Partner Manager

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

Job Purpose:

The Senior Manager, Partner Management is responsible for managing a portfolio of banking technology partners that enable TruStage’s insurance products and services in their ecosystem, which are then made available to credit unions, banks, fintechs, etc. The role leads life cycle partner management efforts including vetting, contracting and onboarding potential partners, as well as owning the relationship post Go to Market. Collaboration with cross-team and cross-functional teams at TruStage, including Product Management, Customer Success, Legal, Sales and Ventures, is essential. This position reports into the Business Office, Lending Products division and is not a Sales position.

The enabling partner segments which you will be responsible could include but not limited to, (1) Banking Cores, (2) Loan Origination Systems (LOS), (3) Point of Sale systems (POS), (4) Digital Banking, (5) Card Processors, (6) Account Opening platforms, (7) market place suppliers, etc. Specific examples of enabling partners include Blend, Fiserv, FIS, Jack Henry, MeridianLink, nCINO, SavvyMoney Temenos, withClutch, Q2, etc.

Additionally, this role will act as a mentor and potentially lead the team – coaching less experienced Partner Managers and cross functional teams, be a trusted advisor to senior leadership, onboarding new teammates, and providing ongoing support and advice. Externally, this role serves as the face of TruStage to our enabling partner ecosystem and is expected to cultivate relationships, problem solve and drive growth and expansion opportunities.

Communicating with impact is table stakes. This position touches all business units within TruStage as well as interacting with all levels at enabling partners. Adjusting approach and style to meet the audience where they are is essential.

Job Responsibilities:

• Establish deep relationships with key executives at Tier 1 enabling partners.
• Translate TruStage’s enterprise and business unit strategies into Partner Management Strategy; socialize and execute.
• Manage and own the overall relationship between TruStage and partners that integrate TruStage’s products and services.
• Recognized within TruStage as a trusted subject matter expert and sought out by leadership outside of the department for guidance on matters relating to enabling partners within the portfolio and potential future partners.
• Responsible for Partner strategy, execution and ongoing support of partners.
• Forecast, track and manage partner pipeline, revenue enabled and expenses paid to partners.
• Manage the contractual lifecycle of partners; NDAs, Master Agreements, Exhibits, Fee Schedules, SOWs and cancellation.
• Serve as a primary escalation point for issues between TruStage and enabling partner.
• Ensure partners clearly understand how TruStage focus’s on the end-consumer though trusted partners.
• Maintains and keeps current the Partner Management Playbook which is foundational for partner management execution.
• People Leader:
  • Energize and inspire others by sharing your knowledge and being positive.
  • Authority and accountability to hire, develop, supervise, evaluate, and coach.
  • Foster an innovative, creative, supportive and positive work environment
  • Prepare and deliver employee performance appraisals and merit decisions
• Serve as a subject matter expert to develop training materials for staff, building knowledge. Mentor others to develop future talent.

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements:

• Bachelor's degree in related field. MBA preferred or equivalent work experience in the banking technology ecosystem.
• Well-connected in the banking technology, financial services and fintech space with preference given to lending related experience.
• Ability to develop and translate strategy into action.
• 7+ years of relevant experience working with banking technology companies such as, but not limited to:
  • Bank and/or Credit Union software suppliers that enable the consumer lending purchase journey.
  • Core Data Processors: Corelation, Fiserv, FIS, Jack Henry, Temenos, etc
  • Loan Origination Systems: MeridianLink, Fiserv, nCINO, fintechs, etc
  • Point of Sale (POS): Blend, withClutch, MeridianLink, SavvyMoney, fintech, etc
• Strong listening, verbal and analytical skills.
• Flexible demeanor with strong interpersonal skills.
• General understanding of modern technology applications.
• Adept at conflict resolution and ability to think through/resolve complex scenarios.
• Communication skills that requite breaking down complex situations into digestible, relatable soundbites.
• Proven success in collaborating and influencing multiple functions and groups to achieve goals.
• Proven ability to prioritize, lead, and manage multiple partners to outcomes that meet business objectives.
• Experience as a leader with a cross functional team.

If you’re ready to help make a difference, apply today.A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool.This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward.Candidates may choose to opt out of this process.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range:

At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.

Accommodation request

TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.