Partner Marketing Specialist (Dublin, CA or USA Remote)

Partner Marketing Specialist (Dublin, CA or USA Remote)

SavvyMoney is a leading San Francisco East Bay fintech company.  We provide integrated credit score and personal finance solutions to 1,500 + bank and credit union partners nationally. The SavvyMoney solutions integrate with more than 43 digital banking platforms.

SavvyMoney is recognized by the San Francisco Business Times and the Silicon Valley Journal as one of the "Top 20 Places to Work in the San Francisco Bay Area" and is an Inc. 5000 Fastest Growing Company.

**This can be a work from our corporate offices in Dublin, CA, or a 100% work remote from your home office in the USA position. 

We are adding to our team and looking for a Partner Marketing Specialist.

At SavvyMoney, the Partner Marketing Specialist is an essential role in helping the company scale engagement with financial institution partners, while creating processes to gain efficiencies and establish/optimize best practices. This role will support the Vice President, Partner Marketing, to enable engagement touchpoints across partners.

We are looking for someone who is a collaborator, strategic thinker, effective influencer, understands our business, and who can rapidly demonstrate impact and value to the organization. The ideal candidate combines customer/partner strategy, administrative, and Salesforce experience, and can thrive in high-growth and fast-paced environments.

Roles and Responsibilities

• Collaborate with the Vice President, Partner Marketing, and  Partner Marketing and design teams on collateral asset ideas for Partner Engagement optimization initiatives.
• Provides daily administrative support to ensure the functionality and coordination of the partner engagement team which includes data entry, analysis, reporting, and CRM maintenance.
• Compose and post content on the SavvyMoney partner portal, The SavvyMoney Hub.
• Assist in creating strategies to drive engagement to the SavvyMoney Hub.
• Assist with content creation and data analysis to improve partner optimization and success.
• Support our Partner Managers with ongoing marketing content support requests.
• Measure, report, and communicate the success of marketing metrics/KPIs for partner engagement activities.
• Proactively manage the Marketing Customizations ticketing queue and communicate progress internally and externally within Salesforce.
• Use existing key partner insights and data to establish and implement  impactful messaging and ideas
• Assist in the updating of documentation, training materials, and Confluence for the partner engagement team.

To be Successful in this Role

• A self-starter who is eager to be challenged, learn, and grow in a diverse environment
• Takes meaningful responsibility and initiative for understanding problems by breaking them down and driving solutions, aptitude and enthusiasm for ideating and innovating solutions to ambiguous and complex problems
• Track record of delivering results with business impact while balancing competing priorities in a fast-paced environment
• Ability to manage multiple projects and tasks simultaneously
• Highly organized and detail-oriented, with the ability to manage competing priorities

• You are always a team player and eager to lend a helping hand in a nimble organization 

Skills and Qualifications

• 2–3 years of relevant experience
• Bachelor’s degree preferred
• A background in financial services is a strong plus
• Experience with Salesforce is highly desirable
• Proficiency with design and presentation tools such as PowerPoint, Canva, Figma, or Adobe Creative Cloud
• Strong analytical skills with the ability to interpret engagement data and apply it to strategy and decision-making
• Comfortable working with diverse teams and adapting to different working styles and personalities
• Skilled at translating technical concepts into clear, simple language for non-technical audiences
• Excellent communicator and collaborator—able to navigate cross-functional teams, adapt to changing priorities, and influence stakeholders through both written and verbal communication

Base salary

The annual base salary for this position is between $70,000.00 and $85,000.00, depending upon experience and geography. 

Additionally, we provide

• 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 

SavvyMoney’s EEO Statement

SavvyMoney relies on diversity of culture and thought to deliver on our goal of Creative People and practical solutions serving our client needs, and ensures nondiscrimination in all programs and activities. We continuously seek talented, qualified employees in our operations regardless of race, color, sex/gender, including gender identity and expression, sexual orientation, pregnancy, national origin, religion, disability, age, marital status, citizen status, protected veteran status, or any other protected classification under country or local law. SavvyMoney is proud to be an Equal Employment Opportunity/ Affirmative Action Employer.

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