Partnership Success Manager, At Work

SoFi Technologies
Charlotte
Workplace: OnsiteFull timeUSD 105,600 - 198,000 annuallyFunction: Customer Success & Account ManagementExperience: 5+ yearsSkills: ["Relationship-building","Executive communication","Project management","Analytical judgment","Collaboration"]

Own and grow a portfolio of employer and workplace partnerships for SoFi at Work. You’ll manage the post-sale partnership lifecycle—from handoff and implementation readiness through employee activation, business reviews, renewal, and expansion planning. Build joint success plans aligned to workforce needs and program objectives, interpret enrollment and engagement performance, and guide internal teams to optimize outcomes for partners and employees, including Salesforce reporting and contract coordination.

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SoFi Technologies
SoFi Technologies
4 days ago

Partnership Success Manager, At Work

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Last checked: 10 hours agoStatus: Live

Job Summary

Own and grow a portfolio of employer and workplace partnerships for SoFi at Work. You’ll manage the post-sale partnership lifecycle—from handoff and implementation readiness through employee activation, business reviews, renewal, and expansion planning. Build joint success plans aligned to workforce needs and program objectives, interpret enrollment and engagement performance, and guide internal teams to optimize outcomes for partners and employees, including Salesforce reporting and contract coordination.
Location: Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Own a portfolio of employer and workplace partners as the primary relationship manager and trusted advisor.
  • •Lead the post-sale partnership lifecycle: handoff, onboarding, implementation readiness, launch, ongoing engagement, business reviews, renewal, and expansion.
  • •Build and execute joint success plans aligning partner workforce needs, program objectives, communications calendars, and SoFi capabilities.
  • •Develop employee activation and engagement strategies with partner-specific communications, webinars, educational content, campaigns, and events.
  • •Monitor program performance metrics and use data storytelling to recommend next steps while coordinating renewals, amendments, and required operational/compliance activities.
Travel: Medium travel

Pay and Benefits

Salary: USD 105,600 - 198,000 annually

Key Requirements

  • •5+ years of experience in partnership success, customer success, account management, relationship management, consulting, or comparable client-facing roles.
  • •Proven success managing and growing complex B2B or B2B2C relationships, preferably with employer, workplace, financial-services, benefits, HR technology, SaaS, or strategic partners.
  • •Ability to lead a portfolio through the full post-sale lifecycle from onboarding and activation through optimization, renewal, and expansion.
  • •Strong analytical judgment using performance data (e.g., enrollment and engagement) to diagnose opportunities and communicate recommendations.
  • •Proficiency with Salesforce and reporting tools, plus Excel or Google Sheets and PowerPoint or Google Slides.
Experience:5+ yearsB2BB2B2CFintechFinancial servicesSaaSHR technologyBenefits
Skills:Relationship-buildingExecutive communicationProject managementAnalytical judgmentCollaboration
Tech Stack:SalesforceExcelGoogle SheetsPowerPointGoogle Slides

Company Brief

SoFi Technologies
Provides digital financial services including lending, banking, investing, and credit products through a consumer-focused online platform. SoFi serves individuals looking to manage money, borrow, save, invest, and protect their finances in one place.
Industry: Neobanking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: San Francisco, United States
Founded: 2011
WebsiteLinkedIn