**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 SalaryThe 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
