Overview
About Finix
Full job description
About Finix Finix is building the global operating system for fintech, starting with payments. From startups to publicly traded companies, Finix processes tens of billions of dollars annually both in-store and online. Finix was founded in 2015 and is headquartered in San Francisco.
To date Finix has raised over $200M, including a $75M Series C led by Acrew Capital and Lightspeed Venture Partners and backed by American Express Ventures, Bain Capital Ventures, Homebrew, Inspired Capital, Visa, and others
About Role: Finix is seeking a Partnership Success Manager to own the health, growth, and productivity of our partnerships after they're signed. While our Strategic Partnerships Managers focus on sourcing and closing, you'll take the baton at close and turn those relationships into a reliable, scaling source of qualified pipeline and revenue. You'll be the day-to-day owner of our partner portfolio, responsible for onboarding partners, driving Sales Accepted Opportunities (SAOs), and keeping partners engaged and productive. This role is ideal for someone highly organized, relationship-driven, and energized by operational execution, comfortable managing many partners at once and obsessive about follow-through.
Own the post-close partner relationship, serving as the primary point of contact for partners once agreements are signed
Drive SAO generation by actively working with partners to identify, qualify, and route new merchant leads into Finix's sales pipeline
Onboard and enable new partners, including training, resource sharing, and getting partners to first opportunity as quickly as possible
Manage day-to-day partner operations and administrative tasks, including tracking referrals, maintaining partner records, and ensuring data accuracy across systems
Monitor partner health and performance, proactively identifying at-risk or underperforming partners and building plans to re-engage them
Collaborate cross-functionally with Sales to ensure partner-sourced leads are followed up on and progressing through pipeline
Support partners with ongoing enablement, including marketing collateral, co-selling support, and answers to product or process questions
Track and report on partner performance metrics, including SAO volume, pipeline contribution, and sourced revenue by partner
Build and refine repeatable processes for partner onboarding, enablement, and ongoing success as the program scales
3+ years of experience in partner management, customer success, account management, or a related relationship-management role, ideally at a high-growth SaaS or payments company
Track record of managing a portfolio of relationships and driving measurable outcomes (pipeline, revenue, retention, or engagement)
Strong organizational skills and attention to detail, with the ability to juggle many partners and tasks simultaneously
Excellent communication and relationship-building skills across both internal teams and external partners
Comfort with operational and administrative work, including CRM hygiene, reporting, and process management
A proactive, solutions-oriented mindset and the ability to operate in a fast-changing, zero-to-one environment
Experience with CRM and partner tools (Salesforce, HubSpot, PRM platforms, etc.) Previous experience in payments or FinTech a plus
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