Partner Solutions Specialist (Dublin, CA or USA Remote)
About The Position
SavvyMoney is a leading fintech company based in the San Francisco East Bay. We provide integrated credit score and personal finance solutions to over 1,500+ banks, credit unions, and fintech partners nationally. Our solutions are integrated 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. We are expanding and looking for a dedicated Partner Solutions Specialist to lead the implementation and ongoing success of our add-on solutions for existing financial institution partners.
Requirements
- 3+ years experience in marketing or partnership management roles, preferably in financial services.
- Experience managing clients/partners, and working with external agency resources.
- Excellent communication and presentation skills.
- Proficient in data analysis and interpretation.
- Proficient with Excel, PowerPoint, Word, and SalesForce.
- Experience creating and using email campaign management tools.
- Knowledge in web analytics tools such as Tableau.
- Bachelor’s degree required.
- Demonstrate self-starting initiative, capable of working autonomously with minimal supervision.
- Proactively anticipate partner needs and promptly address them in a professional manner.
- Prioritize the partner experience and uphold high service standards.
- Excel in managing multiple projects and tasks concurrently.
- Possess strong organizational skills and meticulous attention to detail, adept at managing competing priorities.
- Exhibit a genuine passion for ensuring partners receive outstanding support for both themselves and their end-users.
- Embrace a collaborative mindset, always ready to contribute as a team player in a dynamic organization.
Responsibilities
- Lead the implementation of add-on solutions for partners.
- On going success management of Add-On Solutions.
- Advise partners on best practices to maximize the value of add-on solutions.
- Serve as the internal and external SME for add-on solutions.
- Collaborate with partner managers to deliver the value of SavvyMoney’s add-on solutions.
- Conduct market research and review, working closely with product teams to communicate market trends and partner requests.
- Communicate product enhancements and impacts of add-on solutions to partners.
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
101-250 employees
