- Serve as the primary day-to-day point of contact for credit union partners.
- Manage ongoing partner health through proactive check-ins and executive business reviews.
- Deliver product training for credit union staff and in-branch teams.
- Develop repeatable playbooks and enablement resources for a growing partner portfolio.
- Analyze referral activity and product utilization data to guide engagement strategies.
- Collaborate with internal operations, product, and marketing teams to improve partner and member outcomes.
- Support the onboarding and deployment process for new partners.