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Partnership Success Manager, At Work

SoFi
Location
United States
Posted
17 days ago
Department
BUL
What they actually want (must-haves)
  • 5+ years of experience in partnership success, customer success, account management, relationship management, consulting, client services, or a comparable client-facing role
  • Demonstrated success managing and growing complex B2B or B2B2C relationships, preferably with employer, workplace, financial-services, benefits, HR technology, SaaS, or other strategic partners
  • Ability to build trusted relationships with stakeholders at multiple levels, including HR, Benefits, Total Rewards, Payroll, Finance, and executive leaders
  • Proven ability to lead a portfolio through the full post-sale lifecycle—from onboarding and activation through optimization, renewal, and expansion
  • Strong analytical judgment and comfort using performance data to diagnose opportunities, develop recommendations, and communicate outcomes to clients and internal stakeholders
  • Excellent written, verbal, and executive-presentation skills, including experience leading business reviews and crafting clear, compelling partner-facing materials
Nice to have
  • Experience with employee financial wellbeing, student debt, retirement, tuition reimbursement, emergency savings, banking, lending, or other workplace-benefit programs
  • Experience designing or executing lifecycle marketing, employee communications, webinars, events, or multi-channel engagement campaigns
  • Experience supporting enterprise clients, channel partners, consultants, brokers, recordkeepers, payroll providers, associations, or affinity organizations
  • Experience working in fintech, banking, payments, or another regulated financial-services environment
  • Familiarity with contribution-based benefit programs and the operational, compliance, and stakeholder-management considerations that support them
What the job really is

The Partnership Success Manager at SoFi will manage and grow a portfolio of employer and workplace partnerships, focusing on enhancing employee financial wellbeing through various programs. This role involves relationship management, program strategy, data analysis, and collaboration with internal teams to ensure successful implementation and ongoing engagement of financial services. The manager will also lead business reviews, identify growth opportunities, and act as a liaison between partners and SoFi's internal stakeholders.

Things to weigh
  • No salary listed
  • Role involves travel, which may not suit all candidates
  • Position requires collaboration across multiple internal teams, which may lead to a fast-paced work environment
Job score2.8/5
Benefits1/5
Freshness4/5
Career value4/5
Role clarity5/5
Pay transparency0/5

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