This role is closed
SoFi is no longer accepting applicants for this position. Browse other live web3 jobs or check out similar roles below.
◆ 7/10
b2bb2b2ccustomer successfintech
About this role
Join SoFi as a Partnership Success Manager to drive employer partnerships and enhance employee financial wellbeing through innovative solutions.
Description
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 financial services company and national bank 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 helps employers, associations, and distribution partners deliver financial wellbeing benefits that support employees across their financial journey. Our solutions include financial education and planning, student debt tools and benefits, money-management capabilities, and access to SoFi consumer products.
Responsibilities
What you’ll do:
- Own a portfolio of employer and workplace partners, acting as the primary relationship manager and trusted advisor for key stakeholders.
- Lead the post-sale partnership lifecycle: internal handoff, onboarding, implementation readiness, launch, ongoing engagement, business reviews, renewal, and expansion planning.
- Build and execute joint success plans that align each partner’s workforce needs, program objectives, communications calendar, and commercial goals with SoFi at Work capabilities.
- Develop employee activation and engagement strategies—including partner-specific communications, webinars, educational content, campaigns, and events—in collaboration with Marketing and internal subject-matter experts.
- Monitor and interpret program performance across enrollment, utilization, applications, funded volume, product adoption, and employee engagement; translate insights into clear recommendations and next steps.
- Lead regular business reviews and strategic planning conversations, telling a compelling story with data, market context, product updates, and actionable opportunities to improve program outcomes.
- Partner with clients to identify and advance expansion opportunities, including Dashboard adoption, financial wellbeing tools, education, and contribution-based programs, while coordinating with Sales on commercial conversations.
- Serve as the voice of the partner internally, synthesizing stakeholder and employee feedback into actionable insights for Product, Marketing, Operations, and business leadership.
- Proactively identify partnership-health risks, resolve escalations, and mobilize the right internal teams to protect the client experience and retention.
- Maintain accurate account plans, contacts, activity records, risks, opportunities, performance metrics, and next steps in Salesforce and other operating tools.
- Coordinate contract renewals and amendments with partners, Sales, Legal, and Operations; ensure executed documentation and commercial terms are accurately reflected in internal systems.
- Support operational and compliance requirements for applicable programs, including partner onboarding documentation, program changes, and cross-functional approvals.
- Represent SoFi at Work in partner meetings, client events, and industry forums; travel as needed to deepen strategic relationships.
Requirements
Qualifications:
- 5+ years of experience in partnership success, customer success, account management, relationship management, consulting, client services, client-facing role, managing B2B or B2B2C relationships, employer, workplace, financial-services, benefits, HR technology, SaaS, strategic partners.
- Building relationships with HR, Benefits, Total Rewards, Payroll, Finance, executive leaders, leading post-sale lifecycle, onboarding, activation, optimization, renewal, expansion.
- Analytical judgment, using performance data, developing recommendations, communicating outcomes.
- Excellent written skills, verbal skills, executive-presentation skills, leading business reviews, crafting partner-facing materials.
- Strong project-management skills, orchestrating multiple workstreams, collaborative, solutions-oriented approach, fast-paced, cross-functional, regulated environment.
- Strong business acumen, understanding partner engagement, employee experience, product adoption.
- Experience with Salesforce, Excel, Google Sheets, PowerPoint, Google Slides, reporting tools.
- Willingness to travel 10–15%.
- Experience with employee financial wellbeing, student debt, retirement, tuition reimbursement, emergency savings, banking, lending, workplace-benefit programs.
- Designing or executing lifecycle marketing, employee communications, webinars, events, multi-channel engagement campaigns.
- Supporting enterprise clients, channel partners, consultants, brokers, recordkeepers, payroll providers, associations, affinity organizations.
- Experience working in fintech, banking, payments, regulated financial-services environment.
- Familiarity with contribution-based benefit programs, operational, compliance, stakeholder-management considerations.
Job Details
Market range (est.)$90k–$180k
LocationRemote
AI Score★★★★★★★☆☆☆ 7/10
PostedSep 15, 2026 (5d ago)
Tags & Skills
b2bb2b2ccustomer successfintechOther
Tech Stack
Google SheetsPresentation SkillsData AnalysisSalesforceExcelPowerPointGoogle Slides