Partner Manager
New
S
SavvyMoneyFintech
Dublin, CA or USA RemoteFull-TimeManager
SalaryThe annual base salary for this position is between $90,000.00 and $95,000.00 depending upon experience + Bonus Potential
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Job Details
- Experience
- 2+ years of experience in a client-facing or relationship management role
- Required Skills
- SalesforceMicrosoft ExcelPowerPointGoogle WorkspaceRelationship management
Requirements
- Have 2+ years of experience in a client-facing or relationship management role; financial services experience is preferred.
- Demonstrate a record of building strong client relationships and exceeding expectations.
- Bring strong interpersonal skills and the ability to work effectively across diverse styles and personalities.
- Have analytical, listening, communication, and presentation skills.
- Demonstrate time-management and organizational skills, including prioritization in a dynamic environment.
- Be self-motivated and collaborative, with a track record of meeting individual and team goals.
- Be proficient in Google Workspace, Microsoft Excel, PowerPoint, and Word, and Salesforce.
- A bachelor’s degree is preferred; equivalent education and relevant experience will also be considered.
Responsibilities
- Own and grow relationships with a portfolio of financial institution partners as their primary contact and trusted advisor.
- Understand partner goals to drive adoption, satisfaction, and program success.
- Identify expansion opportunities and introduce features and initiatives that strengthen partner engagement.
- Collaborate with delivery, product, technology, and marketing teams to provide partner updates, resources, and enhancements.
- Develop partner communications that explain SavvyMoney’s value, showcase ROI, and promote relevant capabilities.
- Work with creative and marketing teams to design and launch co-branded campaigns and collateral.
- Represent SavvyMoney at industry events and partner engagements, building relationships and identifying growth opportunities.
- Use analytics and partner performance data to guide decisions, inform success plans, and support portfolio growth.
- Champion process improvements that streamline operations and enhance the partner experience.
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