MoneyThumb is looking for an experienced Partnerships Manager to join our San Diego sales team. If you are fueled by an entrepreneurial spirit, excel at developing relationships, and have experience in partnerships, channel development, or sales in SaaS or fintech, this could be a perfect opportunity for you. We offer a high-performing and welcoming work environment where a healthy work/life balance is at our core.
MoneyThumb enables lenders and accountants to instantly convert and analyze PDF financial documents. For lenders, we summarize data into an actionable scorecard that can be used to determine an applicant’s creditworthiness. Our patent-pending Thumbprint® fraud analysis product analyzes third party PDF documents to verify their authenticity. For accountants, we upload transactions into popular accounting formats, including QuickBooks, Xero, Sage, Quicken, and others. Our enterprise product is built on Java, both as a desktop application and Software-as-a-Service.
MoneyThumb is becoming the most important tool for lenders by helping them get to “Yes” or “No” faster than their competition. Our software simplifies a process that has historically taken hours down to just a few seconds. We do this by enabling underwriters to instantly spread bank statements into an underwriting scorecard that includes all essential lending benchmarks.
Position Summary
Responsible for increasing MoneyThumb revenue by sourcing, onboarding, and activating new channel and integration partners while supporting revenue expansion across existing accounts
The successful candidate should have experience working in a metrics-based sales environment (preferably with a background in SaaS sales and MCA) and be motivated to meet and exceed quotas.
In this role, you will be:
- Performing research to identify and prospect potential new business partners;
- Contact potential partners(warm and cold) via telephone, email, text, or video;
- Conduct opening outreach, qualification, and initial discovery;
- Enthusiastically communicate value propositions to potential partners;
- Follow up on prospects;
- Connect with key influencers and develop decision-making timelines;
- Manage the end-to-end onboarding process for new partners, coordinating timelines, documentation, and integration steps
- Utilize a clear strategic approach to ensure a targeted pipeline of prospects;
- Enable and activate existing partners through training, planning, and joint selling activities;
- Negotiate with new partners to formalize alliances and relationships;
- Support go-to-market launches for new partnerships, including internal enablement, partner training, and co-marketing efforts;
- Provide support in the design and development of partner solutions, matching of partner solutions to need, and mapping requirements for delivery;
- Build and maintain partner CRM pipeline, track stages, and keep internal stakeholders aligned on next steps; and
- Maintain strong product knowledge and deliver exceptional customer service.
Our Ideal Candidate
Must Haves:
- 3-5 years experience in partnerships, channel development, or sales in SaaS or fintech;
- Experience implementing systems to enable partnerships success;
- Ability to communicate clearly with a high level of ease and confidence;
- Strong strategic thinking skills;
- Polished written and verbal communication skills;
- Strong lead development skills;
- Well-developed influencing skills;
- Exceptional interpersonal and listening skills;
- Proven ability to meet and/or exceed activity quotas;
- Proven ability to prospect and close business with C-Level prospects;
- High level of persuasion, resilience, and tenacity (with a strong desire to sell);
- Ability to learn and use new software programs quickly;
- Ability to be a self-directed, self-starter and work independently;
- Bachelor’s degree in Business Administration or related field or equivalent experience
Nice to Have:
- Experience with HubSpot, Salesforce or related CRM;
- Merchant Cash Advance (MCA) experience is a HUGE plus; and
- Finance or lending experience preferred.
What We Have for You
- Competitive wages
- Medical, dental, and vision insurance
- Life Insurance
- Short and long-term disability insurance
- 401(k) plan with company match and immediate vesting
- Paid time off
- 10 paid holidays
- Employee Assistance Program
MoneyThumb is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, creed, religion, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, national origin, disability, age, veteran status, or other applicable legally protected characteristics. All employment is decided on the basis of qualifications, merit, and business need.