Strategic Partnerships Lead — Employer Programs

SoFi; Charlotte (NC); On-site; USD 120,000 - 160,000; Full time

Job summary

SoFi at Work is seeking a Partnership Success Manager to own and grow a portfolio of employer and workplace partnerships. You will serve as the strategic daily partner to HR, Benefits, Total Rewards, Payroll and other client stakeholders, translating business objectives into activation plans that drive awareness, adoption, and long-term value.

The role sits at the intersection of relationship management, program strategy, data storytelling, and disciplined execution, collaborating with Sales,

Qualifications

• 5+ years in partnership success, customer success, account management or similar client-facing roles.
• Proven ability to manage and grow complex B2B/B2B2C relationships with employers or benefits programs.
• Ability to build trusted relationships with stakeholders across HR, Benefits, Payroll, Finance and leadership.
• Experience leading post-sale lifecycle from onboarding to renewal and expansion.
• Strong analytical judgment with data-driven decision making.
• Excellent written, verbal and executive presentation skills.
• Strong project-management skills coordinating multiple workstreams and deadlines.
• Collaborative, solutions-oriented in a fast-paced, regulated environment.
• Concrete understanding of how engagement and product adoption create value.
• Proficiency with Salesforce, Excel/Sheets, and reporting tools.

Responsibilities

• Own a portfolio of employer and workplace partners, acting as the primary relationship manager.
• Lead post-sale lifecycle: onboarding, activation, reviews, renewal and expansion planning.
• Develop joint success plans aligning partner needs with SoFi at Work capabilities.
• Create employee activation strategies with communications, webinars, content, campaigns and events.
• Monitor program performance and translate insights into recommendations.
• Lead business reviews with data-driven storytelling and context.
• Identify expansion opportunities and coordinate with Sales for commercial discussions.
• Represent the partner internally to Product, Marketing, Operations and leadership.
• Proactively address partnership risks and coordinate internal teams to protect the customer experience.
• Maintain accurate records in Salesforce and other tools; coordinate renewals and amendments.

Skills

Partnership management

Account management

Relationship management

Analytical judgment

Executive presentation

Project management

Cross-functional collaboration

Business acumen

Salesforce

Excel/Sheets

PowerPoint/Slides

Travel readiness

Tools

Salesforce

Excel

Google Sheets

PowerPoint

Job description

SoFi at Work is seeking a Partnership Success Manager to own and grow a portfolio of employer and workplace partnerships. You will serve as the strategic daily partner to HR, Benefits, Total Rewards, Payroll and other client stakeholders, translating business objectives into activation plans that drive awareness, adoption, and long-term value.

The role sits at the intersection of relationship management, program strategy, data storytelling, and disciplined execution, collaborating with Sales,