged with CFOs in the past. Be ready to share specific examples of how you've translated business challenges into actionable solutions, as this role requires a strong advisory approach.
✨Demonstrate Commercial Acumen
Highlight your understanding of commercial judgement and how deals are shaped. Bring examples of successful partnerships you've managed and how you drove revenue growth. This will show that you have the strategic mindset needed for this role.
✨Engage with Authenticity
During the interview, be yourself! VantagePoint values authenticity and human connection. Use storytelling to convey your experiences and ensure you communicate clearly and respectfully. This will help you build rapport with the interviewers and demonstrate your alignment with their values.