Spectrum Equity

Senior Manager, Partner Onboarding (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 1,500 + bank and credit union partners nationally. The SavvyMoney solutions integrate with more than 40 digital banking platforms.

SavvyMoney is 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.

The Sr. Manager, Partner Onboarding, will lead the team responsible for implementing new financial institution partners, ensuring a seamless transition from signed agreement to successful launch. This role is pivotal in accelerating deployment timelines, strengthening project management discipline, and enhancing organizational confidence in timely delivery through transparent forecasting, technical readiness, and proactive communication across all levels of the organization.

The ideal candidate combines strategic leadership with a strong operational mindset. They will partner closely with Sales Operations, Finance, Product, and Technical Support to ensure onboarding efficiency, accurate ARR forecasting, and achievement of launch and delivery metrics.

Key Responsibilities

Team Leadership and Execution

• Lead and mentor the Partner Implementation team, driving accountability and performance across the onboarding funnel.
• Oversee the implementation of new partners from contract signature through launch, ensuring projects move efficiently through each stage.
• Foster a culture of delivery excellence and continuous improvement across the team.

Operational Excellence

• Establish and enforce standardized project management frameworks (methodologies, tools, dashboards) to strengthen predictability and speed to launch.
• Identify bottlenecks, proactively mitigate delivery risks, and ensure partners move efficiently through every implementation stage.
• Optimize resource planning and capacity management to meet aggressive project timelines without compromising quality.

Reporting and Forecasting

• Own onboarding pipeline and project health reporting, providing accurate, data-backed forecasts of launch readiness and ARR realization.
• Deliver regular executive-level reports summarizing project progress, risk areas, dependencies, recovery actions and/or upcoming milestones.
• Partner with Sales Ops and Finance to align on project cadence, delivery metrics, and revenue recognition.

Cross-Functional Collaboration

• Collaborate with Sales, Sales Ops, Partner Success, Technical Support, and Product teams to ensure seamless handoffs and coordinated partner launches.
• Provide feedback and data-driven insights to improve partner implementation processes and cross-team efficiency.

Process Improvement and Strategy

• Drive strategic initiatives to shorten launch cycles, increase delivery confidence, and standardize onboarding playbooks.
• Define, track, and report on key onboarding KPIs to continuously improve delivery timelines and deployment success.
• Represent the Partner Onboarding function in strategic planning and organizational operations forums, ensuring alignment between execution and business goals.

What We’re Looking For

Skills and Experience

• 6+ years of experience in partner onboarding, client implementation, or project management — ideally in fintech, SaaS, or financial services.
• 3+ years of leadership experience, with demonstrated success in coaching teams to deliver high-impact results under tight timelines.
• Proven success in driving operational efficiency and forecasting accuracy.
• Advanced understanding of CRM, project management, and workflow tools (Salesforce, Atlassian, Smartsheet, or similar).
• Excellent communication, executive reporting, and stakeholder management skills.
• Strong analytical mindset and data-driven approach to decision-making.

Qualities That Set You Apart

• Strategic thinker who thrives on execution excellence.
• Skilled at building trust and alignment across technical and non-technical teams.
• Naturally drives accountability and fosters confidence in delivery commitments.
• Passionate about simplifying complexity, improving processes, and delivering a best-in-class partner experience.

Base Salary

The annual base salary for this position is between $125,000.00 and $140,000.00 depending upon experience and geography.

Additionally we provide

• Quarterly Bonus potential
• 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.

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