Partner Success & Expansion Lead

The Partner Success & Expansion Lead will be responsible for leading the growth and expansion of strategic partnerships with financial institutions. They will focus on ensuring the success, product growth, and revenue expansion of these partnerships by understanding the clients' business drivers and implementing process-driven solutions. This role will serve as the bridge between various teams within the company and the partners, advocating for the partners' needs and helping to build exceptional products. The ideal candidate will have experience in enterprise client success or account management, with a background in fintech and startup experience.

• Lead the growth and expansion of strategic partnerships
• Ensure the success, product growth, and revenue expansion of financial institution partners
• Understand clients' key business drivers, objectives, and challenges
• Identify and implement process-driven solutions and strategies to create value for partners
• Serve as the nexus between engineering, product, marketing, analytics, and sales teams
• Funnel feedback from partners and advocate for their needs internally
• Help the team build exceptional products
• Manage complex, enterprise relationships
• Conduct deal modeling and forecasting
• Operate in a client-first capacity
• Leverage data in decision-making
• Have 5 years of experience in enterprise client success or account management, with at least 2 years in Fintech
• Possess insurance experience (a plus)
• Familiarity with Looker and other BI tools
• Excellent Powerpoint and Excel skills
• Have startup experience
• Understand the ideal customer profile, pain points, and challenges
• Manage day-to-day operations of a Tier 1 FI partner
• Build a trustworthy partnership foundation
• Gain full knowledge of the partner's business and partnership status
• Establish a solid process for reporting, communication, and partnership status
• Support ad-hoc new client onboarding
• Develop strategies to drive growth and adoption for core partners
• Manage key partners and achieve monthly growth targets
• Lead MBRs and QBRs for clients within your remit
• Establish reporting and monitoring systems for insights and recommendations

• 5 years experience in enterprise client success or account management, with at least 2 years in Fintech
• Insurance experience is a plus
• Experience with Looker and other BI tools
• Excellent Powerpoint and Excel skills
• Startup experience

• Defined strategies to drive growth and adoption for core partners
• Fully managed key partners, generating necessary month-over-month growth
• Leading MBRs & QBRs for clients
• Reporting and monitoring systems in place to provide insights and recommendations for growth and profit
• Outstanding service to partner clients for multi-year growth
• Autonomy in day-to-day and week-to-week maintenance and success of key accounts
• Highly process-driven with strategic plans and processes to increase communication and effectiveness
• Structured collaborator and relationship builder
• Proficient in working with and analyzing data
• Solution-oriented with the ability to set and achieve high goals
• Excellent communicator with strong written, verbal, and presentation skills
• Compensation of $120,000 - $140,000 (depending on experience) + bonus