SavvyMoney is a leading San Francisco East Bay fintech company. We provide integrated credit score and personal finance solutions to over 1,400 + bank and credit union partners nationally. The SavvyMoney solutions integrate with more than 40 digital banking platforms.

SavvyMoney was recently recognized by the San Francisco Business Times and the Silicon Valley Journal as a "Top 25 Places to Work in the San Francisco Bay Area" for 2023.

We are growing and looking for a Partner Manager who will partner and work closely with our financial institution partners for the initial implementation of the SavvyMoney solution, and for subsequent product enhancements.

Roles and Responsibilities

Be the project manager for financial institution partners for the initial implementation and subsequent product enhancements.
Cultivate and manage relationships with your portfolio of partners. Be their voice and champion in our organization.
Coordinate with product, technology, and implementation teams to keep the scope and direction of each implementation on schedule, and ensure each partner has an exceptional experience from the beginning of the relationship.
Work alongside SavvyMoney’s creative team to develop marketing briefs, campaigns, and collaterals for partners’ internal and external use.
Develop partner communication strategies that promote SavvyMoney relevance and ROI.
Represent SavvyMoney at conferences, forums, and other industry and networking events.
Identify areas of improvement that will result in more efficient processes and an enhanced partner experience.
Measure, report, and communicate on the success of marketing metrics, KPIs, and partner engagement.

To be successful in this Role

Be a self-starter that can work independently with little oversight.
Always be proactive in anticipating the needs of partners and address these in a timely and professional manner.
You are focused on the customer experience and the service level provided.
Ability to manage multiple projects and tasks simultaneously.
Highly organized and detail-oriented, with the ability to manage competing priorities.
You are passionate about your partners receiving exceptional support for themselves and their end-users.
You are always a team player and eager to lend a helping hand in a nimble organization.

Skills and Qualifications

2+ years in a client management role, preferably in financial services
Passionate about building strong relationships and exceeding client expectations
Ability to work with different styles and personalities and possess excellent analytical, listening, communication and presentation skills
Effective time management, organization, and prioritization skills
Highly motivated and collaborative, with proven ability to achieve individual and team-based targets
Proficient in Google Workspace, Excel, PowerPoint, Word, and SalesForce
Bachelor’s degree preferred, but candidates with an equivalent combination of education and business experience will be considered

Base Salary

The annual base salary for this position is between $75,000.00 and $95,000.00 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 diversity of culture and thought to deliver on our goal of Creative People, Practical solutions serving our client 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.

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