Spectrum Equity

Partner Manager (Dublin, CA or USA Remote)

**This can be hybrid 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 San Francisco East Bay fintech company. We provide integrated credit score and personal finance solutions to over 1,475 + bank and credit union partners nationally. The SavvyMoney solutions integrate with more than 43 digital banking platforms.

SavvyMoney was recently recognized by the San Francisco Business Times and the Silicon Valley Journal as one of the "Top 25 Places to Work in the San Francisco Bay Area" and is an Inc. 5000 Fastest Growing Company.

We are growing and looking for a Partner Manager to work closely with our financial institution partners, helping them optimize their current programs and maximize growth opportunities through strategic guidance and ongoing support.

Roles and Responsibilities

• Cultivate and manage relationships with a portfolio of financial institution partners, serving as their primary point of contact and advocate within SavvyMoney.
• Collaborate cross-functionally with product, technology, and marketing teams to ensure partners are supported with timely updates, resources, and enhancements.
• Work closely with SavvyMoney’s creative team to develop marketing briefs, campaigns, and collateral for both internal and external partner use.
• Develop and execute communication strategies that reinforce SavvyMoney’s value, relevance, and measurable ROI for each partner.
• Represent SavvyMoney at conferences, forums, and other industry or networking events to strengthen partner engagement and brand visibility.
• Identify opportunities for process improvement that enhance the overall partner experience and operational efficiency.
• Analyze and report on marketing performance, KPIs, and partner engagement metrics to drive data-informed decisions and continuous growth.

What Success Looks like in this Role

• You are a self-starter who thrives working independently and takes ownership with minimal oversight.
• You proactively anticipate partner needs and respond with timely, professional solutions.
• You are deeply committed to delivering an exceptional partner experience and consistently high service levels.
• You excel at juggling multiple projects and priorities in a fast-paced environment.
• You bring strong organizational skills and attention to detail to everything you do.
  You are passionate about ensuring partners — and their end-users — receive outstanding support and value.
• You’re a true team player, always ready to collaborate and contribute within a nimble, fast-moving organization.

Skills and Qualifications

• 2+ years of experience in a client-facing or relationship management role, ideally within financial services
• A passion for building strong client relationships and consistently exceeding expectations
• Excellent interpersonal skills with the ability to work effectively across diverse styles and personalities
• Strong analytical, listening, communication, and presentation skills
• Exceptional time management and organizational skills, with the ability to prioritize effectively in a dynamic environment
• Self-motivated and collaborative, with a track record of meeting individual and team goals
• Proficient in Google Workspace, Microsoft Excel, PowerPoint, Word, and Salesforce
• Bachelor’s degree preferred; equivalent combination of education and relevant experience will also be considered

Base Salary

The annual base salary for this position is between $75,000.00 and $95,000.00 depending upon experience + Quarterly Bonus potential

Additionally we provide

• Equity compensation package
• Flexible Time Off Policy (Take time as you need it)
• 401(k) with Employer contribution
• Medical, Dental, Vision – 100% premium paid for employee
• Opportunity for career growth and challenge
• Beautiful California East Bay offices in Dublin, CA

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.

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