SavvyMoney is a leading San Francisco East Bay fintech company. We provide integrated credit score and personal finance solutions to over 1,500 + bank and credit union partners nationally.
Requirements
- 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
