The posting
**To be considered for this position, candidates must be legally authorized to work in the United States on a full-time basis without the need for employer sponsorship now or in the future.
SavvyMoney is a leading San Francisco East Bay fintech company. We provide integrated credit score and personal finance solutions to 1,600 + bank and credit union partners nationally. The SavvyMoney solutions integrate with more than 43 digital banking platforms.
SavvyMoney was recently recognized by the San Francisco Business Times and the Silicon Valley Journal as one of the "Top 25 Places to Work in the San Francisco Bay Area" and is an Inc. 5000 Fastest Growing Company.
We are growing and looking for a Partner Manager to work closely with our financial institution partners, helping them optimize their current programs and maximize growth opportunities through strategic guidance and ongoing support.
Role and 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.
What Success Looks like in this Role
- 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.
Skills and Qualifications
- 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
Base Salary
The annual base salary for this position is between $90,000.00 and $95,000.00 depending upon experience + Bonus Potential
Additionally we provide
- Equity Compensation Package
- 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
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.
We are committed to protecting your data. To learn more, please review the SavvyMoney Employee Privacy Policy Notice here https://www.savvymoney.com/employee-privacy-policy/
