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Partner Manager (Pleasanton, CA or USA Remote)

**This can be a work from our corporate offices in Dublin, CA or a 100% Work Remote from your home office position.

About SavvyMoney:

SavvyMoney is a leading San Francisco East Bay fintech company. We provide integrated credit score and personal finance solutions to over 1,000+ bank and credit union partners nationally. The SavvyMoney solutions integrate with more than 35 digital banking platforms and loan origination systems.

We are adding to our team and looking for a Partner Manager who will work closely with our financial institution partners to implement the SavvyMoney solution, assist with training and utilization of the product toolset, work cross-collaboratively with each partner’s internal teams to optimize their programs and demonstrate ROI, and suggest subsequent product enhancements as they may benefit the partner.

Roles and Responsibilities

• Be the project manager for financial institution partners for the initial implementation and subsequent product enhancements.
• Cultivate and manage relationships with your portfolio of partners. Be their voice and champion in our organization.
• Coordinate with product, technology, and implementation teams to keep the scope and direction of each implementation on schedule, and ensure each partner has an exceptional experience from the beginning of the relationship.
• Assist each partner with training their internal teams on the SavvyMoney toolset. Share best practices to help grow and optimize each partner’s program.
• Work with SavvyMoney’s creative team as needed to develop marketing briefs, campaigns, and collaterals for partners’ internal and external use.
• Develop partner communication strategies that promote SavvyMoney relevance and ROI.
• Represent SavvyMoney at conferences, forums, and other industry and networking events.
• Identify areas of improvement that will result in more efficient processes and an enhanced partner experience.
• Measure, report, and communicate on the success of marketing metrics, KPIs, and partner engagement.

To be successful in this Role

• Be a self-starter that can work independently with little oversight.
• Always be proactive in anticipating the needs of partners and address these in a timely and professional manner.
• 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.

Requirements

• 3+ years experience in marketing or partnership management role, preferably in financial services.
• Experience managing clients/partners, and working with external agency resources.
• 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 Google Analytics and SQL.
• Bachelor’s degree required.

Base salary

The annual base salary for this position is between $75,000.00 and $95,000.00 depending upon experience and where you live + Quarterly Bonus potential.

Additionally we provide

• Equity compensation package
• Vacation/Paid time off
• Medical, Dental, Vision – 100% premium paid for employee
• Opportunity for career growth and challenge
• 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.