Partnership Success Manager
About The Position
We are seeking a Partnership & Client Success Manager who blends operational strength, relationship management, and fintech industry knowledge. This person will work closely with our Head of Partnerships to scale our embedded lending ecosystem, improve partner activation, drive revenue, and ensure integrated partners (SaaS, Payroll, and Banks) have a seamless experience. This is a hands-on, analytical, process-driven role — ideal for someone who understands the mechanics of SMB lending, partner integrations, and the day-to-day realities of managing high-value B2B partnerships.
Requirements
- 5+ years in client success, partnership success, or partner operations
- Fintech, lending, SMB financing, or financial services experience required
- Strong understanding of lending workflows, lead funnels, and conversion metrics
- Proven ability to manage complex partner relationships and drive operational improvements
- Analytical mindset with experience using CRM, dashboards, and reporting tools
- Excellent communication, cross-functional collaboration, and problem-solving skills
- Comfortable in a fast-paced, high-growth environment
Nice To Haves
- Experience working with payroll providers, accounting platforms, or B2B SaaS ecosystems is a plus
Responsibilities
- Own the operational performance of key partnerships
- Analyze the partnership funnel end-to-end: lead flow, conversion, partner engagement, and revenue impact
- Identify bottlenecks and implement process improvements within embedded workflows to increase throughput and partner-driven loan volume
- Collaborate with Product, Marketing, and Sales Ops to streamline workflows and partner integrations
- Build dashboards, reporting, and KPIs to track partner performance and forecast revenue
- Serve as the primary operational contact for partner teams
- Ensure partners understand Biz2Credit’s products, processes, and value proposition
- Manage onboarding, training, and ongoing enablement for partner-facing teams
- Monitor partner satisfaction and proactively address issues before they escalate
- Develop playbooks, documentation, and best practices to scale partner success
- Work with the Strategic Partnerships Lead to identify upsell, cross-sell, and expansion opportunities
- Support new partnership launches with operational readiness and execution
- Provide insights and recommendations to leadership on partnership performance and growth opportunities
- Participate in quarterly business reviews with partners
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
501-1,000 employees
