Senior Partner Solutions Specialist (Dublin, CA or USA Remote)
About The Position
SavvyMoney is a leading San Francisco East Bay fintech company providing integrated credit score and personal finance solutions to over 1,600 bank and credit union partners nationally. The company's solutions integrate with more than 43 digital banking platforms. SavvyMoney has been recognized 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 seeking a dedicated Senior Partner Solutions Specialist to lead the implementation and ongoing success of our add-on solutions for existing financial institution partners. This role can be based in our corporate offices in Dublin, CA, or be a 100% remote position from a home office.
Requirements
- Candidates must be legally authorized to work in the United States on a full-time basis without the need for employer sponsorship now or in the future.
- 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.
- Proven track record of growing adoption of digital solutions for consumer deposits and loans with comprehensive knowledge of user onboarding processes, and modern banking technology platforms.
- 5+ years experience in marketing or partnership management roles, preferably in financial services.
- Proven track record in growing adoption of digital solutions for consumer deposits and loans with comprehensive knowledge of user onboarding processes, and modern banking technology platforms.
- 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.
Responsibilities
- Lead the implementation of add-on solutions for partners.
- Own product portfolio success and optimization.
- Ongoing 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.
- Coach and develop Partner Solutions Specialists, sharing expertise and best practices to strengthen the team.
Benefits
- Equity Compensation Package
- Flexible Time Off (FTO) - take time off as needed to rest and recharge.
- Medical, Dental, Vision – 100% premium paid for employee
- Disability/Life Insurance
- Opportunity for learning and career growth with a top Bay Area technology company
- Reimbursement for remote work setup
- Monthly stipend for phone and internet
- Team building events, culture activities, all hands events
- Paid time off to volunteer and serve the community
- Half day Fridays
- 401k matching contribution
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What This Job Offers
Job Type
Full-time
Career Level
Senior
