SavvyMoney

Drive add-on sales, develop partner relationships, and represent the company at industry events. | Minimum 5+ years in digital product sales within fintech, strong industry relationships, experience with financial platforms, and excellent communication skills. | Sr. Solutions Consultant (Dublin, CA or USA Remote) **This can be hybrid work from our corporate offices in Dublin, CA or a 100% Work Remote from your home office position depending upon where you live. About SavvyMoney: 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. The SavvyMoney solutions integrate with more than 40 digital banking platforms. SavvyMoney is recognized by the San Francisco Business Times and the Silicon Valley Journal as one of the "Top 25 Places to Work in the San Francisco Bay Area" and is an Inc. 5000 Fastest Growing Company. As the Sr. Solutions Consultant, you will help drive the add-on sales pipeline for existing financial institution partners and maintain close relationships with strategic business partners. We are looking for a passionate, self starter who is eager to expand relationships and drive value with our current partners. This role will have responsibility for the end-to-end sales process -- from networking and sourcing leads to representing SavvyMoney at trade shows and industry events, and ultimately through negotiation and implementation. Roles & Responsibilities Maintain a deep technical understanding of the SavvyMoney solutions & it’s integrations Develop and execute strategies for quickly developing add on sales Articulate the value proposition of the product and service to move the opportunity through the sales funnel Negotiate/close deals and handle objections Meet with current partners virtually and in-person to drive sales efforts Build, maintain, and report on a pipeline of sales opportunities Support the Partnerships Team with ongoing management with strategic business partners and their sales initiatives Work closely interdepartmentally on partner due diligence and compliance reviews Represent SavvyMoney at industry conferences and events Skills and Qualifications BA/BS or equivalent degree Minimum of 5+ years of digital products sales experience within the fintech industry. Possess strong, existing relationships within these industries Experience negotiating, finalizing, and executing on master services agreement(s) and scope(s) of work Experience with financial services industry technology platforms (an understanding of one or multiple digital banking platforms and/or LOSs) Heavily networked within the Banking Industry Experience managing third-party relationships, particularly with technology providers of varying business objectives and technical capabilities Outstanding ability to understand and communicate sales proposition and demonstrate product features effectively Highly effective interpersonal and relationship building skills Strong presentation, written, and communication skills Solid understanding of Salesforce or similar CRM management Self-motivated Ability to travel up to 50% Base salary The annual base salary for this position is between $90,000 - $120,000 depending upon experience + Quarterly commission potential. Additionally we provide Quarterly 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 Beautiful California East Bay offices in Dublin, CA SavvyMoney’s EEO Statement SavvyMoney relies on diversity of culture and thought to deliver on our goal of Creative People, Practical solutions serving our client needs, and ensures nondiscrimination in all programs and activities. We continuously seek talented, qualified employees in our operations regardless of race, color, sex/gender, including gender identity and expression, sexual orientation, pregnancy, national origin, religion, disability, age, marital status, citizen status, protected veteran status, or any other protected classification under country or local law. SavvyMoney is proud to be an Equal Employment Opportunity/ Affirmative Action Employer We are committed to protecting your data. To learn more, please review the SavvyMoney Employee Privacy Policy Notice here

The Product Marketing Specialist will collaborate with cross-functional teams to develop marketing strategies and sales collateral. They will also participate in product launches and create integrated marketing campaigns to drive product awareness and adoption. | Candidates should have 3-5 years of product marketing experience, with at least 2 years in the financial services or fintech industry. Strong communication skills and the ability to use data for performance measurement are essential. | Product Marketing Specialist (Dublin, CA or USA Remote) About SavvyMoney: 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. The SavvyMoney solutions integrate with more than 43 digital banking platforms. Recognized by the San Francisco Business Times and the Silicon Valley Journal as one of the "Top 25 Places to Work in the San Francisco Bay Area", and listed as an Inc.5000 Fastest Growing Company, we pride ourselves on a culture of collaboration, innovation, and mutual respect. We're a team that supports each other's growth, celebrates successes, and genuinely enjoys the work we do. Our corporate offices are in Dublin, CA and we offer a hybrid work environment with some days at the corporate office and some days working from home. **We are also open to remote candidates who can periodically travel to the office for in-person meetings. We are seeking a driven and strategic Product Marketing Specialist to play a pivotal role in shaping the success of our products. In this position, you will be the bridge between our products and our partners, leveraging your expertise in financial services to develop compelling marketing strategies, create powerful sales collateral, and ultimately drive awareness and adoption in our target audience and across our network of over 1,500 financial institutions. Responsibilities Collaboration: Report to the Sr. Product Marketing Manager and work cross-functionally with Product, Sales, and Marketing teams and external partners to support business needs. Industry Expertise: Have a solid understanding of the financial services and fintech industries, including market trends, challenges, and the competitive landscape. Stay informed about regulatory changes and industry developments that impact our target audience. Go-to-Market Strategy: Define and refine product positioning, value propositions, and key messaging that resonate with B2B and B2B2C audiences, ensuring our value is clearly articulated. Conduct market research and competitive analysis to identify market opportunities and trends. Product Launches: Participate in the planning and execution of product/feature launches, ensuring cross-functional alignment and effective communication. Create and manage product launch plans, including timelines, deliverables, and key milestones. Collaborate with internal and external teams to ensure successful product/feature introductions. Marketing Campaigns: Develop messaging and positioning to support integrated marketing campaigns aimed at driving product/feature awareness, adoption, and sales. Work with the Partner Marketing team to create compelling content, including case studies, whitepapers, webinars, and blog posts. Sales Enablement: Equip the sales team with the tools and resources they need to sell our products effectively. Develop marketing collateral, product demos, sales enablement tools, and training materials. Performance Analysis: Monitor and analyze the performance of marketing initiatives. Measure, report, and communicate the success of marketing metrics. Skills & Qualifications 3-5 years of experience in product marketing, with at least 2 years in the financial services or fintech industry. Proven experience developing and executing successful go-to-market strategies for B2B2C products. Strong verbal and written communication skills with the ability to create compelling marketing content and sales materials. Experience collaborating with cross-functional teams. Demonstrated ability to use data and metrics to measure marketing performance. Preferred Qualifications Experience with digital banking platforms or SaaS products. Familiarity with CRM tools (e.g., Salesforce, HubSpot). Bachelor's degree in Marketing, Business, or a related field. Base salary The annual base salary for this position is between $80,000.00 and $120,000.00 depending upon experience. Additionally we provide 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 Beautiful California East Bay offices in Dublin, CA SavvyMoney’s EEO Statement SavvyMoney relies on diversity of culture and thought to deliver on our goal of Creative People, Practical solutions serving our client needs, and ensures nondiscrimination in all programs and activities. We continuously seek talented, qualified employees in our operations regardless of race, color, sex/gender, including gender identity and expression, sexual orientation, pregnancy, national origin, religion, disability, age, marital status, citizen status, protected veteran status, or any other protected classification under country or local law. SavvyMoney is proud to be an Equal Employment Opportunity/ Affirmative Action Employer. We are committed to protecting your data. To learn more, please review the SavvyMoney Employee Privacy Policy Notice here