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Partner Solutions Specialist (Dublin, CA or USA Remote)

SavvyMoney, Inc.

SavvyMoney, Inc.

Customer Service
Dublin, CA, USA
Posted on Friday, June 21, 2024

Partner Solutions Specialist (Dublin, CA or USA Remote)

**This can be work from our corporate offices in Dublin, CA or a 100% Work Remote from your home office position depending upon where you live.

About SavvyMoney:

SavvyMoney is a leading fintech company based in the San Francisco East Bay. We provide integrated credit score and personal finance solutions to over 1,300+ banks, credit unions, and fintech partners nationally. Our solutions are integrated with more than 40 digital banking platforms.

Recognized as one of the "Top 25 Best Places to Work in the San Francisco Bay Area" for 2023 by the San Francisco Business Times and the Silicon Valley Journal, we pride ourselves on our dynamic and inclusive work culture.

We are expanding and looking for a dedicated Partner Solutions Specialist to lead the implementation and ongoing success of our add-on solutions for existing financial institution partners.

Roles and Responsibilities:

  • Lead the implementation of add-on solutions for partners.
  • On going success management of Add-On Solutions.
  • Advise partners on best practices to maximize the value of add-on solutions.
  • Serve as the internal and external SME for add-on solutions.
  • Collaborate with partner managers to deliver the value of SavvyMoney’s add-on solutions.
  • Conduct market research and review, working closely with product teams to communicate market trends and partner requests.
  • Communicate product enhancements and impacts of add-on solutions to partners.

To be successful in this Role

  • Demonstrate self-starting initiative, capable of working autonomously with minimal supervision.
  • Proactively anticipate partner needs and promptly address them in a professional manner.
  • Prioritize the partner experience and uphold high service standards.
  • Excel in managing multiple projects and tasks concurrently.
  • Possess strong organizational skills and meticulous attention to detail, adept at managing competing priorities.
  • Exhibit a genuine passion for ensuring partners receive outstanding support for both themselves and their end-users.
  • Embrace a collaborative mindset, always ready to contribute as a team player in a dynamic organization.

Skills and Qualifications

  • 3+ years experience in marketing or partnership management roles, preferably in financial services.
  • Experience managing clients/partners, and working with external agency resources.
  • Excellent communication and presentation skills.
  • Proficient in data analysis and interpretation.
  • Proficient with Excel, PowerPoint, Word, and SalesForce.
  • Experience creating and using email campaign management tools.
  • Knowledge in web analytics tools such as Tableau.
  • Bachelor’s degree required.

Base Salary

The annual base salary for this position is between $80,000.00 and $88,000.00 depending upon experience

Additionally we provide

  • Quarterly Commission potential + Equity compensation package
  • Vacation/Paid time off
  • Medical, Dental, Vision – 100% premium paid for employee
  • Opportunity for career growth and challenge
  • Beautiful California East Bay offices in Dublin

SavvyMoney’s EEO Statement

SavvyMoney relies on the diversity of culture and thought to deliver on our goal of Creative People and Practical solutions serving our client’s needs, and ensures nondiscrimination in all programs and activities. We continuously seek talented, qualified employees in our operations regardless of race, color, sex/gender, including gender identity and expression, sexual orientation, pregnancy, national origin, religion, disability, age, marital status, citizen status, protected veteran status, or any other protected classification under country or local law. SavvyMoney is proud to be an Equal Employment Opportunity/ Affirmative Action Employer

We are committed to protecting your data. To learn more, please review the SavvyMoney Employee Privacy Policy Notice here