Partner Manager (Dublin, CA or USA Remote)

Partner Manager (Dublin CA or USA Remote)

**This can be hybrid work from our corporate offices in Dublin CA or a 100% Work Remote from your home office position depending upon where you live.

About SavvyMoney:

SavvyMoney is a leading San Francisco East Bay fintech company. We provide integrated credit score and personal finance solutions to over 1475 bank and credit union partners nationally. The SavvyMoney solutions integrate with more than 43 digital banking platforms.

SavvyMoney was recently recognized by the San Francisco Business Times and the Silicon Valley Journal 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 growing and looking for a Partner Manager to work closely with our financial institution partners helping them optimize their current programs and maximize growth opportunities through strategic guidance and ongoing support.

Roles and Responsibilities

• Cultivate and manage relationships with a portfolio of financial institution partners serving as their primary point of contact and advocate within SavvyMoney.
• Collaborate crossfunctionally with product technology and marketing teams to ensure partners are supported with timely updates resources and enhancements.
• Work closely with SavvyMoneys creative team to develop marketing briefs campaigns and collateral for both internal and external partner use.
• Develop and execute communication strategies that reinforce SavvyMoneys value relevance and measurable ROI for each partner.
• Represent SavvyMoney at conferences forums and other industry or networking events to strengthen partner engagement and brand visibility.
• Identify opportunities for process improvement that enhance the overall partner experience and operational efficiency.
• Analyze and report on marketing performance KPIs and partner engagement metrics to drive datainformed decisions and continuous growth.

What Success Looks like in this Role

• You are a selfstarter who thrives working independently and takes ownership with minimal oversight.
• You proactively anticipate partner needs and respond with timely professional solutions.
• You are deeply committed to delivering an exceptional partner experience and consistently high service levels.
• You excel at juggling multiple projects and priorities in a fastpaced environment.
• You bring strong organizational skills and attention to detail to everything you do.
  You are passionate about ensuring partners and their endusers receive outstanding support and value.
• Youre a true team player always ready to collaborate and contribute within a nimble fastmoving organization.

Skills and Qualifications

• 2 years of experience in a clientfacing or relationship management role ideally within financial services
• A passion for building strong client relationships and consistently exceeding expectations
• Excellent interpersonal skills with the ability to work effectively across diverse styles and personalities
• Strong analytical listening communication and presentation skills
• Exceptional time management and organizational skills with the ability to prioritize effectively in a dynamic environment
• Selfmotivated and collaborative with a track record of meeting individual and team goals
• Proficient in Google Workspace Microsoft Excel PowerPoint Word and Salesforce
• Bachelors degree preferred; equivalent combination of education and relevant experience will also be considered

Base Salary

The annual base salary for this position is between $75000.00 and $95000.00 depending upon experience Quarterly Bonus potential

Additionally we provide

• Equity compensation package
• Flexible Time Off Policy (Take time as you need it)
• 401(k) with Employer contribution
• Medical Dental Vision 100% premium paid for employee
• Opportunity for career growth and challenge
• Beautiful California East Bay offices in Dublin CA

SavvyMoneys EEO Statement

SavvyMoney relies on diversity of culture and thought to deliver on our goal of Creative People Practical solutions serving our client needs and ensures nondiscrimination in all programs and activities. We continuously seek talented qualified employees in our operations regardless of race color sex/gender including gender identity and expression sexual orientation pregnancy national origin religion disability age marital status citizen status protected veteran status or any other protected classification under country or local law. SavvyMoney is proud to be an Equal Employment Opportunity/ Affirmative Action Employer.

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