Partner Manager

SavvyMoney

. Own and grow relationships with a portfolio of financial institution partners as their primary contact and trusted advisor.

Posted 10/26/2026full-timeDublin • California • United StatesJuniorMid-Level💰 $90,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in relationship management within financial services, focusing on partner engagement, communication strategies, and data-driven decision-making. Proven ability to enhance partner satisfaction and drive program success through collaboration and process improvements.

Highest-signal resume keywords

Relationship ManagementClient EngagementAnalytical SkillsCommunication SkillsSalesforce Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Data AnalysisProgram Success MeasurementCo-Branded Campaign DevelopmentPartner Communication StrategyPerformance Data Utilization

Soft Skills

Interpersonal SkillsTime ManagementOrganizational SkillsSelf-MotivationCollaboration

Tools & Technologies

Google WorkspaceMicrosoft ExcelMicrosoft PowerPointMicrosoft WordSalesforce

Industry Keywords

Financial ServicesPartner RelationshipsClient SatisfactionProgram AdoptionProcess Improvement

About the role

Key responsibilities & impact

Own and grow relationships with a portfolio of financial institution partners as their primary contact and trusted advisor.
Understand partner goals to drive adoption, satisfaction, and measurable program success.
Identify and pursue expansion opportunities within existing partnerships.
Introduce new features and initiatives that strengthen engagement and deliver added value.
Collaborate with delivery, product, technology, and marketing teams to provide partners with updates, resources, and enhancements.
Develop and execute partner communication strategies highlighting SavvyMoney’s value, ROI, and new capabilities.
Work with creative and marketing teams to design and launch co-branded campaigns and collateral.
Represent SavvyMoney at industry events and partner engagements.
Use analytics and partner performance data to guide decisions and success plans.
Champion process improvements that streamline operations and enhance the partner experience.

Requirements

What you’ll need

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.
2+ years of experience in a client-facing or relationship management role, ideally within financial services
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

Comp & perks

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
Bonus Potential