Back to work
Partner & Affiliate ProgramsProduct Marketing
I ran the RFP that picked Plastiq's affiliate platform
The short version
- Company and role
- Plastiq ยท Senior Partner Marketing Manager
- The problem
- Plastiq needed a software platform to run its partner program on, and the wrong choice would create compliance, reporting, and growth problems later.
- What I did
- Gathered requirements from Leadership, Finance, Legal, Analytics, and Product.
- Ran a structured comparison (an RFP) across three affiliate platforms.
- Selected Impact.com and set up the program to run on it.
- The result
- A platform decision that satisfied every internal team, plus more than 50 net-new small-business accounts from the partner work that followed.
- Who I worked with
- Leadership, Finance, Legal, Analytics, and Product.
3
Affiliate platforms evaluated in a structured RFP at Plastiq
Overview
Plastiq needed an affiliate platform that could support new partner relationships without creating operational, compliance, reporting, or scalability problems later. Selecting the platform required more than comparing feature lists.
The Challenge
The decision had to account for the future partner operating model, not just current needs, and had to satisfy commercial, technical, compliance, reporting, operational, and scalability requirements across several internal teams.
My Approach
- Interviewed or gathered requirements from Leadership, Finance, Legal, Analytics, and Product.
- Translated the internal guardrails into commercial, technical, compliance, reporting, operational, and scalability criteria.
- Created and managed a structured RFP across three affiliate platforms.
- Evaluated each option against the requirements and the future partner operating model, not just current needs.
- Selected Impact.com as the infrastructure to support partner expansion and scalable program management.
The Results
- Created a clear platform foundation for expanding the partner network.
- Enabled new relationships to operate with greater consistency and visibility.
- Generated more than 50 net new small-business accounts through partner initiatives, then used partner feedback to refine the value proposition.
Key Skills
Platform StrategyRequirements GatheringVendor EvaluationCross-functional AlignmentOperational Foresight
Want the full story?
I'm happy to walk through the details and how they could apply to your team.
Email me