Portfolio Jobs

About the Role

The Partner Solutions Sr. Manager/Manager, Fintech will be focused on onboarding, managing and growing MoneyLion’s relationships with Fintechs, Neobanks, Lenders, and ecosystem partners. This individual will be responsible for growing Enterprise accounts and leveraging creative strategies to optimize performance and upsell the entirety of MoneyLion’s Marketplace, Banking-as-a-Service, Data products and Services. You will work closely with senior-level decision-makers, leveraging deep industry knowledge to build strong, long-term partnerships.".

This role is onsite 4 days a week out of our New York City office.

Key Responsibilities

✅ Client Engagement & Growth: Serve as the primary relationship manager for partner organizations, driving expansion and revenue growth. Develop tailored account plans to deepen relationships, identify cross-sell/upsell opportunities, and ensure long-term value creation.

✅ Strategic Account Management: Lead onboarding, program design, performance analysis, and business reviews to optimize partner success.

✅ Performance Optimization & Insights: Monitor KPIs, analyze revenue and funnel performance, and leverage data to inform strategy and decision-making.

✅ Product Advocacy & Collaboration: Represent partner needs in product roadmap discussions, gather feedback, and present beta product offerings to partners.

✅ Revenue Forecasting & Business Insights:
Provide data-driven forecasting and bottom-up guidance for your book of business, considering macroeconomic factors, upsell pipeline, product roadmap, and strategic opportunities. Use insights to influence decision-making and drive sustainable growth.

✅ Cross-Functional Collaboration & Internal Advocacy:
Work closely with internal stakeholders, including Sales & Business Development, Product, Marketing, Analytics, Data Science, and Engineering, to align partner needs with company objectives. Collaborate on go-to-market strategies, product innovation, and performance optimizations to maximize partner success.

About You

• 2-4 years of relevant experience in sales, account management or client facing roles working with fintechs/ financial institutions for a minimum of 2 years.

• Career switchers coming from higher education are also welcome

• Relevant experience in an account/partner management role; familiarity with Financial Services, FinTech, AdTech or Tech SaaS space a plus but not required

• Proven track record of success in accelerating product adoption, improving net revenue retention and delivering against revenue targets

• Strong analytical skills and knowledge of media math, marketing funnels and acquisition strategies

• Proficient understanding of fintech ecosystem, underlying technology/architecture and business models

• Strong negotiation skills with a demonstrated ability to close deals and manage objections. Comfortable with challenging status quo with data-driven insights

• Self-starter who is motivated to learn in a fast-paced environment, and can work independently as well as part of a team

• Excellent written & verbal communication, organization and prioritization skills

• Excellent analytical skills with ability to pull, filter, and analyze data to identify insights and inform data-driven recommendations; familiarity with reporting platforms like Looker or Tableau is required

• Strong interpersonal skills and executive presence, with an emphasis on building internal and external relationships

• Working knowledge of various technologies to build partnerships (e.g. API’s, HTML, JavaScript, etc.)

• Proficient in Salesforce and Google Suite and/or Microsoft Office (Word, Excel, and PowerPoint)

Ideal Candidate Profile Type

• Background -

  • Degree in one of these fields, Marketing, Statistics, Economics

  • Comes from ad tech, fintech, exposure to loans/consumer banking. Payments is a maybe.

  • Extra-curriculars in service, has worked in a restaurant is a big PLUS

  • Career switchers coming from a masters program

• Job Experience

  • Affiliate marketing experience with fintechs- experience with Impact, rakuten, Tune , Cake , CJ a plus

  • Finance - experience in Savings, Personal Loans, Credit Builder or Cash Advance Offers a plus

  • Tech - any experience working with APIs, SFTP - tracking urls

  • Few years of experience would be nice 2-3 years

• Strengths

  • Mutlitasking - must be able to work on multiple projects at once

  • Detail oriented - all of our onboarding and trouble shooting processes are multistep with a ton of details involved in order to work and track correctly

  • Time Management - there is a ton to do all the time so being able to manage your time to meet deadlines

  • Communication - should be able to handle client calls and also build relationships with key partners

  • Data focused- Must be able to interpret data and make strategic decisions

Gen is proud to be an equal-opportunity employer, committed to diversity and inclusivity. We base employment decisions on merit, experience, and business needs, without considering race, color, national origin, age, religion, sex, pregnancy, genetic information, disability, medical condition, marital status, sexual orientation, gender identity or expression, military or veteran status, or other unlawful factors. Gen prohibits discrimination based on these protected characteristics and recruits talented candidates from diverse backgrounds.

We consider individuals with arrest and conviction records and do not discriminate against employees for discussing their own pay or that of other employees or applicants. Learn more about pay transparency.

To conform to U.S. export control regulations, applicant should be eligible for any required authorizations from the U.S. Government.