Job Overview
Location
Dublin, CA
Job Type
Full-time
Category
Data Science
Date Posted
June 4, 2026
Full Job Description
đź“‹ Description
- • Lead the end-to-end implementation of SavvyMoney’s add-on solutions for existing bank and credit union partners nationwide.
- • Own the ongoing success and optimization of the product portfolio for add-on solutions, ensuring maximum adoption and value realization by financial institution partners.
- • Serve as the primary internal and external subject matter expert (SME) for all add-on solutions, providing guidance and troubleshooting to partners and internal teams.
- • Collaborate closely with partner managers to articulate and deliver the strategic value of SavvyMoney’s digital solutions to financial institution clients.
- • Advise partners on best practices to enhance user engagement, improve onboarding experiences, and maximize the utility of integrated credit score and personal finance tools.
- • Conduct market research and analyze partner feedback to identify trends, unmet needs, and opportunities for product enhancement, then communicate findings to product teams.
- • Communicate product updates, feature enhancements, and implementation impacts directly to partners through presentations, reports, and tailored outreach.
- • Coach and mentor junior Partner Solutions Specialists by sharing expertise, establishing best practices, and fostering team-wide excellence in partner support.
- • Manage multiple implementation projects and partner initiatives concurrently with meticulous attention to detail and strong organizational skills.
- • Proactively anticipate partner needs and respond with timely, professional solutions to ensure exceptional partner and end-user experiences.
- • Utilize data analysis and interpretation skills to evaluate solution performance, track adoption metrics, and inform strategic recommendations.
- • Create and manage email campaign workflows using industry-standard tools to drive partner engagement and solution adoption.
- • Leverage web analytics platforms such as Tableau to monitor user behavior and measure the impact of add-on solutions across digital banking platforms.
- • Maintain proficiency in Salesforce, Excel, PowerPoint, and Word to manage partner records, generate reports, and deliver presentations.
- • Work autonomously with minimal supervision, demonstrating self-starting initiative and accountability in a fast-paced fintech environment.
- • Embrace a collaborative mindset, contributing actively to team goals and culture while supporting cross-functional alignment across product, marketing, and engineering teams.
- • Represent SavvyMoney as a trusted advisor to over 1,600 bank and credit union partners integrated across 43+ digital banking platforms.
🎯 Requirements
- • 5+ years of experience in marketing or partnership management roles, preferably within financial services
- • Proven track record of growing adoption of digital solutions for consumer deposits and loans
- • Comprehensive knowledge of user onboarding processes and modern banking technology platforms
- • Experience managing clients/partners and working with external agency resources
- • Proficient in data analysis and interpretation, with expertise in Excel, PowerPoint, Word, and Salesforce
- • Bachelor’s degree required
🏖️ Benefits
- • Annual base salary between $115,000 and $125,000
- • Equity Compensation Package
- • Flexible Time Off (FTO) with no set limits
- • 100% premium-paid Medical, Dental, and Vision coverage for employees
- • Reimbursement for remote work setup and monthly stipend for phone and internet
- • Paid time off to volunteer and serve the community
- • Half-day Fridays
- • 401k matching contribution
- • Team building events, culture activities, and all-hands events
- • Opportunity for learning and career growth within a top Bay Area technology company
Skills & Technologies
About SavvyMoney, Inc.
SavvyMoney, Inc. is a financial technology company that provides credit score monitoring, financial wellness tools, and personalized money management solutions to consumers through partnerships with banks, credit unions, and financial institutions. Its platform offers users free access to credit scores, credit reports, budgeting tools, and educational resources designed to improve financial literacy and promote healthier financial behaviors. By embedding its services within the digital banking experiences of its partners, SavvyMoney helps financial institutions increase customer engagement, retention, and cross-selling opportunities. The company operates in the fintech and consumer finance industry, focusing on empowering individuals with actionable financial insights while enabling institutions to deliver added value through integrated, white-labeled financial wellness platforms.
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