2+ years in client-facing or relationship management roles, preferably in financial services
Strong passion for building client relationships and exceeding expectations
Excellent interpersonal skills for diverse team dynamics
Strong analytical, listening, communication, and presentation abilities
Exceptional time management and organizational skills
Self-motivated with a proven track record of meeting goals
Proficient in Google Workspace, Microsoft Excel, PowerPoint, Word, and Salesforce
Bachelor's degree preferred, or equivalent experience
Responsibilities
Own and grow relationships with financial institution partners as their primary contact
Identify and pursue expansion opportunities within existing partnerships
Collaborate with cross-functional teams to provide timely updates and resources
Develop and execute partner communication strategies to showcase value and ROI
Design and launch co-branded campaigns with creative and marketing teams
Represent the company at industry events to foster relationships and uncover growth opportunities
Leverage analytics to guide strategic decisions and ensure partner growth
Champion process improvements to enhance partner experience
Benefits
Equity Compensation Package
Flexible Time Off (FTO) for rest and recharge
100% premium paid for Medical, Dental, Vision insurance
Disability and Life Insurance coverage
Opportunities for learning and career growth
Reimbursement for remote work setup
Monthly stipend for phone and internet
Team building events and culture activities
Paid time off for community service
Half day Fridays
401k matching contribution
Beautiful office location in Dublin, CA
Full Job Description
**To be considered for this position, 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.
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.
Role and Responsibilities
Own and grow relationships with a portfolio of financial institution partners, serving as their primary contact and trusted advisor. Deeply understand each partner's goals to drive adoption, satisfaction, and measurable program success.
Identify and pursue expansion opportunities within existing partnerships, introducing new features and initiatives that strengthen engagement and deliver added value.
Collaborate cross-functionally with delivery, product, technology, and marketing teams to ensure partners receive timely updates, resources, and enhancements that support their growth.
Develop and execute partner communication strategies that highlight SavvyMoney's value, showcase ROI, and promote new capabilities aligned with each partner's objectives.
Work with creative and marketing teams to design and launch co-branded campaigns and collateral that drive awareness, adoption, and measurable results.
Represent SavvyMoney at industry events and partner engagements, fostering relationships, uncovering growth opportunities, and amplifying brand visibility.
Leverage analytics and partner performance data to guide strategic decisions, inform success plans, and ensure ongoing partner and portfolio growth.
Champion process improvements that streamline operations and enhance the overall partner experience.
What Success Looks like in this Role
You are a self-starter 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 fast-paced environment.
You bring strong organizational skills and attention to detail to everything you do. You are passionate about ensuring partners - and their end-users - receive outstanding support and value.
You're a true team player, always ready to collaborate and contribute within a nimble, fast-moving organization.
Skills and Qualifications
2+ years of experience in a client-facing 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
Self-motivated and collaborative, with a track record of meeting individual and team goals
Proficient in Google Workspace, Microsoft Excel, PowerPoint, Word, and Salesforce
Bachelor's degree preferred; equivalent combination of education and relevant experience will also be considered
Base Salary
The annual base salary for this position is between $90,000.00 and $95,000.00 depending upon experience + Bonus Potential
Additionally we provide
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
Beautiful California East Bay offices in Dublin, CA
