What You Will Do
Own the Partner Relationship
- Serve as the primary point of contact for every partner in your portfolio, building trust that outlasts any single ticket or QBR.
- Understand each partner's business, goals, internal dynamics, and definition of success.
- Build relationships with day-to-day operators and executives at each partner.
- Represent Cardless internally as the voice of the partner, ensuring product, support, and leadership understand account needs.
Grow the Value of Existing Programs
- Track performance of every program (activation, spend, retention) and identify levers that move the numbers.
- Identify and pitch expansion opportunities (new features, segments, use cases) proactively.
- Provide point of view on program performance compared to portfolio benchmarks.
- Work with product and business teams to align roadmap priorities with partner impact.
Triage and Resolve Issues Across the Business
- Own issue resolution from first call (outages, compliance, complaints) until closed.
- Build internal relationships to pull in the right teams quickly (product, support, engineering, compliance).
- Distinguish urgent issues from day-to-day friction.
- Close the loop with partners transparently on what happened, actions taken, and expectations.
Spearhead and Create the Partner Growth Process
- Run regular cadence of data-driven business reviews with clear next steps.
- Maintain current view of account health across portfolio, flagging risks early.
- Maintain systems (CRM, account plans, escalation logs) for scalable account management.
- Provide regular reporting to leadership on portfolio health, growth opportunities, and upstream operational issues.
What We Are Looking For
Experience
- 5-10 years in business development, partnerships, sales, or account management with meaningful exposure to financial services (ideally bank, card issuer, or payment network).
- Demonstrated track record of cultivating and growing major enterprise partnerships through new milestones, processes, and top-line revenue.
- Payments expertise, including working knowledge of schemes, payments risk and fraud, and other payments basics.
Skills and Competencies
- Relationship Stewardship: Ability to deepen relationships over years and become the trusted first call.
- Financial Services Fluency: Understand card program economics, players, contracts, and regulatory context to hold credible commercial conversations and spot performance issues.
- Operational Discipline: Maintain clean portfolio visibility with nothing falling through cracks.
- Communication and Presence: Effective with senior executives, delivering hard news, defusing escalations, and running polished QBRs; strong writing skills.
- Cross-Functional Orchestration: Navigate internal teams to solve partner problems quickly.
- Judgment and Autonomy: Prioritize across accounts and make independent decisions without heavy management.
This Role Is Not a Fit If
- You want to focus on new business sales (this is about maximizing success of existing customers).
- You lack meaningful financial services experience in banking, cards, or payments.
- You require remote or hybrid work arrangements.