Partner Manager (Dublin, CA or USA Remote)

SavvymoneyDublin, CA
135d$75,000 - $95,000Remote

About The Position

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 43 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. 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.

Requirements

  • 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.

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.

Benefits

  • Annual 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

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Professional, Scientific, and Technical Services

Education Level

Bachelor's degree

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