Account Manager

• Identify, evaluate, drive, and lead new and existing strategy initiatives focused on Fintech opportunities (e.g., payments, financing, lending, banking, etc.), typically enabled through partner and vendor relationships.
• Contribute to the definition and development of fintech product/business strategy with the leadership team.
• Collaborate with key cross-functional stakeholders (Product, Design, Engineering, Product Marketing, and Operations) to develop and validate solutions in the embedded fintech space.
• Develop and present business cases with ongoing quantitative and qualitative analyses, customer validation, and recommendations to senior leadership.
• Work closely with leadership on strategic Fintech bets that have an outsized impact on the Trades space.
• Research and arm internal teams with business landscape knowledge of Fintech competitors, insights, and trends.
• Develop partnership strategy, explore, source, negotiate or renegotiate agreements, and own ongoing management.
• Drive Partner/Vendor/Ecosystem Strategy in alignment with the global fintech strategy.
• Evaluate potential partner/vendor opportunities to power expansion products and services.
• Own intake, management, and resolution of strategic partner and tri-party (internal/customer/partner) issues, and/or escalations related to fintech, serving as the key point contact for partner executive stakeholders.
• Develop and manage future partner program management structure, internal tracking/tooling/process, standards terms, and performance measurement.
• Drive iterative/continuous improvements to fintech standard operating processes and procedures.
• Responsible for consolidating and driving prioritization for strategic insights, operations, and analytics/data insights/reporting.
• Serve as a key POC for FP&A, ops, and BI on KPI insights, forecasting/reforecasting process and reporting mechanisms.
• Contribute standard monthly performance reporting, MBRs/QBRs, holding internal teams and external parties accountable to deliver data within SLAs along with strategic customer/partner rebate tracking and delivery.
• Contribute to go-to-market strategy to launch or enhance fintech products.

Senior Director, Fintech Partnerships, Strategy

Vice President of Partnerships

Account Manager, Growth

Clinical Account Coordinator

Clinical Territory Manager, Diabetes

Specialty Territory Manager