Relationship Manager

Posted 12 Days Ago
Easy Apply
Be an Early Applicant
2 Locations
Hybrid
Mid level
Fintech • Mobile • Software • Financial Services
SoFi’s mission is to help people reach financial independence to realize their ambitions.
The Role
Support the Senior Relationship Manager by overseeing supplier relationships, managing data analytics, and ensuring operational efficiency. Responsibilities include performance analysis, compliance checks, and participation in business reviews.
Summary Generated by Built In

Employee Applicant Privacy Notice

Who we are:

Shape a brighter financial future with us.

Together with our members, we’re changing the way people think about and interact with personal finance.

We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.

The role

The Global Partner Relationship Associate role will support the Senior Relationship Manager by helping to create successful partnerships and ensuring operations run smoothly.  The Global Partner Relationship Associate will be responsible for assisting with the comprehensive oversight of third party suppliers in all facets of relationship management, including but not limited to; maintaining accurate records, assisting with invoicing procedures, monitoring adherence to contracted service levels and general relationship management. The role is directly responsible for data analytics and reporting relative to the overall Global Service Delivery Center (GSDC) partners performance regarding all programs being supported through the partnership. Reporting and analytics is required for weekly, monthly, and quarterly management performance. The relationship manager will identify and analyze performance trends and work with key stakeholders to improve performance and operational efficiency.  Additionally, the Global Partner Relationship Associate will help ensure all contingent workers have appropriate access and are able to provide uninterrupted support to our various lines of business.


What you’ll do:

  • Analyze performance data, create monthly presentations and present to SoFI and GSDC senior leadership
  • Manage initiatives to drive improvement in GSDC performance and share results with senior leadership
  • Work with cross-functional business leaders to ensure GSDCs are meeting their needs
  • Develop deep relationships with GSDC leadership and leverage partnerships to improve SoFi operations
  • Work with GSDC partners to ensure all contingent workers have appropriate levels of access and help to ensure technical/access issues are resolved
  • Arrange invoice estimates and share with finance
  • Review monthly GSDC invoices for accuracy
  • Help ensure GSDC teams are in compliance with necessary training requirements
  • Attend weekly business reviews and call listening sessions, coordinate with cross-functional teams to provide feedback on performance
  • Help manage expansion projects into new lines of business and ensure projects remain on schedule
  • Additional tasks and responsibilities as required

What you’ll need:


  • Minimum Bachelors or Associate Degree or with 3+ years related experience
  • Strong verbal and written communication skills 
  • Advanced Experience with Excel and/or Google Sheets including creating spreadsheets, diagrams and tables to analyze data
  • Experience with Powerpoint/Google Slides, ability to effectively create presentations and present to management
  • Call center management experience strongly preferred
  • Able to move between projects/duties quickly and efficiently with excellent organizational and time management skills 
  • Track record of successful high-impact decision making
  • Ability to work independently with little supervision 
  • This position has no supervisory responsibilities
  • This position may require occasion international travel
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location. 
 
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.The Company hires the best qualified candidate for the job, without regard to protected characteristics.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.New York applicants: Notice of Employee RightsSoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email [email protected].Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Top Skills

Excel
Google Sheets
Google Slides
PowerPoint

What the Team is Saying

Kari
Niyati
Mike
Suban
Caroline
Mona
Donald
Kari
Yelena
Thomas
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: San Francisco, CA
4,500 Employees
Year Founded: 2011

What We Do

SoFi wasn’t built to be a bank. Or a technology company. We were built for one mission: help people achieve financial independence so they can realize their ambitions.

Redefining an entire industry isn’t easy work—and it’s not for the faint of heart. It takes a certain kind of team. People with diverse perspectives and expertise, united by a common sense of purpose. People willing to challenge assumptions but always do the right thing. People proving that innovation and responsibility don’t have to compete, but can come together to create something truly unconventional in the world.

For the last eight years, we’ve been charting this new path forward. We call it The SoFi Way.
At SoFi, we don’t just talk about culture: we live it. The SoFi Way is how we show up every day, how we make decisions, and how we build for our members, clients, and each other.

Why Work With Us

Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation Fintech company using innovative, mobile-first technology to help our members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront.

Gallery

Gallery
Gallery
Gallery
Gallery
Gallery

SoFi Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

For the majority of our workforce who work on a hybrid schedule, the in-office requirement is a handful of days per month!

Typical time on-site: Flexible
Company Office Image
HQSan Francisco, CA
Company Office Image
Cottonwood Heights, UT
Company Office Image
Frisco, TX
Company Office Image
Helena, MT
Company Office Image
Jacksonville, FL
Company Office Image
New York, NY
Company Office Image
Seattle, WA
Learn more

Similar Jobs

SoFi Logo SoFi

Senior Data Engineer

Fintech • Mobile • Software • Financial Services
Easy Apply
Remote or Hybrid
United States
4500 Employees

SoFi Logo SoFi

Staff Software Engineer

Fintech • Mobile • Software • Financial Services
Easy Apply
Remote or Hybrid
United States
4500 Employees

SoFi Logo SoFi

Director, Learning and Development - Operations

Fintech • Mobile • Software • Financial Services
Easy Apply
Hybrid
2 Locations
4500 Employees

SoFi Logo SoFi

Fraud Prevention and Detection Specialist, Invest

Fintech • Mobile • Software • Financial Services
Easy Apply
Hybrid
2 Locations
4500 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account