**To be considered for this position, candidates must be legally authorized to work in the United States on a full-time basis without the need for employer sponsorship now or in the future.
SavvyMoney is a leading San Francisco East Bay fintech company. We provide integrated credit score and personal finance solutions to 1,600 + 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.
We are expanding and looking for a dedicated Senior Partner Solutions Specialist to lead the implementation and ongoing success of our add-on solutions for existing financial institution partners.
**This can be work from our corporate offices in Dublin, CA or a 100% Work Remote from your home office position depending upon where you live.
Roles and Responsibilities:
Lead the implementation of add-on solutions for partners.
Own product portfolio success and optimization.
Ongoing success management of Add-On Solutions.
Advise partners on best practices to maximize the value of add-on solutions.
Serve as the internal and external SME for add-on solutions.
Collaborate with partner managers to deliver the value of SavvyMoney’s add-on solutions.
Conduct market research and review, working closely with product teams to communicate market trends and partner requests.
Communicate product enhancements and impacts of add-on solutions to partners.
Coach and develop Partner Solutions Specialists, sharing expertise and best practices to strengthen the team.
To be successful in this Role
Demonstrate self-starting initiative, capable of working autonomously with minimal supervision.
Proactively anticipate partner needs and promptly address them in a professional manner.
Prioritize the partner experience and uphold high service standards.
Excel in managing multiple projects and tasks concurrently.
Possess strong organizational skills and meticulous attention to detail, adept at managing competing priorities.
Exhibit a genuine passion for ensuring partners receive outstanding support for both themselves and their end-users.
Embrace a collaborative mindset, always ready to contribute as a team player in a dynamic organization.
Skills and Qualifications
**Proven track record of growing adoption of digital solutions for consumer deposits and loans with comprehensive knowledge of user onboarding processes, and modern banking technology platforms
5+ years experience in marketing or partnership management roles, preferably in financial services.
**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, and working with external agency resources.
Excellent communication and presentation skills.
Proficient in data analysis and interpretation.
Proficient with Excel, PowerPoint, Word, and SalesForce.
Experience creating and using email campaign management tools.
Knowledge in web analytics tools such as Tableau.
Bachelor’s degree required.
Base Salary
The annual base salary for this position is between $115,000.00 and $125,000.00 depending upon experience
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.
We are committed to protecting your data. To learn more, please review the
SavvyMoney Employee Privacy Policy Notice here
Skills Required
- 5+ years experience in marketing or partnership management roles, preferably in financial services
- Proven track record in growing adoption of digital solutions for consumer deposits and loans
- Experience managing clients/partners
- Excellent communication and presentation skills
- Proficient with Excel, PowerPoint, Word, and Salesforce
- Experience creating and using email campaign management tools
- Knowledge in web analytics tools such as Tableau
- Bachelor's degree required
What We Do
SavvyMoney is a leading fintech company that provides integrated credit score, financial wellness, and lending solutions to over 1,600 financial institutions. By combining real-time data, personalized marketing, and advanced analytics, the company helps banks and credit unions drive member engagement, grow loans and deposits, and deliver actionable financial insights within digital banking environments, ultimately empowering consumers to take control of their financial health.
