Support the Partner Solutions team in managing relationships with financial institution partners, contributing to their success.
Assist in developing marketing collateral and researching best practices to optimize partner use of the Pre-Approvals solution.
Collaborate with internal teams to support partner strategies and ensure timely resolution of partner needs.
SavvyMoney is a leading San Francisco East Bay fintech company providing integrated credit score and personal finance solutions to bank and credit union partners. They have been recognized as a top place to work and are an Inc. 5000 Fastest Growing Company.
Deliver substantial ARR growth with our alliance partners.
Build and execute against alliance growth plans.
Lead QBRs, pipeline reviews and ongoing business planning with alliance partners.
SentiLink provides innovative identity and risk solutions, empowering institutions and individuals to transaction with confidence. They're building the future of identity verification in the United States replacing a clunky, ineffective, and expensive status quo with solutions that are 10x faster, smarter, and more accurate.
Take a portfolio-based approach to your book of business to identify areas of risk and opportunities for revenue growth within your assigned accounting firms.
Build detailed territory and account plans to lead Quarterly Business Reviews (QBRs) within your large partner portfolio to identify opportunities for growth, including aligning the Gusto Pro Partner Program with the partners strategic growth objectives.
Balance both new partner acquisition (in collaboration with dedicated Partner BDR) and development of active partners.
Gusto's mission is to grow the small business economy. They handle payroll, health insurance, 401(k)s, and HR, so owners can focus on their craft and their customers. They have teams in Denver, San Francisco, and New York, supporting more than 500,000 small businesses nationwide.
Own and scale a high-value partner ecosystem across the healthcare safety-net to drive measurable growth through partnerships.
Develop, negotiate, and manage commercial partnerships that create pipeline, ARR, referrals, co-sell opportunities, and patient impact.
Use AI and automation to scale partner operations, maintain portfolio visibility, and produce executive-ready recommendations.
CareMessage is a technology non-profit building the largest patient engagement platform for low-income populations in the US, powered by the Health Equity Engine. Since 2013, it has reached 22 million patients, and the team of compassionate, accountable professionals leverages a nonprofit model to reinvest revenue into impact.
Mollie is a fintech company that provides an all-in-one platform for businesses to manage payments and money. With over 900 employees across 12+ locations, they focus on moving fast, building with purpose, and caring deeply about customers.
Own the success and growth of Mudflap’s largest merchant partnerships.
Build executive-level relationships and act as a trusted strategic advisor to key partners.
Monitor merchant performance, identify trends and risks, and proactively drive operational and business improvements.
Mudflap is transforming the trucking and logistics industry by leveling the playing field for owner operators and small fleets. Backed by top-tier venture investors and included in the Forbes Fintech 50 list, Mudflap offers fleet fuel management solutions.
Own end-to-end activation of the partner ecosystem across technology, methodology, referral, alliance, and system integrator partners.
Build and manage referral partner programs from scratch — establishing systematic cadences, pipeline tracking, attribution management for referral fees, and proactive partner-to-customer introductions.
Build repeatable partner activation playbooks to scale the partnerships function, across onboarding, enablement, joint marketing, and revenue tracking.
Fieldguide is establishing a new state of trust for global commerce and capital markets by automating and streamlining the work of assurance and audit practitioners, specifically in cybersecurity, privacy, and financial audits. They are based in San Francisco, CA, but built as a remote-first company. The Fieldguide team is inclusive, driven, humble, and supportive.