Partner Experience

Posted 6 Hours Ago
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London, Greater London, England, GBR
In-Office
Mid level
Artificial Intelligence • Fintech • Software • Financial Services
The Role
Own end-to-end partner implementation and success: onboard and configure firms, drive user adoption and retention, identify upsell opportunities, act as customer advocate to Product, and improve processes and playbooks to scale partnerships.
Summary Generated by Built In

About Saturn

Saturn is building the operating system for financial advisers, powered by AI. Our mission is to democratise financial advice for one billion people by creating the most trusted, intelligent platform for financial planning and compliance.

In just two years, we've become the UK market leader and our growth is compounding. We were part of YC S24 and recently raised a $15M Series A from Singular, Shapers, and YC to accelerate our next phase of growth.

The Role

We're looking to hire in our Partner Experience team, to own the end-to-end implementation and ongoing success of Saturn's platform within our partner firms. You'll be the person who turns a signed deal into a thriving, deeply embedded partnership - responsible for onboarding, adoption, health, retention and expansion.

This role sits at the intersection of customer success, implementation, and relationship management. You'll work directly with firm principals, compliance teams, and advisers to get Saturn live, drive real behaviour change, and ensure partners are getting measurable value from the platform.

What You'll Do

  • Own the partner experience lifecycle from onboarding through to renewal and expansion - ensuring every firm gets consistent, high-quality outcomes

  • Lead implementation for new partners: scoping requirements, configuring the platform, training users, and driving adoption

  • Build and maintain trusted relationships with stakeholders at partner organisations

  • Identity expansion and upsell opportunities within existing accounts and work with the Partnerships team

  • Translate feedback into specific, actionable insights for Product - becoming a trusted source of customer intelligence

  • Build productive cross-functional relationships with Product, Engineering and Partners

  • Lead strategic conversations, representing Saturn in the industry

  • Contribute to improving processes, documentation, and playbooks that make the Partner Experience function more scalable and consistent

Who You Are

  • 3+ years of experience in customer success, implementation, account management, consulting, or a similar client-facing role in B2B SaaS

  • Proven ability to own a portfolio of accounts and drive measurable outcomes

  • Strong relationship builder

  • Operationally excellent

  • Data-literate

  • Confident communicator

  • Proactive and solutions-oriented

Nice To Have

  • Experience in wealth management, financial advice firms or financial services more broadly

  • Background in FinTech of B2B SaaS working with regulated or compliance-heavy industries

  • Deep familiarity with the UK IFA/wealth management landscape and how advice firms operate day-to-day

What Values We’re Looking For and what you can expect the Saturn team to be:

  • Pursue Greatness: Strive for excellence in everything you do, iterating, learning, growing, and embracing discipline to drive progress.

  • Earn Trust: Build strong relationships through integrity, transparency, and delivering on your promises.

  • Seek Truth: Be data-driven, curious, and unafraid to challenge assumptions in pursuit of the best solutions.

  • Be Audacious: Dream big, take ownership, take calculated risks, and push boundaries to create meaningful progress.

  • Orbit Together: Collaborate with a shared mission, knowing collective success drives greater outcomes.

  • Will to Care: Care about your team, customers and work to the extreme degree; Read Unreasonable Hospitality.

What We Offer

  • Competitive salary and equity

  • Opportunity to build your life's work

  • Autonomy and ownership in your work

  • Offsites in Tropical places

  • Dental and best in class medical insurance

  • Budget for learning and professional growth

  • Access to world-class gym and wellness

Skills Required

  • 3+ years of experience in customer success, implementation, account management, consulting, or similar client-facing B2B SaaS role
  • Proven ability to own a portfolio of accounts and drive measurable outcomes
  • Strong relationship building skills with stakeholders
  • Operational excellence and ability to drive processes
  • Data literacy (comfortable using data to measure outcomes and inform decisions)
  • Confident communicator capable of leading strategic conversations
  • Proactive, solutions-oriented mindset
  • Experience in wealth management, financial advice firms, or financial services
  • Background in FinTech or B2B SaaS working with regulated or compliance-heavy industries
  • Familiarity with the UK IFA/wealth management landscape
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The Company
30 Employees
Year Founded: 2023

What We Do

Saturn builds an AI-powered operating system for financial advisers, aiming to democratise financial advice for one billion people by delivering trusted, intelligent financial planning and compliance tools. Launched recently, Saturn is a fast-growing UK-focused B2B SaaS company (YC S24) that sells to wealth management and advice firms, combining fintech and AI to streamline advisory workflows and regulatory compliance.

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