Partner Success Manager
Department: Operations | Type: Full-Time | Location: Charlotte, NC (Hybrid)
We Are a Mission-Driven Company
Sunlight Financial is a contractor-focused point of sale lender with a relentless focus on providing amazing
service and delivering a best-in-class experience to our entire ecosystem. We’re rapidly growing in every
home service vertical – Windows, Remodel, HVAC, Roofing, Fencing, and more – and need exceptional talent
to help us reach our goals.
Since inception, Sunlight has funded over $12 billion in loans with thousands of high-quality contractors
nationwide—and we’re just getting started. We’re looking for passionate, driven teammates to help scale our
growing home improvement business.
At Sunlight, we empower our teammates to make a meaningful impact. We’re looking for A players who thrive
in a fast paced, entrepreneurial environment. We're a fast-growing company which means initiatives and
strategy can evolve quickly as the business scales. We need teammates who move with that agility instead of
resisting it: people who live and breathe an ownership mentality and don't wait to be asked, who take
initiative and execute, and who step in on what needs doing even when it's not strictly "theirs."
Our salaries are competitive, our benefits are generous, and our culture is collaborative, connected, and fun.
If this sounds like you and you’d like to come build with us, we’d love to talk to you.
Learn more at www.sunlightfinancial.com.
Position Overview
Sunlight Financial is seeking a Partner Success Manager based to support our contractor network. This role is central to ensuring our contractors have a seamless experience with the loan process, resolving issues quickly, training users, and helping maintain strong working relationships between our contractors and capital providers. The ideal candidate is a proactive problem-solver with excellent communication skills and a passion for partner success.
This role is based in our Charlotte, NC office on a hybrid schedule.
APPLICATION INSTRUCTIONS
To be considered for this position, please include the exact job title, "Partner Success Manager” in red font at the very top of your resume. Applications that do not include this requirement may not be considered.
Key Responsibilities
- Champion contractor success by providing hands-on guidance and support to contractors.
- Partner with Contractors to investigate and resolve borrower complaints in a timely and professional manner.
- Train contractors to use our platform effectively, including onboarding new users and supporting ongoing platform adoption.
- Serve as a responsive point of contact for contractor questions and support requests via phone and email.
- Ensure seamless day-to-day operations between contractors and capital providers, escalating and coordinating cross-functionally as needed.
- Monitor recurring issues or trends in contractor feedback and relay insights to internal teams to support continuous improvement.
- Maintain accurate records of contractor interactions, issue resolution, and complaint outcomes.
- 2+ years of experience in relationship management, account management, customer/partner success, or a related client-facing role.
- Strong verbal and written communication skills, with a professional and empathetic phone and email presence.
- Experience resolving customer or partner complaints with patience, discretion, and sound judgment.
- Comfortable learning and training others on web-based software platforms; portal or fintech experience is a plus.
- Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
- Experience working in the home improvement industry.
- Experience in financial services or other contractor-facing industries is a plus.
What We Offer
- Competitive salary and performance-based incentives.
- Comprehensive health, dental, and vision benefits.
- 401(k) with company match.
- A collaborative, mission-driven team environment.
- Opportunities for professional growth within a fast-growing fintech company.
Sunlight Financial is an Equal Opportunity Employer.
Skills Required
- 2+ years of experience in relationship management, account management, customer or partner success, or a related client-facing role
- Strong verbal and written communication skills
- Professional and empathetic phone and email presence
- Experience resolving customer or partner complaints with patience, discretion, and sound judgment
- Comfort learning and training others on web-based software platforms
- Highly organized and detail-oriented, with the ability to manage multiple priorities in a fast-paced environment
- Experience working in the home improvement industry
- Portal or fintech experience
- Experience in financial services or other contractor-facing industries
What We Do
Sunlight Financial is a technology-enabled point-of-sale financing company that partners with contractors nationwide to offer homeowners loans for residential solar installations and other home improvements. Its digital platform and credit expertise streamline consumer financing, helping contractors provide customers with accessible financing options. The company also develops financial products and processes intended to make solar and home-improvement purchases easier to finance.
