---
title: 'Manager, Solution Configuration (India) at SavvyMoney'
canonical: 'https://feeny.ai/job/manager-solution-configuration-india-savvymoney-india-bkcjey7pfdzx'
type: 'job'
last_seen: '2026-11-07'
---

# Manager, Solution Configuration (India) at SavvyMoney

- **Company:** SavvyMoney
- **Location:** India
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-09-09
- **Last confirmed live:** 2026-11-07
- **Apply:** https://jobs.ashbyhq.com/savvymoney/f643425c-f303-45b9-9643-5ca1862fe409

## Job description

SavvyMoney is a US based leading financial technology company. We provide integrated credit score and personal finance solutions to 1,600 + bank and credit union partners nationally. The SavvyMoney solutions integrate with more than 43 digital banking platforms.

SavvyMoney was recently 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.

**This position will be working 100% Remotely from your home office in India as part of a distributed team in the USA, Canada, Europe and several locations in India. The working hours for this position still overlap with the U.S. Eastern Time Zone.

As a SavvyMoney Manager, Solution Configuration, you will be responsible for -

Position Requirements -

People Management

- Lead, coach, and develop a large configuration team that completes high-volume, technically complex work for multiple partner implementations at the same time
- Build and maintain a capacity model that shows how much work the team can complete in a given period
- Use the capacity model to forecast when the team is over-allocated, and raise it before due dates are missed
- Assign and balance work across the team based on skill level, task complexity, and partner priority
- Onboard new team members using a documented training plan with clear steps to independent work
- Set clear performance expectations, hold regular one on one meetings, and report team gaps and development needs to leadership

Schedule and Delivery Management

- Own configuration timelines and due dates for all active implementations, and keep them accurate when scope or sequence changes
- Identify delays, dependencies, and risks early, take action to reduce them, and escalate with a recommended solution
- Track and report metrics such as cycle time, throughput, rework, and on-time completion, and use them to improve results
- Work with Implementation Managers, Engineering, and Product to sequence work and remove blockers before they affect partner go-live dates

Process Excellence

- Define, document, and improve the configuration process, including intake, prioritization, peer review, validation, and handoff
- Confirm the team follows the documented process, and identify where process needs to be improved
- Standardize repeatable work using templates, checklists, and automation to reduce errors and manual effort
- Facilitate retrospectives, and turn the findings into documented process changes
- Build reports that are clear, accurate, and easy for leadership to read and act on
- Build trust with stakeholders across Implementations, Engineering, and Product by giving accurate status and completing what you commit to
- Act as the expert user of Jira and Confluence for the configuration team. This includes workflows, custom fields, automation rules, JQL, filters, and dashboards
- Define and enforce Jira ticketing standards so every configuration request can be tracked from intake through validation
- Build and maintain Confluence as the team's single source of truth, including process guides, configuration runbooks, standards, decision logs, and onboarding material

## Qualifications

- BS/BA in a technical field such as Computer Science, Engineering, or Information Systems, or equivalent experience
- 7+ years in technical project management, delivery management, or technical operations, including 3+ years managing a team of 10 or more people
- Expert-level Jira and Confluence administration, including workflows, automation, JQL, dashboards, and space setup
- Experience leading a distributed team across multiple time zones
- Strong written and verbal English communication, including the ability to write a clear status report for senior leadership
- Willingness to work hours that overlap U.S. Eastern Time, and to complete hands-on work alongside the team when needed

## Nice to Have

- Experience with Online Banking platforms, Loan Origination Systems, or consumer lending and deposit products
- Experience working with credit unions, banks, or fintech partners on implementation or onboarding

Base Salary The annual fixed salary for this position is between 15L and 26L Annually based upon experience + Variable.

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.

## About SavvyMoney

## Company Overview
- **One-liner**: SavvyMoney provides a financial wellness and credit score platform that helps banks, credit unions, and fintechs engage consumers with personalized credit insights, monitoring, and pre-qualified offers.
- **Entity Type**: Private (Growth Equity – last round raised $225M in ~March 2025, total raised $273.78M)
- **Headquarters**: Dublin, California, United States
- **Founded**: 2009 (originally as GoalSpring Financial)
- **Founders**: Not publicly named on the company website; the leadership page lists President & CEO JB Orecchia as the current leader, but founder identity is not disclosed.

## Core Business
- **Primary industry**: Financial Services / Fintech – Credit Scoring, Financial Wellness, Embedded Finance
- **Target customers**: B2B – Banks, Credit Unions, and Fintech companies (over 1,600 financial institution partners)
- **Mission**: “Empower financial well-being through innovation and partnership.”  
- **Vision**: “Financial Freedom for All.”

## Products & Services
- **Credit Score & Monitoring Platform (SaaS)**: Provides consumers with free daily credit score access, full credit report, real-time monitoring alerts, and personalized financial tips. Integrates with 35+ digital banking platforms.
- **Personalized Pre-qualified Offers (SaaS)**: Uses credit insights to surface relevant loan and deposit offers (e.g., credit cards, personal loans) within the institution’s digital channels, aiming to increase funded accounts.
- **Account Opening Solution**: A streamlined, multi-channel account opening workflow for online, mobile, and in-branch environments.
- **Data & Analytics Dashboard**: Provides financial institutions with behavioral insights, wallet-share gaps, and performance metrics to measure engagement and ROI.
- **Financial Checkup & Credit Goals**: Interactive tools that help consumers set goals and track progress toward better financial health.

## Market Standing
- **Valuation**: Not publicly disclosed.
- **Key Metric**: Total funding raised – $273.78M (latest round: Growth Equity of $225M, reported March 2025 on CB Insights).
- **Notable Investors/Partners**: Board members include representatives from **Spectrum Equity** (Managing Director) and **PSG** (Managing Director). Advisory board includes Jean Chatzky (personal finance expert) and former Fiserv Group President. No named lead investor for the latest round in the provided sources.
- **Growth Signals**:
  - Ranked No. 1976 on the **2024 Inc. 5000** list of fastest-growing private companies (#109 in Financial Services, #77 in San Francisco area).
  - Named **Best Embedded Finance Solution** at the 2026 Banking Tech Awards USA.
  - Over 1,600 financial institution partners.
  - Headcount is not precisely stated, but the careers page lists 12 open positions across Engineering, Product, Business Intelligence, Sales, and Operations.

## Competitive Advantages
- **Platform Integration**: Deeply embedded within the digital banking experience via integration with 35+ major banking platforms, making it sticky for institutions.
- **White-glove Marketing Support**: Not just a technology provider – SavvyMoney offers marketing services to help FIs drive engagement and adoption.
- **Award-Winning Innovation**: Recognized for embedded finance capabilities (2026 Banking Tech Award), indicating strong product differentiation.
- **Patented Technology**: Has filed at least one patent for “Automated user matching using dynamic product parameters,” suggesting a proprietary matching algorithm for offers.

## Strategic Focus
- **Deepening embedded finance capabilities** – seamlessly moving consumers from insight (credit score) to action (pre-qualified offer) within the same digital channel.
- **Expanding analytics** – using data to help FIs identify wallet-share gaps and measure ROI, driving deposit and loan growth.
- **Growing partner ecosystem** – continuing to build integrations and relationships with credit unions, banks, and fintechs.
- **Product innovation** – recently launched “Credit Score Action Plan,” “Credit Goals,” and “Financial Checkup” to enhance consumer engagement.

## Why Work Here
- **Culture & Values**: Guided by the “SavvySeven” core values (Love What You Do, Think Smart, Break Barriers, Trust in the Team, Live Your Truth, Listen & Learn, Be Amazing). Described as “work hard, play hard” with a focus on collaboration and innovation.
- **Recognition**: Named a **Best Place to Work** (Bay Area top 25), plus inc.5000 fastest-growing list – signals a growing, well-regarded employer.
- **Remote & Hybrid Flexibility**: Workforce spans the entire US and also has an office in India. Open positions are listed as either Hybrid (Dublin, CA) or Fully Remote (US Remote). Company states: “Do you prefer to work from home or in an office? We have both!”
- **Engineering & Product Culture**: Active hiring for Senior Software Engineers, Data Scientists (AI/ML), Product Owners, and Business Intelligence analysts. Technology roles emphasize backend (Java, React, data science) and fintech domain expertise.
- **Notable Perks**: Not explicitly detailed in provided sources, but the careers page implies a collaborative environment with growth opportunities.

## Sources
1. [savvymoney.com](https://www.savvymoney.com/) – Company homepage, product descriptions, mission/vision.
2. [savvymoney.com/careers](https://www.savvymoney.com/careers/) – Careers page with culture, values, remote/hybrid policy, award recognitions.
3. [savvymoney.com/company/about-us](https://www.savvymoney.com/company/about-us/) – Leadership team, board, history, Inc. 5000 ranking.
4. [cbinsights.com](https://www.cbinsights.com/company/savvymoney) – Funding details, total raised, patent info, headquarters, founding year.
5. [jobs.ashbyhq.com/savvymoney](https://jobs.ashbyhq.com/savvymoney) – Current open positions, departments, locations.

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