SavvyMoney

Partner Manager

SavvyMoney

full-time

Posted on:

Location Type: Hybrid

Location: Dublin • California • United States

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Salary

💰 $90,000 - $95,000 per year

About the role

  • 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.

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.
Benefits
  • Annual Bonus potential
  • Equity compensation package
  • Flexible Time Off Policy (Take time as you need it)
  • 401(k) with Employer contribution
  • Medical, Dental, Vision – 100% premium paid for employee
  • Opportunity for career growth and challenge
  • Beautiful California East Bay offices in Dublin, CA
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
interpersonal skillsanalytical skillslistening skillscommunication skillspresentation skillstime managementorganizational skillsself-motivatedcollaborativerelationship management