Partner Engagement Specialist (Pleasanton, CA or USA Remote)

**This can be a work from our corporate offices in Dublin, CA or a 100% work remote from your home office in the USA position.

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.

We are adding to our team and looking for a Partner Engagement Specialist

At SavvyMoney, the Partner Engagement Specialist is an essential role in helping the company scale engagement with financial institution partners, while creating processes to gain efficiencies and establish/optimize best practices. This role will support the Senior Director of Partner Strategy and the Manager of Partner Engagement to enable engagement touchpoints across partners.

We are looking for someone who is a collaborator, strategic thinker, effective influencer, understands our business, and who can rapidly demonstrate impact and value to the organization. The ideal candidate has a combination of customer/partner strategy, administrative and Salesforce experience including Marketing Cloud, and can thrive in high growth and fast paced environments.

Roles and Responsibilities

• Collaborate with Senior Director of Partner Strategy, Partner Engagement Manager, and marketing/design teams on collateral asset ideas for Partner Engagement optimization initiatives.
• Provides daily administrative support to ensure the functionality and coordination of the partner engagement team which includes data entry, analysis, reporting, and CRM maintenance.
• Compose and post content on the SavvyMoney partner portal, The SavvyMoney Hub.
• Assist in creating strategies to drive engagement to the SavvyMoney Hub, manage Hub announcements and overall hub content updating.
• Assist with content creation and data analysis to improve partner optimization and success.
• Support our Partnership Marketing Managers with ongoing marketing content support requests.
• Measure, report, and communicate on the success of marketing metrics/KPIs for partner engagement activities.
• Proactively manage the Marketing Customizations ticketing queue and communicate progress internally and externally within Salesforce.
• Use existing key partner insights and data to establish and implement impactful messaging and ideas
• Assist in the updating of documentation, training materials, and Confluence for the partner engagement team.

To be Successful in this Role

• A self-starter who is eager be challenged, learn, and grow in diverse environment
• Takes meaningful responsibility and initiative for understanding problems by breaking them down and driving solutions, aptitude and enthusiasm for ideating and innovating solutions to ambiguous and complex problems
• Track record of delivering results with business impact while balancing competing priorities in fast paced environment
• 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:

• 2-3 years of related experience
• College Degree preferred
• Financial Services industry a huge plus
• Salesforce and Marketing Cloud experience a huge plus
• Familiarity with photo editing software like Canva and Photoshop
• Analytical mindset and approach to problem solving. Ability to use engagement data to drive strategy and decisions
• Can work with people with different styles and personalities
• Can simplify and communicate technical information to non-technical individuals
• Effective communicator and collaborator; comfortable adapting to any situation or project, navigating cross-functional organization, and influencing stakeholders through both written and oral communication channels

Base salary

The annual base salary for this position is between $58,000.00 and $75,000.00 depending upon experience and geography.

Additionally we provide

• Annual Bonus potential + Equity compensation package
• Vacation/Paid time off
• Medical, Dental, Vision – 100% premium paid for employee
• Opportunity for career growth and challenge
• Beautiful California East Bay offices in Dublin, CA

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.