Partner Coordinator

Greenlight Financial Technology; Atlanta (GA); On-site; USD 60,000 - 78,000; Full time

Job summary

Greenlight Financial Technology is seeking a motivated Partner Coordinator to manage key client relationships and help drive data-driven decisions across our Commercial Partnerships team.

You will maintain CRM records, support renewals and upsells, and coordinate reporting and forecasting while collaborating with marketing, analytics, finance, and legal teams. A growth-oriented, process-minded problem-solver will thrive here.

Qualifications

• 1-3 years of experience in partner management, channel or sales operations, account management, customer success, program or project management, sales, marketing, product, or a related role
• Strong written and verbal communication and relationship-building skills, with the ability to collaborate internally and externally and work well with a small team
• Ownership mentality and a strong desire to learn, grow, and adapt in a fast-paced environment
• Innate curiosity and a love of finding new ways to solve problems
• Excellent organizational skills with close attention to detail and process
• Strong analytical skills: the ability to support ideas with numbers and tell a story with data
• Proficiency with Google Sheets (Excel) and Google Slides (PowerPoint); CRM experience (e.g., HubSpot or Salesforce) is a plus
• Comfort with major LLMs (e.g., Claude)
• Bachelor's degree preferred, or equivalent experience
• Experience in SaaS, financial services, banking, or fintech preferred

Responsibilities

• Be a trusted client resource. Build multi-threaded relationships with external partner teams, serving as the go-to contact for Greenlight questions and product/industry expertise.
• Keep the partner pipeline and data clean. Maintain accurate partner and deal records in our CRM, track opportunities and activity, help manage renewals, upsells, and flag gaps or friction points to optimize for efficiency.
• Own reporting and forecasting support. Prepare regular reports on partner performance, forecast attainment, key account progress, and process metrics. Partner with Commercial Partnerships leadership on internal reporting and forecasting, and present findings to leadership.
• Drive growth through product adoption. Ensure each partner is on track to adopt Greenlight-delivered updates, and support them from program launch through day-to-day priorities, delivery timelines, and execution.
• Drive partner engagement and satisfaction. Keep engagement high, with a focus on partner satisfaction and customer adoption of Greenlight.
• Administer partner agreements. Track the lifecycle of partnership agreements, including renewals and required documentation, working with Legal and the Greenlight team to drive renewals and expansion.
• Spot and fix issues proactively. Identify and resolve issues affecting partner satisfaction or customer experience before they escal­ate.
• Work cross-functionally. Collaborate with marketing, analytics, finance, compliance, and customer service to drive the success of partner programs and initiatives, including making best-practice marketing recommendations to partners and project-managing their execution.
• Improve how we work. Analyze business performance and processes to find opportunities to optimize product, marketing, and operations, then help drive ideas from concept to scaled implementation across a growing partner base.

Skills

Relationship building

Written communication

Verbal communication

Data analysis

Project management

Ownership mindset

Cross-functional collaboration

Adaptability

Detail-oriented

Education

Bachelor's degree or equivalent experience

Tools

Google Sheets

Google Slides

CRM (HubSpot or Salesforce)

Job description

Greenlight is a family technology company on a mission to help families raise financially smart kids and navigate life together. Its suite of products — including the Greenlight app, debit card, Safe Family GPS trackers, and Family Hub — brings together financial tools, safety features, and everyday family management in one connected experience. Designed for busy families who want convenience without compromise, Greenlight continues to innovate alongside the evolving needs of modern life. Today, more than 6.5 million family members trust Greenlight to stay in sync.

At Greenlight, we're here to make the day-to-day easier and futures brighter, so families can spend less time managing life, and more time living it. That's why we get out of bed every morning.

Greenlight is hiring a motivated, detail-oriented Partner Coordinator to join our Commercial Partnerships team. You will manage key client relationships, help keep processes running smoothly, support enablement across our relationships, and turn data into insights that help our partners succeed.

We want someone process-focused with strong interpersonal skills who can manage relationships externally and influence internally. This team is growing quickly, moves fast, and is always iterating, so you will be expected to juggle several projects at once while building reproducible processes. If you are a naturally inquisitive self-starter who loves to learn, this role is for you.

What you will do:

• Be a trusted client resource. Build multi-threaded relationships with external partner teams, serving as the go-to contact for Greenlight questions and product/industry expertise.
• Keep the partner pipeline and data clean. Maintain accurate partner and deal records in our CRM, track opportunities and activity, help manage renewals, upsells, and flag gaps or friction points to optimize for efficiency.
• Own reporting and forecasting support. Prepare regular reports on partner performance, forecast attainment, key account progress, and process metrics. Partner with Commercial Partnerships leadership on internal reporting and forecasting, and present findings to leadership.
• Drive growth through product adoption. Ensure each partner is on track to adopt Greenlight-delivered updates, and support them from program launch through day-to-day priorities, delivery timelines, and execution.
• Drive partner engagement and satisfaction. Keep engagement high, with a focus on partner satisfaction and customer adoption of Greenlight.
• Administer partner agreements. Track the lifecycle of partnership agreements, including renewals and required documentation, working with Legal and the Greenlight team to drive renewals and expansion.
• Spot and fix issues proactively. Identify and resolve issues affecting partner satisfaction or customer experience before they escal­ate.
• Work cross-functionally. Collaborate with marketing, analytics, finance, compliance, and customer service to drive the success of partner programs and initiatives, including making best-practice marketing recommendations to partners and project-managing their execution.
• Improve how we work. Analyze business performance and processes to find opportunities to optimize product, marketing, and operations, then help drive ideas from concept to scaled implementation across a growing partner base.

What you’ll bring to the team:

• 1-3 years of experience in partner management, channel or sales operations, account management, customer success, program or project management, sales, marketing, product, or a related role
• Strong written and verbal communication and relationship-building skills, with the ability to collaborate internally and externally and work well with a small team
• An ownership mentality and a strong desire to learn, grow, and adapt in a fast-paced environment
• Innate curiosity and a love of finding new ways to solve problems
• Excellent organizational skills with close attention to detail and process
• Strong analytical skills: the ability to support ideas with numbers and tell a story with data
• Proficiency with Google Sheets (Excel) and Google Slides (PowerPoint); CRM experience (e.g., HubSpot or Salesforce) is a plus
• Comfort with major LLMs (e.g., Claude)
• Bachelor's degree preferred, or equivalent experience
• Experience in SaaS, financial services, banking, or fintech preferred

Location: We are currently prioritizing candidates who are based in the greater Boston, Massachusetts or Atlanta, Georgia area.

Who we are:

It takes a talented team to aim for a mission like ours. We're looking for people who ask "is it bold enough?" People who bring their real selves to the table and push the people around them to do the same. We win by never hesitating to jump in, offer a hand, or share the credit, because we know we're stronger together than apart. And through all of it, the mission stays the thing we measure ourselves against: are we doing right by the families counting on us?

Greenlight is an equal opportunity employer and will not discriminate against any employee or applicant based on age, race, color, national origin, gender, gender identity or expression, sexual orientation, religion, physical or mental disability, medical condition (including pregnancy, childbirth, or a medical condition related to pregnancy or childbirth), genetic information, marital status, veteran status, or any other characteristic protected by federal, state or local law.

Greenlight is committed to an inclusive work environment and interview experience. If you require reasonable accommodations to participate in our hiring process, please reach out to your recruiter directly or email [e-mail].