🛠 Tech Stack

💼 About This Role

You'll own strategic partnerships at a fintech platform, driving revenue growth and retention. You'll collaborate across teams to onboard partners and deliver custom solutions. This role offers high ownership over key enterprise accounts with a hybrid work setup.

🎯 What You'll Do

• Own success of strategic partnerships for revenue and retention
• Ensure partners meet contract commitments and expand relationships
• Collaborate cross-functionally for efficient onboarding and project delivery
• Drive program management and partner-specific initiatives

📋 Requirements

• 3-5 years in client-facing Retirement or Wealth Management at Fintech SaaS
• Strong project management and organizational skills
• Proven success working with senior management
• Strong 401(k) industry experience

✨ Nice to Have

• Proficiency in Asana, Excel, PowerPoint, Google Workspace
• Process improvement experience

🎁 Benefits & Perks

• 🏥 Competitive health coverage
• 🏖️ Generous vacation offering
• 🏢 Hybrid office policy with multiple locations
• 💰 Performance-based bonus
• 🏦 Great 401(k) plan

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Phone Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Technical/Behavioral Interview· 60 min

🚩 Heads Up

• Requires 401k experience, which may be niche
• Broad responsibilities spanning sales, retention, project management