Senior Tech Partner Success Leader (Fintech)

Jobot

Atlanta (GA)

On-site

USD 165,000 - 220,000

Full time

2 days ago

Be an early applicant

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

Base + Bonus

401(k) Company Match

Paid Paternity Leave

Health, Dental, and Vision insurance

Unlimited PTO

HSA

FSA

Job summary

Jobot is seeking a seasoned Partner Success Leader to act as a strategic technology advisor for wealth management partners and executive teams. You’ll connect technology investments to meaningful business outcomes, drive platform adoption across CRM and planning tools, and help shape the Partner Success practice with product and engineering collaboration.

With 7–10+ years in fintech or financial services, you’ll mentor colleagues, lead business reviews, and travel to partner offices nationwide.

Qualifications

7–10+ years in fintech, wealth management, or financial services.
Background in relationship management, client success, product management, or tech consulting.
Experience leading business reviews with senior executives.

Responsibilities

Build trusted relationships with firm leaders, understanding their workflows, priorities, and growth objectives.
Lead quarterly and executive business reviews, translating platform usage, ROI, and technology roadmaps into actionable recommendations.
Drive adoption across CRM, performance reporting, financial planning, and proprietary platforms.
Coordinate training, implementation support, platform configuration, and best-practice sharing.
Bring partner insights to product and engineering teams to help inform platform priorities.
Partner with vendors and internal teams to resolve issues, improve processes, and deliver coordinated solutions.
Informally mentor junior Partner Success Managers and share effective approaches to partner engagement.