Partner Success Manager (27534)

Sunlight Financial, LLC; California, Northern (MO, KY); Hybrid; USD 70,000 - 77,000; Full time

Benefits offered by this job

Health benefits

401(k) match

Bonus program

Growth opportunities

Team culture

Job summary

Sunlight Financial is seeking a Partner Success Manager on the West Coast to support our contractor network during Pacific Time business hours. This role focuses on ensuring a seamless loan process, resolving issues quickly, training users, and maintaining strong working relationships between contractors and capital providers.

The ideal candidate is a proactive problem-solver with excellent communication skills and a passion for partner success.

Qualifications

• 2+ years of experience in relationship/account management or a related client-facing role.
• Located on the West Coast and able to work core business hours in Pacific Time.
• Strong verbal and written communication with a professional and empathetic phone/email presence.
• Experience resolving customer or partner complaints with patience, discretion, and sound judgment.

Responsibilities

• Champion 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 on how to effectively use our platform, 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.

Skills

Relationship management

Account management

Customer success

Communication

Job description

Job DetailsLevel: EntryJob Location: West Coast - CAPosition Type: Full TimeSalary Range: $70,000.00 - $77,000.00 Salary/yearTravel Percentage: Up to 25%Job Shift: West Coast SupportPartner Success Manager

Position Overview

Sunlight Financial is seeking a Partner Success Manager based on the West Coast to support our contractor network during Pacific Time business hours. 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.

Key Responsibilities

• Champion 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 on how to effectively use our platform, 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.

Location & Schedule

This is a remote position requiring residency on the West Coast, as the role supports contractor partners during Pacific Time business hours. The position may require occasional travel.

Qualifications

• 2+ years of experience in relationship management, account management, customer/partner success, or a related client-facing role.
• Located on the West Coast, with the ability to work core business hours in Pacific Time.
• 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 Offer

• Competitive salary and performance-based incentives.
• Comprehensive health, dental, and vision benefits.
• 401(k) with company match.
• 20% quarterly bonus
• A collaborative, mission-driven team environment.
• Opportunities for professional growth within a fast-growing fintech company.

Sunlight Financial is an Equal Opportunity Employer.