Partner Solutions Specialist (Dublin, CA or USA Remote)

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.

**This can be work from our corporate offices in Dublin, CA or a 100% Work Remote from your home office position depending upon where you live.

We are expanding and looking for a dedicated Partner Solutions Specialist to support our Partner Solutions team in driving the ongoing success of our Pre-Approvals solution for existing financial institution partners.

Roles and 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.

To be successful in this Role

• 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.

Skills and Qualifications

• 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.

• Bachelor’s degree required.

Base Salary

The annual base salary for this position is between $85,000.00 - $90,000.00 depending upon experience and geography.

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.

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