Partnership Success Manager, At Work

About This RoleAI processing…

Key Responsibilities

• 1
  Own a portfolio of employer and workplace partners, acting as the primary relationship manager and trusted advisor for key stakeholders.
• 2
  Lead the post-sale partnership lifecycle: internal handoff, onboarding, implementation readiness, launch, ongoing engagement, business reviews, renewal, and expansion planning.
• 3
  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.
• 4
  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.
• 5
  Monitor and interpret program performance across enrollment, utilization, applications, funded volume, product adoption, and employee engagement; translate insights into clear recommendations and next steps.
• 6
  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.
• 7
  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.
• 8
  Serve as the voice of the partner internally, synthesizing stakeholder and employee feedback into actionable insights for Product, Marketing, Operations, and business leadership.
• 9
  Proactively identify partnership-health risks, resolve escalations, and mobilize the right internal teams to protect the client experience and retention.
• 10
  Maintain accurate account plans, contacts, activity records, risks, opportunities, performance metrics, and next steps in Salesforce and other operating tools.
• 11
  Coordinate contract renewals and amendments with partners, Sales, Legal, and Operations; ensure executed documentation and commercial terms are accurately reflected in internal systems.
• 12
  Support operational and compliance requirements for applicable programs, including partner onboarding documentation, program changes, and cross-functional approvals.
• 13
  Represent SoFi at Work in partner meetings, client events, and industry forums; travel as needed to deepen strategic relationships.
• 14
  5+ years of experience in partnership success, customer success, account management, relationship management, consulting, client services, or a comparable client-facing role.
• 15
  Demonstrated success managing and growing complex B2B or B2B2C relationships, preferably with employer, workplace, financial-services, benefits, HR technology, SaaS, or other strategic partners.
• 16
  Ability to build trusted relationships with stakeholders at multiple levels, including HR, Benefits, Total Rewards, Payroll, Finance, and executive leaders.
• 17
  Proven ability to lead a portfolio through the full post-sale lifecycle—from onboarding and activation through optimization, renewal, and expansion.
• 18
  Strong analytical judgment and comfort using performance data to diagnose opportunities, develop recommendations, and communicate outcomes to clients and internal stakeholders.
• 19
  Excellent written, verbal, and executive-presentation skills, including experience leading business reviews and crafting clear, compelling partner-facing materials.
• 20
  Strong project-management skills and a track record of orchestrating multiple workstreams, stakeholders, and deadlines with rigor and attention to detail.
• 21
  Collaborative, solutions-oriented approach; comfortable navigating a fast-paced, cross-functional, and regulated environment.
• 22
  Strong business acumen and a practical understanding of how partner engagement, employee experience, and product adoption create shared value.
• 23
  Proficiency with Salesforce, Excel or Google Sheets, PowerPoint or Google Slides, and reporting tools.
• 24
  Willingness to travel approximately 10–15% as needed.

Requirements

• 5+ years of experience in partnership success, customer success, account management, relationship management, consulting, client services, or a comparable client-facing role.
• Strong project-management skills and a track record of orchestrating multiple workstreams, stakeholders, and deadlines with rigor and attention to detail.
• Proficiency with Salesforce, Excel or Google Sheets, PowerPoint or Google Slides, and reporting tools.
• Familiarity with contribution-based benefit programs and the operational, compliance, and stakeholder-management considerations that support them.
• What you’ll need: 5+ years of experience in partnership success, customer success, account management, relationship management, consulting, client services, or a comparable client-facing role.
• If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
• Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Perks & Benefits