partner success executive

1. IB Technical Enablement & Onboarding
• Portal Mastery: Conduct Portal Walkthroughs for new and existing IBs, ensuring they understand
link generation, tracking, and reporting within the TradingPRO dashboard.
• Tool Integration: Guide IBs on how to offer TradingPRO-specific tools (Trade Hub, Social Trading) to
their client base to increase retention.
• Marketing Setup: Assist IBs in deploying the TradingPRO Marketing Kit, ensuring they have the
correct digital banners and social media assets for their campaigns.
2. Performance Monitoring & Growth
• Activity Tracking: Monitor the daily performance of the IBs network to identify active, dormant, or
declining partners.
• The Tier Push: Identify IB nearing the next commission level (e.g., Partners to Prime) and conduct
outreach to help them reach the necessary volume targets.
• Promo Broadcasting: Communicate all active TradingPRO promotions and contests to the IB network
to drive short-term volume ...

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