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.

SavvyMoney is seeking a Senior Partner Manager to lead the success of our top-tier financial institution partners and manage a team of Partner Managers. This role requires a dynamic leader with a proven account management, partner success, and team leadership track record. You will directly manage a portfolio of key partners while training, coaching, and supporting your team to drive partner satisfaction, retention, and growth.

Key Responsibilities:

Partner Success Management

Cultivate and maintain trusted advisor relationships with a portfolio of top-tier financial institution partners.
Facilitate, plan, and lead partner reviews with key stakeholders to assess program health and identify growth opportunities.
Collaborate with partners to understand their business goals and develop strategic recommendations to achieve their objectives.
Provide insights and distribute operational metrics to measure program success, including adoption, engagement, and loan growth.

Growth and Optimization

Identify and execute growth opportunities through product expansion, program optimization, and up-sell initiatives.
Proactively position new solutions and strategies to enhance partner success and deepen relationships.

Team Leadership

Train, coach, and manage a team of Partner Managers to exceed partner satisfaction, retention, and optimization goals.
Support team members in partner launches, escalations, and ongoing management.
Work with the Director of Partner Management to distribute performance metrics, track team progress, and implement improvement plans as needed.

Operational Excellence:

Oversee partner case management, including escalations and resolution strategies, ensuring timely and effective outcomes.
Establish and maintain best practices, discipline, and guidelines for the Partner Management team.
Identify and implement process improvements to drive efficiency and enhance the partner experience.

Industry Representation:

Represent SavvyMoney at conferences, forums, and industry events to strengthen relationships and promote the company.

Roles and Responsibilities

Cultivate and manage relationships with your portfolio of partners. Be their voice and champion in our organization.
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.
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

Skills and Experience:

5+ years of experience in partner management, account management, or customer success, preferably in fintech or financial services.
Proven ability to manage key partner relationships and lead a team.
Strong technical and financial services acumen.
Experience with program performance metrics, reporting, and driving growth strategies.

Key Qualities:

Demonstrated ability to work independently with minimal oversight while leading and mentoring a team.
Exceptional organizational skills, with the ability to manage multiple priorities and tasks simultaneously.
Passionate about delivering exceptional partner experiences and fostering long-term relationships.
Strategic thinker with excellent problem-solving skills.
Collaborative and team-oriented leader with a strong desire to contribute to a nimble and innovative organization.

Base Salary

The annual base salary for this position is between $100,000.00 and $115,000.00 depending upon experience.

Additionally we provide

Quarterly Bonus 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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