Partnership Success Specialist

Sales San Francisco, California


SoFi is looking for a highly-organized, data-driven, strategic thinker to join our Partnership Growth team. The Partnership Growth Team is an invaluable part of SoFi’s Partnerships Business Unit and is tasked with implementing and growing SoFi’s most strategic and highly visible partnerships. In this position, you will play an integral, end-to-end role in establishing and optimizing deep relationships with well-known brands and products to drive SoFi’s customer growth. 

As a Partnership Success Specialist you’ll work with and learn from senior account owners to manage relationships with external facing partners while navigating internal departments including Product, Engineering, Legal,  Risk, and Marketing. The ideal candidate for this position will enjoy developing and executing project plans and working cross-functionally to execute new partnerships and optimization projects, and thrives in a fast-paced, quickly changing environment.

At SoFi, you’ll become part of a new kind of finance company whose ambition is to help our members achieve financial independence and reach their ambitions. We aim to be at the center of our members’ financial lives, and to help every member get their money right. We created student loan refinancing, addressing the biggest financial challenge of a new generation through a modern approach to lending and personal finance. Next we expanded our products and services across loans, wealth management, and insurance. SoFi Money—a modern take on a checking or savings account--is our newest innovation and disruption to the financial services industry. SoFi has achieved significant growth, with ambitious plans ahead, but to continue this growth we need great talent. And that starts with you.

Essential Functions & Responsibilities

  • Defining, tracking, and communicating key performance indicators for major partners

  • Auditing marketing placements and the ensuing customer journey 

  • Leading the planning, design and execution of email marketing campaigns

  • Executing iterative testing for constant growth

  • Calculating monthly partner payouts

  • Working with senior account owners to build relationships and identify improvement opportunities 

  • Communicate recommendations and account strategies to leadership, leading internal cross functional efforts to implement 


  • 1-2 years of experience in a performance marketing, agency or consulting role

  • Experience in financial services working for a technology or startup company preferred

  • Attention to detail with strong capacity for problem solving

  • Proven self-starter with ability to juggle priorities and manage expectations and knows when to escalate

  • Strong analytical background

  • Intuition and experience to know when to escalate potential problems.

  • Effective communicator in highlighting data insights and presenting data-driven results

  • Expert in G-Suite, PowerPoint and Excel with capacity to utilize formulas, pivot tables and macros

  • Great time management and prioritization skills


  • Competitive salary packages and bonuses.

  • Comprehensive medical, dental, vision and life insurance as well as disability benefits.

  • 100% of medical, vision, and dental premiums paid by SoFI for employees and their dependents.

  • Generous vacation and holidays

  • 401(k) and education on retirement planning.

  • Tuition reimbursement on approved programs, up to $5,250 a year.

  • Monthly contribution to help you pay off your student loans.

  • Employer paid lunch program and subsidized gym membership.

  • Fully stocked kitchen (snacks & drinks)

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

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.