Partnerships Manager, Capitalize
+ Equity.
3+ days a week in office
401k management solution
Open for applications
401k management solution
21-100 employees
Open for applications
+ Equity.
3+ days a week in office
21-100 employees
Company mission
Capitalize's mission is to make it easier for people to save for their retirement.
Role
Who you are
- The ideal candidate is highly motivated, enthusiastic, relationship-oriented, and mission-driven
- 5+ years of experience in partnerships, customer success, or account management at a high growth company
- A successful track record of managing relationships with customers, partners, or external stakeholders
- Creative problem-solving and the ability to work quickly to troubleshoot any blockers or issues that may arise with partners
- Ability to thrive in a rapidly changing environment, and successfully manage multiple projects with a sense of urgency
- Experience with Business Intelligence platforms such as Looker, Tableau, or Power BI
- Experience in tech and/or fintech, a strong plus
- Your own unique talents - even if you don’t meet 100% of the qualifications, we strongly encourage you to apply!
What the job involves
- As Capitalize’s partner base expands quickly, we’re building out our Partner Management team in NYC to help bring us to the next level of growth
- In this role, you'll play a key part in the success of our new and existing enterprise and distribution partnerships, owning everything from implementation to management and ultimately relationship growth
- This is an opportunity to work with Capitalize’s strategic B2B partners (like Robinhood, SoFi, Ellevest, and others) and have a big impact on a company with massive goals and ambition
- As an early employee of Capitalize and the second member of our Partnerships team, you will have a large and direct impact on our success, and will have the opportunity to grow your career and responsibilities significantly over time
- Build Partnerships: Act as the point-person on key partnerships, onboarding and implementing new partners, troubleshooting any issues, looking for growth opportunities, and leading business reviews
- Influence Strategy: Collaborate cross-functionally with our Business Development, Customer Service, Strategy and Ops, and Product teams to ensure that we’re providing a high-quality experience to our partners and creatively find ways to improve conversion for our partners’ customers and members
- Drive Revenue: Work with signed partners to drive utilization and identify opportunities for additional revenue streams. This will require working on activation initiatives, partnership enablement and proving ROI through reporting and partner insights
- Industry Expert: Learn the ins and outs of what impacts our partners’ business models, build trusted relationships by becoming a subject matter expert on their business, and stay on top of related legislation and industry news
- Define Success: Establish growth and success plans that align Capitalize’s goals with our partners’ and allow both parties to measure progress against defined benchmarks
- Insights: Convey insights and feedback from partner conversations to our leadership and product teams to ensure alignment with business goals and partner needs
Our take
Tracking and managing your 401k can be challenging, especially if you've moved jobs. Capitalize solves this problem by streamlining the pension process.
With more and more people switching jobs more regularly, demand for a solution such as Capitalize's is growing. Capitalize allows users to roll over and combine their 401ks by simply entering the details of their former employers. This service is free for users (the company makes money from referral fees), which has allowed Capitalize to scale its user base considerably.
Fintechs specializing in retirement and pension services are becoming increasingly prevalent, but Capitalize's free, effective and easy-to-use product will ensure it maintains its edge.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 5 rounds)
Aug 2024
$19m
SERIES B
Aug 2022
$10m
SERIES B
Total funding: $45.5m
Company benefits
- Remote friendly anywhere in the United States with an office space in New York City
- Equity plan
- Health and dental insurance with 100% premium covered for you
- Flexible work hours and vacation policy
- Paid parental leave
- Fitness perks
Company values
- A sense of ownership
- We’re mission-driven
- In it for the long-term
Company HQ
Murray Hill, New York, NY
Articles
Leadership
Gaurav Sharma
(CEO)Previously worked as an Investment Banking Analyst at UBS, and as an Investment Analyst at Highbridge Capital Management. Is an Investor at Greenlight Capital.
Christopher Phillips
(CTO)Started out as an Analyst at Morgan Stanley. Was SVP of Product Platform and Technology at Ask, and CTO of IAC.
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