Strategic Partner Manager, FinTech Growth

savvymoney.com; Dublin (CA); Remote; USD 90,000 - 95,000; Full time

Benefits offered by this job

Equity compensation package

Flexible time off

Medical, dental, vision – 100% premium

Disability/Life Insurance

Learning and career growth

Remote work setup reimbursement

Phone and internet stipend

Team events and all-hands

PTO for volunteering

Half day Fridays

401k matching

Office in Dublin, CA

Job summary

SavvyMoney in the San Francisco East Bay is seeking a Partner Manager to grow a portfolio of financial institution partners, helping them optimize programs and drive growth. You will be the primary contact, align goals, and deliver measurable ROI through strategic guidance and ongoing support.

You’ll collaborate with delivery, product, technology, and marketing teams, design co-branded campaigns, analyze partner performance, and advocate for process improvements to enhance the partner

Qualifications

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

Responsibilities

• Own and grow relationships with a portfolio of financial institution partners, serving as their primary contact and trusted advisor.
• Identify and pursue expansion opportunities within existing partnerships, introducing new features and initiatives that strengthen engagement and deliver added value.
• Collaborate cross-functionally with delivery, product, technology, and marketing teams to ensure partners receive timely updates, resources, and enhancements that support their growth.
• Develop and execute partner communication strategies that highlight SavvyMoney’s value, showcase ROI, and promote new capabilities aligned with each partner’s objectives.
• Work with creative and marketing teams to design and launch co-branded campaigns and collateral that drive awareness, adoption, and measurable results.
• Represent SavvyMoney at industry events and partner engagements, fostering relationships, uncovering growth opportunities, and amplifying brand visibility.
• Leverage analytics and partner performance data to guide strategic decisions, inform success plans, and ensure ongoing partner and portfolio growth.
• Champion process improvements that streamline operations and enhance the overall partner experience.

Skills

Client relationships

Relationship management

Interpersonal skills

Analytical skills

Time management

Organizational skills

Cross-functional collaboration

Google Workspace

Education

Bachelor’s degree preferred

Tools

Excel

PowerPoint

Word

Salesforce

Google Workspace

Job description

SavvyMoney in the San Francisco East Bay is seeking a Partner Manager to grow a portfolio of financial institution partners, helping them optimize programs and drive growth. You will be the primary contact, align goals, and deliver measurable ROI through strategic guidance and ongoing support.

You’ll collaborate with delivery, product, technology, and marketing teams, design co-branded campaigns, analyze partner performance, and advocate for process improvements to enhance the partner