Relationship Manager
at SoFi
FL- Jacksonville, UT - Cottonwood Heights
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Who we are:
Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance.
We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
The role:
The Global Partner Relationship Associate role will support the Senior Relationship Manager by helping to create successful partnerships and ensuring operations run smoothly. The Global Partner Relationship Associate will be responsible for assisting with the comprehensive oversight of third party suppliers in all facets of relationship management, including but not limited to; maintaining accurate records, assisting with invoicing procedures, monitoring adherence to contracted service levels and general relationship management. The role is directly responsible for data analytics and reporting relative to the overall Global Service Delivery Center (GSDC) partners performance regarding all programs being supported through the partnership. Reporting and analytics is required for weekly, monthly, and quarterly management performance. The relationship manager will identify and analyze performance trends and work with key stakeholders to improve performance and operational efficiency. Additionally, the Global Partner Relationship Associate will help ensure all contingent workers have appropriate access and are able to provide uninterrupted support to our various lines of business.
What you’ll do:
- Analyze performance data, create monthly presentations and present to SoFI and GSDC senior leadership
- Manage initiatives to drive improvement in GSDC performance and share results with senior leadership
- Work with cross-functional business leaders to ensure GSDCs are meeting their needs
- Develop deep relationships with GSDC leadership and leverage partnerships to improve SoFi operations
- Work with GSDC partners to ensure all contingent workers have appropriate levels of access and help to ensure technical/access issues are resolved
- Arrange invoice estimates and share with finance
- Review monthly GSDC invoices for accuracy
- Help ensure GSDC teams are in compliance with necessary training requirements
- Attend weekly business reviews and call listening sessions, coordinate with cross-functional teams to provide feedback on performance
- Help manage expansion projects into new lines of business and ensure projects remain on schedule
- Additional tasks and responsibilities as required
What you’ll need:
- Minimum Bachelors or Associate Degree or with 3+ years related experience
- Strong verbal and written communication skills
- Advanced Experience with Excel and/or Google Sheets including creating spreadsheets, diagrams and tables to analyze data
- Experience with Powerpoint/Google Slides, ability to effectively create presentations and present to management
- Call center management experience strongly preferred
- Able to move between projects/duties quickly and efficiently with excellent organizational and time management skills
- Track record of successful high-impact decision making
- Ability to work independently with little supervision
- This position has no supervisory responsibilities
- This position may require occasion international travel