savvymoney - Partner Solutions Specialist (Dublin, CA or USA Remote)
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Requirements
• 3+ years experience in marketing or partnership management roles, preferably in financial services. • 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.
Responsibilities
• Support Partner Solutions team in managing relationships with small-to-medium sized financial institution partners on the Pre-Approvals solution, serving as an active contributor to partner success. • Assist in coordinating with financial institution partners and internal teams to develop, refresh, and deliver marketing collateral that drives awareness and engagement with the Pre-Approvals solution. • Research and compile best practices and recommendations to help partners optimize their use of the Pre-Approvals solution, delivering findings through the lead Partner Solutions Specialist. • Collaborate cross-functionally with internal teams — including marketing, product, and Partner Solutions team — to support partner strategies and ensure timely resolution of partner needs. • Prepare campaign summaries, partnership reviews, and performance recaps that highlight key results and opportunities for growth, supporting the team in partner-facing presentations and reviews. • Assist with post-launch partner onboarding and training activities, ensuring partners are equipped to effectively leverage the Pre-Approvals solution and associated tools. • Document partner interactions, feedback, and outcomes in Salesforce and internal tracking tools to maintain accurate records and inform team planning. • Help communicate product updates and solution enhancements to assigned partners in coordination with the lead Partner Solutions Specialist. • Contribute to the development of partner-facing materials such as presentations, training guides, and success summaries in support of the broader Partner Solutions team. • 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.
Benefits
• The annual base salary for this position is between $85,000.00 - $90,000.00 depending upon experience and geography. • Additionally we provide • 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
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