Posted 1 month ago

Partnership Success Manager

San FranciscoRemoteFull-time

AI Summary

Owns post-close partner relationships at a payments fintech, driving partner-sourced pipeline and revenue through onboarding, enablement, and ongoing operational support.

About this role

About Finix

Finix is building the global operating system for fintech, starting with payments. From startups to publicly traded companies, Finix processes tens of billions of dollars annually both in-store and online. Finix was founded in 2015 and is headquartered in San Francisco.

To date Finix has raised over $200M, including a $75M Series C led by Acrew Capital and Lightspeed Venture Partners and backed by American Express Ventures, Bain Capital Ventures, Homebrew, Inspired Capital, Visa, and others

About Role:

Finix is seeking a Partnership Success Manager to own the health, growth, and productivity of our partnerships after they're signed. While our Strategic Partnerships Managers focus on sourcing and closing, you'll take the baton at close and turn those relationships into a reliable, scaling source of qualified pipeline and revenue.

You'll be the day-to-day owner of our partner portfolio, responsible for onboarding partners, driving Sales Accepted Opportunities (SAOs), and keeping partners engaged and productive. This role is ideal for someone highly organized, relationship-driven, and energized by operational execution, comfortable managing many partners at once and obsessive about follow-through.

You Will:

Own the post-close partner relationship, serving as the primary point of contact for partners once agreements are signed

Drive SAO generation by actively working with partners to identify, qualify, and route new merchant leads into Finix's sales pipeline

Onboard and enable new partners, including training, resource sharing, and getting partners to first opportunity as quickly as possible

Manage day-to-day partner operations and administrative tasks, including tracking referrals, maintaining partner records, and ensuring data accuracy across systems

Monitor partner health and performance, proactively identifying at-risk or underperforming partners and building plans to re-engage them

Collaborate cross-functionally with Sales to ensure partner-sourced leads are followed up on and progressing through pipeline

Support partners with ongoing enablement, including marketing collateral, co-selling support, and answers to product or process questions

Track and report on partner performance metrics, including SAO volume, pipeline contribution, and sourced revenue by partner

Build and refine repeatable processes for partner onboarding, enablement, and ongoing success as the program scales

You Have:

3+ years of experience in partner management, customer success, account management, or a related relationship-management role, ideally at a high-growth SaaS or payments company

Track record of managing a portfolio of relationships and driving measurable outcomes (pipeline, revenue, retention, or engagement)

Strong organizational skills and attention to detail, with the ability to juggle many partners and tasks simultaneously

Excellent communication and relationship-building skills across both internal teams and external partners

Comfort with operational and administrative work, including CRM hygiene, reporting, and process management

A proactive, solutions-oriented mindset and the ability to operate in a fast-changing, zero-to-one environment

Experience with CRM and partner tools (Salesforce, HubSpot, PRM platforms, etc.)
Previous experience in payments or FinTech a plus

Skills

Co-selling EnablementCRM HygieneData Accuracy And ReportingHubspotMarketing CollateralMerchant Lead QualificationPartner Health MonitoringPartner OnboardingPipeline ManagementPRM PlatformsProcess ManagementReferral TrackingSales Accepted Opportunities (SAOs)Salesforce