Partner Solutions Consultant (Dublin, CA or USA Remote)

Partner Solutions Consultant (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 1,475 + bank and credit union partners nationally. The SavvyMoney solutions integrate with more than 43 digital banking platforms.

SavvyMoney was recently recognized by the San Francisco Business Times and the Silicon Valley Journal as one of the "Top 25 Places to Work in the San Francisco Bay Area" and is an Inc. 5000 Fastest Growing Company.

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

SavvyMoney is seeking a Partner Solutions Consultant to focus on selling add-on solutions to our existing partners (FIs). This role is key to deepening our partnerships with financial institutions by identifying opportunities for additional value and positioning SavvyMoney’s solutions to meet those needs. The Partner Solutions Consultant will manage a dedicated pipeline of partner accounts, conduct demos, and work to exceed personal sales quotas through consultative selling.

This role is ideal for a motivated sales professional who excels at account success, relationship building, and uncovering opportunities to deliver enhanced value to existing clients.

Key Responsibilities - 

Account Management and Sales Support

• Serve as the primary contact for assigned partner accounts, building strong relationships to ensure client satisfaction and identify new opportunities.
• Proactively engage with partners to understand their evolving needs and position SavvyMoney’s add-on solutions effectively.
• Collaborate with internal teams to ensure seamless delivery of solutions and maintain high partner satisfaction.

Add-On Sales and Consultative Selling

• Manage a personal sales pipeline of existing partners, driving add-on sales opportunities from identification to close.
• Conduct personalized demos showcasing the value of SavvyMoney’s additional solutions.
• Develop tailored proposals and ROI strategies to address partner-specific goals and challenges.

Quota Attainment and Revenue Growth

• Consistently meet or exceed individual add-on sales quotas as defined by the Sales Director.
• Contribute to the company’s revenue growth by upselling and cross-selling solutions within the existing partner base.

CRM Management and Reporting

• Maintain accurate and up-to-date records of partner interactions and opportunities in Salesforce.
• Analyze Salesforce data to track progress, identify opportunities for growth, and refine sales strategies.
• Report regularly on pipeline health and performance to the Sales Director.

Market and Product Expertise

• Stay informed on SavvyMoney’s product offerings, industry trends, and competitor solutions to effectively position add-on sales opportunities.
• Provide feedback to product and marketing teams based on partner insights and needs.

What We’re Looking For - 

Skills and Experience

• 3+ years of experience in account management, sales, or business development, preferably in fintech, SaaS, or financial services.
• Proven ability to manage a pipeline, conduct demos, and close sales.
• Strong relationship-building and consultative selling skills.
• Proficiency in Salesforce or similar CRM tools.
• Excellent organizational and time management skills with attention to detail.

Qualities That Set You Apart

• Passionate about deepening client relationships and uncovering new ways to deliver value.
• Collaborative and team-oriented while excelling in independent sales efforts.
• Analytical mindset with the ability to turn partner insights into actionable solutions.
• You are focused on the customer experience and the service level provided
• Ability to manage multiple projects and tasks simultaneously
• Highly organized and detail-oriented, with the ability to manage competing priorities
• You are passionate about your partners receiving exceptional support for themselves and their end-users
• You are always a team player and eager to lend a helping hand in a nimble organization
  

Skills and Qualifications:

• 5+ years of experience working with or selling banking systems and/or fintech solutions
• 3+ years of experience in a presales consulting role
• Proven track record in growing adoption of digital solutions for consumer deposits and loans with comprehensive knowledge of user onboarding processes, and modern banking technology platforms
• Experience managing clients/partners preferred 
• Strong presentation & negotiation skills
• Excellent communication, critical thinking & analytical skills
• Proficient with Excel, PowerPoint, Word, and Salesforce
• Bachelor’s degree required

Base Salary 

The Annual Base salary for this position will be between $90,000.00  and $120,000.00 based upon experience plus quarterly commission potential.

Additionally we provide

• Equity Compensation Package
• Flexible Time Off (FTO) - take time off as needed to rest and recharge.
• Medical, Dental, Vision – 100% premium paid for employee
• Disability/Life Insurance
• Opportunity for learning and career growth with a top Bay Area technology company
• Reimbursement for remote work setup
• Monthly stipend for phone and internet
• Team building events, culture activities, all hands events
• Paid time off to volunteer and serve the community
• Half day Fridays
• 401k matching contribution
• 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, 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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