Partnership Success Manager

Biz2Credit•New York, NY

18h

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
Experience working with payroll providers, accounting platforms, or B2B SaaS ecosystems is a plus
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

Responsibilities

Partnership Operations & Optimization
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
Client & Partner Success
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
Revenue Growth & Strategic Support
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