Partner Success Manager
About The Position
Sunlight Financial is seeking a Partner Success Manager to support its contractor network. This role helps ensure contractors have a seamless loan-process experience by resolving issues, training users, and maintaining strong working relationships between contractors and capital providers. The position is based in the Charlotte, NC office on a hybrid schedule. The successful candidate is a proactive problem-solver with excellent communication skills and a focus on partner success. Sunlight describes itself as a fast-growing, mission-driven fintech company with a collaborative, entrepreneurial environment where teammates are expected to take initiative and adapt as business needs evolve. Applicants are instructed to place the exact job title, “Partner Success Manager,” in red font at the very top of their resume; applications that do not meet this requirement may not be considered.
Requirements
- At least 2 years of experience in relationship management, account management, customer or partner success, or a related client-facing role.
- Strong verbal and written communication skills, with a professional and empathetic phone and email presence.
- Experience resolving customer or partner complaints with patience, discretion, and sound judgment.
- Ability to learn and train others on web-based software platforms.
- Strong organization and attention to detail, with the ability to manage multiple priorities in a fast-paced environment.
Nice To Haves
- Portal or fintech experience.
- Experience working in the home improvement industry.
- Experience in financial services or other contractor-facing industries.
Responsibilities
- Provide hands-on guidance and support to help contractors succeed.
- Partner with contractors to investigate and resolve borrower complaints in a timely and professional manner.
- Train contractors to use the platform, including onboarding new users and supporting ongoing adoption.
- Respond to contractor questions and support requests by phone and email.
- Support seamless day-to-day operations between contractors and capital providers, escalating and coordinating cross-functionally as needed.
- Monitor recurring issues and trends in contractor feedback and share insights with internal teams to support continuous improvement.
- Maintain accurate records of contractor interactions, issue resolution, and complaint outcomes.
Benefits
- Competitive salary and performance-based incentives.
- Comprehensive health, dental, and vision benefits.
- 401(k) with company match.
- Collaborative, mission-driven team environment.
- Opportunities for professional growth within a fast-growing fintech company.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
