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FINSYNC · 19 hours ago

Partner Account Manager

United States

Full-time

Remote

Mid Level

FINSYNC is a financial platform that supports entrepreneurs in their business journeys. The Partner Account Manager will onboard and train Community Organizations and entrepreneurs, ensuring effective use of the platform to foster local partnerships and enhance business growth.

AccountingBusiness IntelligenceFinancial ServicesSoftware

Responsibilities

Onboard and activate Community Organization partners in the Impact Center

Train partners, entrepreneurs, and business coaches on FINSYNC platform features and benefits

Support entrepreneurs as they enter the network and facilitate warm introductions to Community Organizations and ecosystem partners

Build and manage workflows to nurture Community Organizations, entrepreneurs, and coaches through their FINSYNC journey

Conduct regular check-ins with partners to review platform utilization and success

Maintain accurate CRM records and share reports on engagement, onboarding, connections, and referrals

Collaborate with Partner Success, Programs, and Business Development teams to ensure a seamless partner and entrepreneur experience

Qualification

Relationship managementTechnology adoptionCRM experienceCommunication skillsOrganizational skillsConsultative approachMetricsExperience in entrepreneurial ecosystems

Required

Experience in relationship or partnership management, ideally with nonprofit or community-based organizations

Comfort supporting technology adoption and explaining software features and benefits

Strong communication skills with a consultative, persistent approach

Experience working with CRMs, metrics, and reporting

Highly organized, systems-minded, and excited about helping entrepreneurs succeed

Preferred

Experience in entrepreneurial ecosystems or small business support (SBDCs, accelerators, incubators, coaching programs)

Benefits

Competitive salary

Path to earning equity-based compensation

Benefits package

Opportunities for career growth

Company

FINSYNC

FINSYNC helps entrepreneurs and small business owners simplify operations and secure affordable funding through one connected platform.

Founded in 2011

Atlanta, Georgia, USA

51-200 employees

https://www.finsync.com/

Funding

Current Stage

Growth Stage

Leadership Team

Tucker Mathis

CEO

Anna Maiolo

Senior Advisor

Recent News

PRNewswire

FINSYNC Announces Industry-Defining Connected Entrepreneur Ecosystem

2024-03-27

WhaTech

Cash Flow Market projections : analyzing trends in financial liquidity and investment strategies

2023-12-21

Business Wire

FINSYNC Announces Open Network to Connect Bankers With ...

2023-12-21

Company data provided by crunchbase