---
title: 'Partnership Success Manager, At Work at SoFi'
canonical: 'https://feeny.ai/job/partnership-success-manager-at-work-sofi-united-states-g3dnwwnx0hrq'
type: 'job'
last_seen: '2026-09-10'
---

# Partnership Success Manager, At Work at SoFi

- **Company:** SoFi
- **Location:** United States
- **Posted:** 2026-09-03
- **Last confirmed live:** 2026-09-10
- **Apply:** https://sofi.com/careers/job/7985589003?gh_jid=7985589003

## Job description

[Employee Applicant Privacy Notice](https://www.sofi.com/sofi-employee-applicant-privacy-notice/)

Who we are:

Shape a brighter financial future with us.

Together with our members, we’re changing the way people think about and interact with personal finance.

We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.

The job:

SoFi at Work helps employers, associations, and distribution partners deliver financial wellbeing benefits that support employees across their financial journey. Our solutions include financial education and planning, student debt tools and benefits, money-management capabilities, and access to SoFi consumer products. We are seeking a customer-obsessed, commercially minded Partnership Success Manager to own and grow a portfolio of employer and workplace partnerships.This person will be the strategic day-to-day partner to HR, Benefits, Total Rewards, Payroll, and other client stakeholders—translating business objectives into activation plans that drive employee awareness, engagement, adoption, and long-term partnership value.

The Partnership Success Manager owns the post-sale partnership lifecycle, from a successful handoff and implementation through employee activation, performance optimization, renewal, and surfacing partnership expansion opportunities. You will combine relationship management, program strategy, data storytelling, and disciplined execution to make SoFi at Work an indispensable financial wellbeing partner. You will partner closely with Sales, Implementations, Product, Marketing, Operations, Legal, Compliance, and SoFi consumer business teams to deliver a seamless partner and employee experience.

This role serves as a key connection point between our organization, employer partners, and internal teams, ensuring that partnership initiatives deliver meaningful value to all stakeholders. The ideal candidate is a relationship-oriented, highly organized professional who combines strong business judgment with exceptional communication and project-management skills. You will work closely with partners to understand their goals, identify opportunities for growth, resolve challenges, and develop strategies that increase employee engagement and overall partnership performance.

What you’ll do:

- Own a portfolio of employer and workplace partners, acting as the primary relationship manager and trusted advisor for key stakeholders.
- Lead the post-sale partnership lifecycle: internal handoff, onboarding, implementation readiness, launch, ongoing engagement, business reviews, renewal, and expansion planning.
- Build and execute joint success plans that align each partner’s workforce needs, program objectives, communications calendar, and commercial goals with SoFi at Work capabilities.
- Develop employee activation and engagement strategies—including partner-specific communications, webinars, educational content, campaigns, and events—in collaboration with Marketing and internal subject-matter experts.
- Monitor and interpret program performance across enrollment, utilization, applications, funded volume, product adoption, and employee engagement; translate insights into clear recommendations and next steps.
- Lead regular business reviews and strategic planning conversations, telling a compelling story with data, market context, product updates, and actionable opportunities to improve program outcomes.
- Partner with clients to identify and advance expansion opportunities, including Dashboard adoption, financial wellbeing tools, education, and contribution-based programs, while coordinating with Sales on commercial conversations.
- Serve as the voice of the partner internally, synthesizing stakeholder and employee feedback into actionable insights for Product, Marketing, Operations, and business leadership.
- Proactively identify partnership-health risks, resolve escalations, and mobilize the right internal teams to protect the client experience and retention.
- Maintain accurate account plans, contacts, activity records, risks, opportunities, performance metrics, and next steps in Salesforce and other operating tools.
- Coordinate contract renewals and amendments with partners, Sales, Legal, and Operations; ensure executed documentation and commercial terms are accurately reflected in internal systems.
- Support operational and compliance requirements for applicable programs, including partner onboarding documentation, program changes, and cross-functional approvals.
- Represent SoFi at Work in partner meetings, client events, and industry forums; travel as needed to deepen strategic relationships.

What you’ll need:

- 5+ years of experience in partnership success, customer success, account management, relationship management, consulting, client services, or a comparable client-facing role.
- Demonstrated success managing and growing complex B2B or B2B2C relationships, preferably with employer, workplace, financial-services, benefits, HR technology, SaaS, or other strategic partners.
- Ability to build trusted relationships with stakeholders at multiple levels, including HR, Benefits, Total Rewards, Payroll, Finance, and executive leaders.
- Proven ability to lead a portfolio through the full post-sale lifecycle—from onboarding and activation through optimization, renewal, and expansion.
- Strong analytical judgment and comfort using performance data to diagnose opportunities, develop recommendations, and communicate outcomes to clients and internal stakeholders.
- Excellent written, verbal, and executive-presentation skills, including experience leading business reviews and crafting clear, compelling partner-facing materials.
- Strong project-management skills and a track record of orchestrating multiple workstreams, stakeholders, and deadlines with rigor and attention to detail.
- Collaborative, solutions-oriented approach; comfortable navigating a fast-paced, cross-functional, and regulated environment.
- Strong business acumen and a practical understanding of how partner engagement, employee experience, and product adoption create shared value.
- Proficiency with Salesforce, Excel or Google Sheets, PowerPoint or Google Slides, and reporting tools.
- Willingness to travel approximately 10–15% as needed.

Nice to have:

- Experience with employee financial wellbeing, student debt, retirement, tuition reimbursement, emergency savings, banking, lending, or other workplace-benefit programs.
- Experience designing or executing lifecycle marketing, employee communications, webinars, events, or multi-channel engagement campaigns.
- Experience supporting enterprise clients, channel partners, consultants, brokers, recordkeepers, payroll providers, associations, or affinity organizations.
- Experience working in fintech, banking, payments, or another regulated financial-services environment.
- Familiarity with contribution-based benefit programs and the operational, compliance, and stakeholder-management considerations that support them.

## Compensation and Benefits

The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.

To view all of our comprehensive and competitive benefits, visit our [Benefits at SoFi](https://sofietyinfo.sofi.com/sofi-benefits) page!

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.

The Company hires the best qualified candidate for the job, without regard to protected characteristics.

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

[New York applicants: Notice of Employee Rights](https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdf)

SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.

We are unable to accommodate remote work from Hawaii, Alaska or Puerto Rico at this time.

Internal Employees

If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

## About SoFi

## Company Overview
- **One-liner**: SoFi is a next-generation fintech company using innovative, mobile-first technology to help 14.7 million members reach financial independence and “get their money right.”
- **Entity Type**: Public (Ticker: SOFI on Nasdaq)
- **Headquarters**: San Francisco, California, USA (with offices in Seattle, New York, Frisco, Cottonwood Heights, Helena, Murray, Greenville, Claymont, and more)
- **Founded**: 2011
- **Founders**: Founded by Stanford business school students (originally as Social Finance, Inc.) — specific names not listed in the provided sources.

## Core Business
- **Primary industry/industries**: Personal finance / financial services (banking, lending, investment, credit, insurance)
- **Target customers**: B2C (individual members seeking loans, banking, investing, credit cards, mortgages, travel rewards) and B2B (employer‑facing “SoFi at Work” benefits and financial wellness programs)
- **Mission**: “To help people reach financial independence to realize their ambitions.”

## Products & Services
- **[SoFi Checking & Savings](https://www.sofi.com/)**: FDIC‑insured checking and savings accounts with no fees, competitive APY, and early direct deposit.
- **[SoFi Invest](https://www.sofi.com/invest/)**: Commission‑free stock trading, crypto trading, automated investing, and IPO access.
- **[SoFi Personal Loans](https://www.sofi.com/personal-loans/)**: Unsecured personal loans for debt consolidation, home improvement, etc. (up to $100K).
- **[SoFi Student Loan Refinancing](https://www.sofi.com/student-loans/)**: Refinancing for federal and private student loans (the first company to offer this).
- **[SoFi Mortgages](https://www.sofi.com/mortgage/)**: Home purchase and refinance loans.
- **[SoFi Credit Card](https://www.sofi.com/credit-card/)**: 2% unlimited cash back rewards on all eligible purchases.
- **[SoFi Travel](https://www.sofi.com/travel/)**: Booking portal powered by Expedia, allowing members to save and earn rewards.
- **[SoFi Insurance](https://www.sofi.com/insurance/)**: Comparison and access to auto, home, renters, pet, and life insurance.
- **[SoFi at Work](https://www.sofi.com/at-work/)**: Employer‑sponsored financial wellness benefits, including student loan contributions and refinancing.
- **[Galileo](https://www.sofi.com/our-story/)**: Financial technology platform (API‑based) for card issuing and digital banking, operated as a subsidiary.

## Market Standing
- **Valuation/Market Cap**: Publicly traded on Nasdaq (SOFI). Current market cap is not directly provided in the sources; refer to SoFi’s latest SEC filings or financial data platforms.
- **Key Metrics**:
  - **14.7 million members** (as of 2025‑2026) — [sofi.com](https://www.sofi.com/)
  - **$117 billion+ in funded loans** — [sofi.com](https://www.sofi.com/)
  - **$34 billion+ in debt paid off by members** — [sofi.com/our-story](https://www.sofi.com/our-story/)
  - **$12.5 billion+ in rewards earned** — [sofi.com](https://www.sofi.com/)
  - **Annual Revenue**: See SoFi Technologies 2025 Annual Report (SEC filing) for latest financial results — [sec.gov](https://www.sec.gov/Archives/edgar/data/1818874/000181887426000034/sofitech2025ars.pdf)
- **Notable Investors/Partners**: Not detailed in provided sources; historically received a $1 billion funding round in 2016 (the first U.S. fintech to do so) — [sofi.com/our-story](https://www.sofi.com/our-story/)
- **Growth Signals**:
  - Received federal approval to become a national bank (2023) — [sofi.com/our-story](https://www.sofi.com/our-story/)
  - Reached 10 million members in 2022 and 14.7 million by early 2026 — [sofi.com](https://www.sofi.com/)
  - 121 open roles listed across 16 locations as of mid‑2026 — [sofi.com/careers](https://www.sofi.com/careers/)
  - Continuous product expansion (travel, credit card, bank, etc.)

## Competitive Advantages
- **All‑in‑one fintech ecosystem**: Banking, lending, investing, insurance, and travel in a single mobile‑first app — hard for single‑product fintechs to replicate.
- **SoFi National Bank**: FDIC‑insured checking and savings, giving SoFi a direct banking charter that reduces reliance on third‑party partners.
- **Galileo Platform**: Powers card issuing and digital banking for many fintechs, creating a network effect and deeper technology moat.
- **Member‑centric rewards**: SoFi Plus membership program bundles benefits (higher APY, bonus rewards, career coaching).
- **Student loan repayment as employee benefit**: Unique perk for attracting talent (as well as offering SoFi at Work to other employers).

## Strategic Focus
- **Deepen member engagement**: Cross‑sell more products within the single app to increase lifetime value.
- **Grow the bank**: Expand deposits, lending, and banking services under the national bank charter.
- **SoFi at Work**: Scale B2B benefits offering to acquire members through employers.
- **International/vertical expansion**: Potential for new product lines (e.g., SoFi Travel, insurance marketplace).
- **Maintain cost discipline**: Leverage technology to keep customer acquisition costs low while improving unit economics.

## Why Work Here
- **Culture**: Defined by “The SoFi Way” — act as a founder, relentless problem solver, and partner to members and colleagues. Emphasis on transparency, trust, and cross‑collaboration.
- **Flexible Work**: Some teams offer remote, hybrid, or full‑time in‑office based on role; managers help decide the best setting. SoFridays (no meetings after 2 p.m. local time) protect focus time.
- **Benefits**:
  - **$200/month student loan contribution** to help employees pay down debt — [sofi.com/careers](https://www.sofi.com/careers/)
  - Comprehensive health, vision, dental, life, disability; fertility & family planning options; flexible time off
  - Tuition reimbursement up to $5,250/year + regular training and leadership programs
  - **SoFi Gives**: 16 hours of paid volunteer time off per year
  - **SoFi Circles**: 8 Employee Resource Groups fostering inclusion and belonging — [sofietyinfo.sofi.com/why-sofi](https://sofietyinfo.sofi.com/why-sofi)
- **Learning & Development**: Career pathways, manager excellence framework, and mentorship programs.
- **Monthly All‑Hands with CEO** for direct transparency.
- **Locations**: Major hubs include San Francisco, Seattle, New York, and Frisco (Texas); remote work is not available from Hawaii or Alaska due to insurance coverage — [sofi.com/careers](https://www.sofi.com/careers/)

## Sources
1. [SoFi Careers Page](https://www.sofi.com/careers/) — benefits, culture, job openings, locations
2. [SoFi Homepage](https://www.sofi.com/) — member count, funded loans, key metrics
3. [SoFi Our Story / About](https://www.sofi.com/our-story/) — founding history, milestones, mission
4. [SoFi 2025 Annual Report (SEC)](https://www.sec.gov/Archives/edgar/data/1818874/000181887426000034/sofitech2025ars.pdf) — financials
5. [SoFi Candidate Resource Website (Why SoFi)](https://sofietyinfo.sofi.com/why-sofi) — flexible work, culture, SoFi Gives, learning programs, SoFridays

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