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 TradingP...