Partner Account Manager jobs in United States
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FINSYNC · 16 hours ago

Partner Account Manager

positionUnited States
timeFull-time
remoteRemote
seniorityMid Level

FINSYNC is a financial platform that supports entrepreneurs in their business journeys. The Partner Account Manager will onboard and train Community Organizations and entrepreneurs, ensuring effective use of the platform to foster local partnerships and enhance business growth.

AccountingBusiness IntelligenceFinancial ServicesSoftware

Responsibilities

Onboard and activate Community Organization partners in the Impact Center
Train partners, entrepreneurs, and business coaches on FINSYNC platform features and benefits
Support entrepreneurs as they enter the network and facilitate warm introductions to Community Organizations and ecosystem partners
Build and manage workflows to nurture Community Organizations, entrepreneurs, and coaches through their FINSYNC journey
Conduct regular check-ins with partners to review platform utilization and success
Maintain accurate CRM records and share reports on engagement, onboarding, connections, and referrals
Collaborate with Partner Success, Programs, and Business Development teams to ensure a seamless partner and entrepreneur experience

Qualification

Relationship managementTechnology adoptionCRM experienceCommunication skillsOrganizational skillsConsultative approachMetricsExperience in entrepreneurial ecosystems

Required

Experience in relationship or partnership management, ideally with nonprofit or community-based organizations
Comfort supporting technology adoption and explaining software features and benefits
Strong communication skills with a consultative, persistent approach
Experience working with CRMs, metrics, and reporting
Highly organized, systems-minded, and excited about helping entrepreneurs succeed

Preferred

Experience in entrepreneurial ecosystems or small business support (SBDCs, accelerators, incubators, coaching programs)

Benefits

Competitive salary
Path to earning equity-based compensation
Benefits package
Opportunities for career growth

Company

FINSYNC

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FINSYNC helps entrepreneurs and small business owners simplify operations and secure affordable funding through one connected platform.
dateFounded in 2011
location
Atlanta, Georgia, USA
people-size51-200 employees
web-link
https://www.finsync.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Tucker Mathis
CEO
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Anna Maiolo
Senior Advisor
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Recent News

PRNewswire
FINSYNC Announces Industry-Defining Connected Entrepreneur Ecosystem
2024-03-27
WhaTech
Cash Flow Market projections : analyzing trends in financial liquidity and investment strategies
2023-12-21
Business Wire
FINSYNC Announces Open Network to Connect Bankers With ...
2023-12-21
Company data provided by crunchbase