savvymoney - Partner Manager (Dublin, CA or USA Remote)
Requirements
• 2+ years of experience in a client-facing or relationship management role, ideally within financial services • A passion for building strong client relationships and consistently exceeding expectations • Excellent interpersonal skills with the ability to work effectively across diverse styles and personalities • Strong analytical, listening, communication, and presentation skills • Exceptional time management and organizational skills, with the ability to prioritize effectively in a dynamic environment • Self-motivated and collaborative, with a track record of meeting individual and team goals • Proficient in Google Workspace, Microsoft Excel, PowerPoint, Word, and Salesforce • Bachelor’s degree preferred; equivalent combination of education and relevant experience will also be considered
Responsibilities
• Own and grow relationships with a portfolio of financial institution partners, serving as their primary contact and trusted advisor. Deeply understand each partner’s goals to drive adoption, satisfaction, and measurable program success. • Identify and pursue expansion opportunities within existing partnerships, introducing new features and initiatives that strengthen engagement and deliver added value. • Collaborate cross-functionally with delivery, product, technology, and marketing teams to ensure partners receive timely updates, resources, and enhancements that support their growth. • Develop and execute partner communication strategies that highlight SavvyMoney’s value, showcase ROI, and promote new capabilities aligned with each partner’s objectives. • Work with creative and marketing teams to design and launch co-branded campaigns and collateral that drive awareness, adoption, and measurable results. • Represent SavvyMoney at industry events and partner engagements, fostering relationships, uncovering growth opportunities, and amplifying brand visibility. • Leverage analytics and partner performance data to guide strategic decisions, inform success plans, and ensure ongoing partner and portfolio growth. • Champion process improvements that streamline operations and enhance the overall partner experience. • You are a self-starter who thrives working independently and takes ownership with minimal oversight. • You proactively anticipate partner needs and respond with timely, professional solutions. • You are deeply committed to delivering an exceptional partner experience and consistently high service levels. • You excel at juggling multiple projects and priorities in a fast-paced environment. • You bring strong organizational skills and attention to detail to everything you do. • You are passionate about ensuring partners — and their end-users — receive outstanding support and value. • You’re a true team player, always ready to collaborate and contribute within a nimble, fast-moving organization.
Benefits
• The annual base salary for this position is between $90,000.00 and $95,000.00 depending upon experience + Bonus Potential • 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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