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Manager – Partnership Success
Confirmed live in the last 24 hours
Locations
Seattle, WA, USA • San Francisco, CA, USA • Cottonwood Heights, UT, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Management
Marketing
Salesforce
Segment
PowerPoint/Keynote/Slides
Excel/Numbers/Sheets
Requirements
  • BA/BS degree
  • 3+ years' experience in a customer success, management consulting, or account management role
  • High proficiency with Excel, PowerPoint, and Salesforce
  • Entrepreneurial focus with a determination to succeed in an innovative, fast-paced environment
  • Ability to translate data insights into actionable business strategies. Strong attention to detail
  • Knowledge of SoFi products and platform features, capabilities, and competitive advantage
  • Excellent verbal and written communication skills, including ability to create and present compelling decks/presentations for internal and external use
  • Self-starter and hardworking, with a track record of success and drive for achievement
  • Ability to work collaboratively with cross-functional partners such as marketing, engineering, data and business teams
  • Flexibility for travel (approximately 10%)
Responsibilities
  • Own the overall relationship with your assigned partners in SoFi's enterprise segment
  • Drive utilization with partners through marketing campaigns and upsell partners to higher margin products
  • Build relationships with key external stakeholders to retain and grow revenue
  • Manage the end-to-end partner lifecycle, including implementations, onboarding,driving adoption, renewals and product expansion
  • Lead key partnership initiatives including quarterly business reviews, ongoing checkpoints, and escalations as needed
  • Set, track and report on partner performance metrics to provide insights and benchmarking, share best practices, and drive business objectives
  • Collaborate with marketing, product, engineering, operations, and business units to identify opportunities to drive growth with partners
  • Work with stakeholders across SoFi to track and resolve product issues or concerns
  • Be a champion for our partners and work with our internal SoFi teams to translate customer feedback into product insights
  • Analyze internal business processes to identify areas of improvement, propose efficiencies, and oversee solution implementation
Desired Qualifications
  • B2B account management experience
  • Experience in the financial services industry; previous startup/fintech experience is a strong plus
  • Experience selling corporate benefits and/or financial products to employers, associations, and/or financial advisors
SoFi

1,001-5,000 employees

Lender and financial services provider
Company mission
SoFi’s mission is to help people reach financial independence to realize their ambitions.
Benefits
  • You’re taken care of. SoFi employees receive comprehensive health, vision, dental, life insurance, and disability benefits—as well as flexible time off, fitness, fertility, and family planning options.
  • Realize your ambitions. We want to help our employees achieve financial freedom, just like our members. That’s why we contribute $200 per month toward your student loans to help pay down your debt—plus free financial classes.
  • Never stop learning. We offer frequent training, mentorship opportunities, and leadership programs to develop our people. We also cover tuition costs for approved programs, up to $5,250 per year.
Company Values
  • Put our members’ interests first.
  • Run after problems.
  • Embrace diversity. Everyone should feel welcome, included and able to contribute.
  • Get to the truth and make principle-based decisions.
  • Make your footprint bigger than your foot.
  • Do the right thing. If you’re not sure, do the harder thing.
  • Set ambitious goals, be gritty, be accountable.
  • Take care of other people and help them grow.
  • Iterate, learn, innovate.
  • Be SoFi missionaries.
  • …and don’t forget to smile.