Partner Manager helping financial institution partners maximize growth opportunities at fintech company SavvyMoney. Collaborating cross-functionally to drive engagement and program success across multiple partnerships.
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.
Requirements
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.
Benefits
Annual Bonus potential
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
Account Manager developing key Public Sector client relationships at NCC Group. Leveraging Cybersecurity expertise to drive revenue and enhance customer deliverables in a collaborative environment.
Account Manager driving strategic growth in the Sports Medicine team at Smith+Nephew. Taking ownership of accounts and collaborating to deliver healthcare solutions in Mid - West Yorkshire.
Account Manager for Biologics driving sales of wound care products in acute care settings. Building relationships with healthcare professionals and achieving sales targets in the Richmond, VA area.
Account Manager for Biologics at Smith+Nephew driving sales in the medical sector. Engaging with hospitals and wound care centers to enhance patient care.
Territory Sales Manager for Shaw Industries boosting profitability and market share in Eastern Iowa. Responsible for sales calls, customer relationships, and product promotions.
Individual Dental & Vision Sales Sr. Manager responsible for membership growth and broker engagement at CVS Health. Leading sales strategy development and execution across various channels and geographies.
Area manager overseeing teams in energy supply across different resource networks. Ensuring compliance and operational effectiveness in utility services with a focus on regional development.
Account Manager responsible for selling Optiv security services and tech solutions in Texas. Building relationships and strategic account management for cybersecurity risk mitigation with Fortune 1000 clients.