Partner Success Manager

Sunlight Financial LLC; Charlotte (NC); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health benefits

401(k) match

Career growth

Performance incentives

Job summary

Sunlight Financial LLC in Charlotte, NC is seeking a Partner Success Manager to support our contractor network. This role ensures contractors have a seamless experience with the loan process, resolves issues quickly, trains users, and maintains strong working relationships between contractors and capital providers.

The ideal candidate is a proactive problem-solver with excellent communication skills, 2+ years in relationship or account management, and a comfort with web-based platforms.

Qualifications

• 2+ years in relationship/account management or customer/partner success.
• Strong verbal and written communication with professional demeanor.
• Experience using web-based software platforms; fintech exposure a plus.
• Highly organized with ability to manage multiple priorities.

Responsibilities

• Champion contractor success by providing hands-on guidance and support.
• Investigate and resolve borrower complaints with contractors in a timely manner.
• Train contractors to use our platform, onboarding new users.
• Serve as a responsive contact via phone and email for contractor questions.
• Ensure seamless operations between contractors and capital providers.
• Monitor contractor feedback trends and relay insights for improvement.
• Maintain accurate records of contractor interactions and outcomes.

Skills

Relationship management

Account management

Customer/partner success

Verbal & written communication

Training others

Multitasking / organizational skills

Problem solving

Fintech platform experience

Tools

CRM software

Fintech platforms

Job description

Partner Success ManagerDepartment: Operations | Type: Full-Time | Location: Charlotte, NC (Hybrid)We Are a Mission-Driven CompanySunlight Financial is a contractor-focused point of sale lender with a relentless focus on providing amazingservice and delivering a best-in-class experience to our entire ecosystem. We’re rapidly growing in everyhome service vertical – Windows, Remodel, HVAC, Roofing, Fencing, and more – and need exceptional talentto help us reach our goals.Since inception, Sunlight has funded over $12 billion in loans with thousands of high-quality contractorsnationwide—and we’re just getting started. We’re looking for passionate, driven teammates to help scale ourgrowing home improvement business.At Sunlight, we empower our teammates to make a meaningful impact. We’re looking for A players who thrivein a fast paced, entrepreneurial environment. We're a fast-growing company which means initiatives andstrategy can evolve quickly as the business scales. We need teammates who move with that agility instead ofresisting it: people who live and breathe an ownership mentality and don't wait to be asked, who takeinitiative and execute, and who step in on what needs doing even when it's not strictly \"theirs.\"Our salaries are competitive, our benefits are generous, and our culture is collaborative, connected, and fun.If this sounds like you and you’d like to come build with us, we’d love to talk to you.Learn more at www.sunlightfinancial.com.Position OverviewSunlight Financial is seeking a Partner Success Manager based to support our contractor network. This role is central to ensuring our contractors have a seamless experience with the loan process, resolving issues quickly, training users, and helping maintain strong working relationships between our contractors and capital providers. The ideal candidate is a proactive problem-solver with excellent communication skills and a passion for partner success.This role is based in our Charlotte, NC office on a hybrid schedule.APPLICATION INSTRUCTIONSTo be considered for this position, please include the exact job title, \"Partner Success Manager” in red font at the very top of your resume. Applications that do not include this requirement may not be considered.Key ResponsibilitiesChampion contractor success by providing hands-on guidance and support to contractors.Partner with Contractors to investigate and resolve borrower complaints in a timely and professional manner.Train contractors to use our platform effectively, including onboarding new users and supporting ongoing platform adoption.Serve as a responsive point of contact for contractor questions and support requests via phone and email.Ensure seamless day-to-day operations between contractors and capital providers, escalating and coordinating cross-functionally as needed.Monitor recurring issues or trends in contractor feedback and relay insights to internal teams to support continuous improvement.Maintain accurate records of contractor interactions, issue resolution, and complaint outcomes.2+ years of experience in relationship management, account management, customer/partner success, or a related client-facing role.Strong verbal and written communication skills, with a professional and empathetic phone and email presence.Experience resolving customer or partner complaints with patience, discretion, and sound judgment.Comfortable learning and training others on web-based software platforms; portal or fintech experience is a plus.Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment.Experience working in the home improvement industry.Experience in financial services or other contractor-facing industries is a plus.What We OfferCompetitive salary and performance-based incentives.Comprehensive health, dental, and vision benefits.401(k) with company match.A collaborative, mission-driven team environment.Opportunities for professional growth within a fast-growing fintech company.Sunlight Financial is an Equal Opportunity Employer.