Director, Partnership Success
Who we are:
Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance.
We’re a next-generation fintech company using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
SoFi at Work, established in 2014, began with a mission to help employees refinance their student debt. Today, we've partnered with over 1,000 organizations, broadening our offerings to assist individuals at every stage of their financial journey—through financial education, financial solutions, and contribution benefits.
As a Partnership Success Director, you will manage our largest and most complex enterprise accounts, ensuring success and satisfaction with our products and services. Your role will be cross-functional, collaborating with Sales, Marketing, Support, Data, and Engineering teams to ensure a seamless partner experience. You will also play a vital role in offering SoFi at Work's unique benefits to your partners' employees, working closely with partners to understand their needs and tailor our offerings.
Your efforts will help empower employees with the tools and resources needed to reach their financial goals, strengthening our impact and deepening our relationships with partners.
This position reports directly to the Head of Partnership Success.
What you’ll do:
Enterprise Account Management: Own and manage relationships with SoFi's top enterprise partners.
Upselling and Growth: Identify opportunities to upsell new SoFi at Work products, proposing tailored solutions.
Lifecycle Management: Oversee the end-to-end partner lifecycle, including onboarding, utilization, renewals, and product expansion.
Partnership Success Initiatives: Lead key partnership initiatives like quarterly business reviews to drive partner engagement, satisfaction, and loyalty.
Performance Tracking: Set, track, and report on partner performance metrics to provide insights, share best practices, and drive business objectives.
Cross-Functional Collaboration: Work with internal teams to resolve product issues and identify growth opportunities with partners.
Customer Advocacy: Translate customer feedback into product insights.
Process Improvement: Analyze and improve internal business processes.
What you’ll need:
7-10 years of experience in a senior customer success or account management role.
High proficiency with Excel, PowerPoint, and Salesforce.
Ability to translate data insights into actionable strategies.
Knowledge of SoFi products and platform features.
Excellent communication skills.
Flexibility for travel (approximately 10%).
Nice to have:
Experience in the financial services industry; fintech experience is a strong plus.
Experience selling corporate benefits or financial products