Director, Partnership Success


San Francisco, CA, US / New York City, NY, US
  • Job Type: Full-Time
  • Function: Business Dev
  • Post Date: 01/20/2021
  • Website:
  • Company Address: One Letterman Drive, Building A Suite 4700, San Francisco, CA, 94129

About SoFi

Social Finance, Inc. (SoFi) was founded in 2011 by Stanford Graduate School of Business classmates who shared dissatisfaction with the state of the student lending industry.

Job Description



Who we are

SoFi is a digital personal finance company whose mission is to help its members achieve financial independence to realize their ambitions, whether that be to buy a house one day, start a family on their own terms or be debt free. We aim to be at the center of our members’ financial lives, and to help every member Get Their Money Right®. By joining SoFi, you’ll become part of a forward-thinking company that is transforming financial services by embracing technology to build innovative loan products, investment tools, and more. One of the fastest growing fintech companies, we’ve grown from 250 employees in 2015 to over 1,500 employees today, with over 1 million members. With offices across the US, we offer the excitement of a rapidly growing startup with the stability of a seasoned management team and some of the best talent around. As an employer, we strive to hire employees who are committed to both our company’s mission and our desire to build the best culture in the world. If you are driven, passionate about what you do, and excited about the SoFi mission, we would love to hear from you.

The role

SoFi’s Business Development Partnerships Success Team is seeking a Director to join us as we continue to grow our SoFi at Work corporate benefits program across multiple verticals.

You’ll work within our Business Development team to facilitate the smooth transition of employer, association, advisor and consultant partners from the sales cycle to implementation and continued engagement. This role will be responsible for managing our key, enterprise employers across a few  industries (mostly Tech and Financial Services).  In addition to actively managing a targeted book of business, you will also be responsible for actively working cross functionally with a variety of internal teams to create, develop and propose strategic initiatives to these partners.  This position reports to the Head of Partnership Success.

What you’ll do:

  • As a Director, you’ll share responsibility for our partners’ success, yielding tangible metrics and outcomes and continued expansion of the SoFi relationship.

  • Deep understanding of our partner’s key needs to align our products and services, positioning SoFi at Work as industry leading solution

  • Create comprehensive strategy across key enterprise clients to develop and own key strategic initiatives with each enterprise partner driving upsell and engagement of our offering

  • Proactive, cross functional alignment across internal and external stakeholders to drive sales cycle

  • Use consultative selling skills to initiate long-standing relationships and drive upsell within the current portfolio of clients

  • Identify opportunities to increase engagement with partners through marketing, product and customer service 

  • Set, track and report on partner performance metrics and drive partner strategy and engagement based on your data-driven findings.

  • Quantify opportunity size and use data driven insights to proactively propose solutions that solve for complex client needs

  • Analyze team business processes to identify areas of improvement, propose efficiencies, and oversee solution implementation.

What you’ll need:

  • BA/BS degree

  • 5+ years’ experience on an account management team and/or directly managing clients

  • Entrepreneurial focus with a determination to succeed in an innovative, fast-paced environment

  • Strong attention to detail.  This role requires an analytics-driven individual capable of digging into our processes and data. 

  • Strong knowledge of business processes (HR, Sales, Marketing) with experience driving metrics-oriented outcomes

  • Proven track record of working cross functionally to navigate complex challenges that lead to tangible results

  • Knowledge of SoFi products and platform features, capabilities, and competitive advantage

  • Flexibility for travel (approximately 10%)

  • Systems Knowledge: high proficiency with Excel and PowerPoint,

  • Strong written and oral communication skills

  • Self-starter and hardworking, with a track record of success and drive for achievement 

  • A team player, quick thinker, and a fast learner 

Nice to have:

  • Experience in the affinity benefit space developing offerings for large affinity groups with knowledge of joint marketing and royalty agreements

  • Experience selling corporate benefits and/or financial products as an outward facing representative of the company 

Why you’ll love working here

  • Competitive salary packages and bonuses

  • Comprehensive medical, dental, vision and life insurance benefits

  • Generous vacation and holidays

  • Paid parental leave for eligible employees

  • 401(k) and education on retirement planning

  • Tuition reimbursement on approved programs

  • Monthly contribution up to $200 to help you pay off your student loans

  • Great health & well-being benefits including: telehealth parental support, subsidized gym program

  • Employer paid lunch program (except for remote employees)

  • Fully stocked kitchen (snacks and drinks)

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

SoFi does not seek salary history information from job applicants.

SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.

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Disclaimer: Local Candidates Only
This company does NOT accept candidates from outside recruiting firms. Agency contacts are not welcome.