Partner Support Specialist (Dublin, CA or West Coast)

About SavvyMoney:

SavvyMoney is a leading San Francisco East Bay fintech company. We provide integrated credit score and personal finance solutions to over 1,000+ bank and credit union partners nationally. The SavvyMoney solutions integrate with more than 35 digital banking platforms and loan origination systems.

SavvyMoney was recently recognized by the San Francisco Business Times and the Silicon Valley Journal as a "Top 25 Places to Work in the San Francisco Bay Area" for 2023.

We are looking for a Partner Support Specialist.

Our corporate offices are located in Dublin, CA. We offer a flexible/hybrid work environment with some days at the corporate offices and some days working from home. (We will also consider well qualified candidates that are West Coast based working remotely)

Roles and Responsibilities:

• Be the project manager for financial institution partners for the initial implementation, and for subsequent product enhancements.
• Support the Partner Marketing Managers with ongoing support requests and content changes/enhancements.
• Proactively manage the partner support ticketing queue and communicate progress internally and externally.
• Support partners with data entry, analysis, and CRM maintenance.
• Respond to partner support requests in a timely and effective manner, while always providing exceptional service.
• Assist with content creation and data analysis to improve partner optimization and success.
• Assist partners with executing marketing campaigns that increase adoption and prove out the SavvyMoney ROI.
• Work with the marketing and product teams to create and update sales collateral and partner presentations.
• Coordinate with product and technology teams to keep the scope and direction of each implementation on schedule, and ensure each partner always has an exceptional experience.
• Assist the Partnership Marketing Manager team to cultivate and manage bank and credit union partners. Be their voice and champion in our organization.
• Identify areas of improvement that will result in more efficient processes and an enhanced partner experience.
• Measure, report, and communicate on the success of marketing metrics, KPIs, and partner engagement.

To be Successful in this Role:

• Always be proactive in anticipating the needs of the Partnership Marketing team.
• You are focused on the partner experience and the service level provided.
• Ability to manage multiple projects and tasks simultaneously.

• Highly organized and detail-oriented, with the ability to manage competing priorities.

• You are always a team player and eager to lend a helping hand in a nimble organization.

Skills and Qualifications:

• 2+ years relative work experience
• Excellent communication and presentation skills.
• Proficient with Excel, PowerPoint, and Word
• Bachelor’s degree required.
• SalesForce experience preferred.

Base salary

The annual base salary for this position is between $68,000.00 and $75,000.00 depending upon experience.

SavvyMoney’s EEO Statement

SavvyMoney relies on diversity of culture and thought to deliver on our goal of Creative People, Practical solutions serving our client needs, and ensures nondiscrimination in all programs and activities. We continuously seek talented, qualified employees in our operations regardless of race, color, sex/gender, including gender identity and expression, sexual orientation, pregnancy, national origin, religion, disability, age, marital status, citizen status, protected veteran status, or any other protected classification under country or local law. SavvyMoney is proud to be an Equal Employment Opportunity/ Affirmative Action Employer.