Own post-close partner relationships, onboarding, enablement, performance, and ongoing engagement. Drive partner-sourced sales opportunities and revenue by identifying and routing merchant leads, collaborating with Sales, maintaining accurate CRM records, monitoring partner health, and improving scalable partner success processes.
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
Finix is an equal opportunity employer and values diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other protected class.
Role: Partnership Success Manager
Level: IC3 - IC4
Location: Remote
Base Salary Range: $110,000/yr to $180,000/yr OTE + Equity + Benefits
Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries at our headquarters in San Francisco, California. Individual pay is determined by work location, job related skills, experience, and relevant education or training.
Similar Jobs
Fintech • Mobile • Software • Financial Services
Own and grow employer and workplace partnerships through onboarding, activation, optimization, renewal, and expansion. Build success plans, engagement campaigns, business reviews, and data-driven recommendations while managing escalations, renewals, compliance, and cross-functional execution. Serve as a trusted advisor to HR, Benefits, Payroll, and executive stakeholders, using Salesforce and reporting tools to track performance, risks, opportunities, and next steps. Travel approximately 10–15% as needed.
Top Skills:
ExcelGoogle SheetsGoogle SlidesPowerPointSalesforce
Big Data • Machine Learning • Social Impact • Software
Manage a portfolio of campaign and service-level partners using Murmuration’s Organizer platform and related tools. Responsibilities include onboarding, ongoing adoption, troubleshooting, support coordination, partner meetings, training, documentation, feedback collection, and cross-functional project leadership. The role helps partners use data and analytics effectively, execute campaigns, resolve issues, and maximize the value of Murmuration’s products and services.
Top Skills:
NationbuilderNgp VanOrganizerPdiSalesforce
.png)
Consumer Web • eCommerce • Machine Learning • Software • Sports • Analytics
Leads corporate communications for Collectors Holdings and its portfolio brands. Responsibilities include crisis and issue response, executive communications, stakeholder and investor messaging, corporate media relations, press materials, social and community coordination, internal communications, agency and vendor management, and measurement. The role builds communications processes and teams while managing corporate narratives, major announcements, and high-stakes engagement with legal, finance, product, operations, and customer care teams.
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
