SavvyMoney · 1 month ago
Senior Manager, Partner Onboarding (Dublin, CA or USA Remote)
United States
Full-time
Remote
Mid, Senior Level
$125K/yr - $140K/yr
6+ years expSavvyMoney is a leading fintech company based in the San Francisco East Bay, providing integrated credit score and personal finance solutions to over 1,500 bank and credit union partners. The Senior Manager, Partner Onboarding will lead the team responsible for implementing new financial institution partners, ensuring a seamless transition from signed agreement to successful launch, while enhancing project management and operational efficiency.
Credit BureauCredit CardsFinanceFinancial ServicesFinTech
Responsibilities
Lead and mentor the Partner Implementation team, driving accountability and performance across the onboarding funnel
Oversee the implementation of new partners from contract signature through launch, ensuring projects move efficiently through each stage
Foster a culture of delivery excellence and continuous improvement across the team
Establish and enforce standardized project management frameworks (methodologies, tools, dashboards) to strengthen predictability and speed to launch
Identify bottlenecks, proactively mitigate delivery risks, and ensure partners move efficiently through every implementation stage
Optimize resource planning and capacity management to meet aggressive project timelines without compromising quality
Own onboarding pipeline and project health reporting, providing accurate, data-backed forecasts of launch readiness and ARR realization
Deliver regular executive-level reports summarizing project progress, risk areas, dependencies, recovery actions and/or upcoming milestones
Partner with Sales Ops and Finance to align on project cadence, delivery metrics, and revenue recognition
Collaborate with Sales, Sales Ops, Partner Success, Technical Support, and Product teams to ensure seamless handoffs and coordinated partner launches
Provide feedback and data-driven insights to improve partner implementation processes and cross-team efficiency
Drive strategic initiatives to shorten launch cycles, increase delivery confidence, and standardize onboarding playbooks
Define, track, and report on key onboarding KPIs to continuously improve delivery timelines and deployment success
Represent the Partner Onboarding function in strategic planning and organizational operations forums, ensuring alignment between execution and business goals
Qualification
Required
6+ years of experience in partner onboarding, client implementation, or project management — ideally in fintech, SaaS, or financial services
3+ years of leadership experience, with demonstrated success in coaching teams to deliver high-impact results under tight timelines
Proven success in driving operational efficiency and forecasting accuracy
Advanced understanding of CRM, project management, and workflow tools (Salesforce, Atlassian, Smartsheet, or similar)
Excellent communication, executive reporting, and stakeholder management skills
Strong analytical mindset and data-driven approach to decision-making
Benefits
Annual Bonus potential
Equity compensation package
Flexible Time Off Policy (Take time as you need it)
401(k) with Employer contribution
Medical, Dental, Vision – 100% premium paid for employee
Opportunity for career growth and challenge
Beautiful California East Bay offices in Dublin, CA
Company
SavvyMoney
SavvyMoney is a fintech platform that partners with banks to provide their customers with free credit scores and financial wellness tools.
51-200 employees
H1B Sponsorship
SavvyMoney has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (2)
2023 (1)
Funding
Current Stage
Late StageTotal Funding
$272MKey Investors
Spectrum EquityTransUnion
2025-10-27Private Equity· $225M
2022-01-25Private Equity· $45M
2016-09-23Series D
Leadership Team
Ali Kolb
Senior Partner Manager
Amanda K.
Senior Partner Manager
Recent News
2025-11-05
Fintech Schweiz Digital Finance News - FintechNewsCH
2025-11-04
Company data provided by crunchbase