Partnership Success Manager, At Work
Core
Strategic day-to-day partner to HR, Benefits, and client stakeholders to drive employee awareness, engagement, and adoption of SoFi at Work financial wellbeing solutions.
Role type
Senior Partnership Success Manager (B2B/B2B2C)
Builds
Employer and workplace partnerships delivering financial education, student debt tools, money management, and consumer products
Domain
Financial services / Fintech / Employee benefits
Deliverable
client delivery
Required skills
Relationship management, program strategy, data storytelling, project management, business acumen, executive presentation, Salesforce proficiency
Preferred skills
Employee financial wellbeing, lifecycle marketing, enterprise client support, fintech/banking experience, contribution-based benefit programs
Responsibilities
Own post-sale partnership lifecycle from onboarding to renewal and expansion; build joint success plans; develop employee activation strategies; monitor program performance; lead business reviews; identify expansion opportunities; serve as internal voice of the partner; manage contract renewals; support compliance requirements; represent the company at client events.
Seniority
Senior, hands-on IC