About Finix
Finix is seeking a Partnership Success Manager to own the health, growth, and productivity of our partnerships after they're signed. While our Strategic Partnerships Managers focus on sourcing and closing, you'll take the baton at close and turn those relationships into a reliable, scaling source of qualified pipeline and revenue.
You'll be the day-to-day owner of our partner portfolio, responsible for onboarding partners, driving Sales Accepted Opportunities (SAOs), and keeping partners engaged and productive. This role is ideal for someone highly organized, relationship-driven, and energized by operational execution, comfortable managing many partners at once and obsessive about follow-through.
You Will:
- Own the post-close partner relationship, serving as the primary point of contact for partners once agreements are signed
- Drive SAO generation by actively working with partners to identify, qualify, and route new merchant leads into Finix's sales pipeline
- Onboard and enable new partners, including training, resource sharing, and getting partners to first opportunity as quickly as possible
- Manage day-to-day partner operations and administrative tasks, including tracking referrals, maintaining partner records, and ensuring data accuracy across systems
- Monitor partner health and performance, proactively identifying at-risk or underperforming partners and building plans to re-engage them
- Collaborate cross-functionally with Sales to ensure partner-sourced leads are followed up on and progressing through pipeline
- Support partners with ongoing enablement, including marketing collateral, co-selling support, and answers to product or process questions
- Track and report on partner performance metrics, including SAO volume, pipeline contribution, and sourced revenue by partner
- Build and refine repeatable processes for partner onboarding, enablement, and ongoing success as the program scales
You Have:
- 3+ years of experience in partner management, customer success, account management, or a related relationship-management role, ideally at a high-growth SaaS or payments company
- Track record of managing a portfolio of relationships and driving measurable outcomes (pipeline, revenue, retention, or engagement)
- Strong organizational skills and attention to detail, with the ability to juggle many partners and tasks simultaneously
- Excellent communication and relationship-building skills across both internal teams and external partners
- Comfort with operational and administrative work, including CRM hygiene, reporting, and process management
- A proactive, solutions-oriented mindset and the ability to operate in a fast-changing, zero-to-one environment
- Experience with CRM and partner tools (Salesforce, HubSpot, PRM platforms, etc.)
Previous experience in payments or FinTech a plus
Skills Required
- 3+ years of experience in partner management, customer success, account management, or a related relationship-management role
- Experience managing a portfolio of relationships and driving measurable outcomes such as pipeline, revenue, retention, or engagement
- Strong organizational skills and attention to detail
- Excellent communication and relationship-building skills with internal teams and external partners
- Experience with operational and administrative work, including CRM hygiene, reporting, and process management
- Proactive, solutions-oriented mindset and ability to work in a fast-changing, zero-to-one environment
- Experience with CRM and partner tools such as Salesforce, HubSpot, or PRM platforms
- Previous experience in payments or FinTech
What We Do
Finix is on a mission to create the most accessible financial services ecosystem in history. To do so, we are building the global operating system for fintech, starting with payments. Since 2015, we’ve been busy creating a payments management solution specifically for SaaS platforms—from startups to publicly traded companies—that want to earn more revenue, reduce churn, and delight customers. With one developer-friendly API, Finix helps companies accept payments, manage payouts, and onboard merchants—all in the same place. Finix offers everything SaaS companies need to build a world-class payments solution.
Why Work With Us
Our diverse team of fintech professionals is dedicated to building accessible payments tools that democratize financial access. From employee development to customer success, we believe in the campsite rule—“leave it better than you found it”—ensuring every client and Finixian is better after working with us.
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