
51 - 200 employees
Founded 2009
🏦 Banking
💳 Fintech
☁️ SaaS
🔥 Funding within the last year
💰 $225M Private Equity Round - SavvyMoney on 2025-10
Banking • Fintech • SaaS
SavvyMoney is a financial wellness and embedded fintech platform built for banks, credit unions, and fintechs. The company provides real-time credit score insights, monitoring and alerts, personalized pre-qualified offers, account opening and onboarding workflows, and analytics to drive deposit and loan growth. SavvyMoney integrates with core and digital banking systems (70+ integrations), is positioned as a B2B SaaS partner to financial institutions, and is used to increase engagement, personalization, and measurable ROI—reaching tens of millions of consumers.
🔥 16 hours ago
🏄 California – Remote
💵 $110k - $125k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
📊 Sales Operations
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51 - 200 employees
Founded 2009
🏦 Banking
💳 Fintech
☁️ SaaS
🔥 Funding within the last year
💰 $225M Private Equity Round - SavvyMoney on 2025-10
Banking • Fintech • SaaS
SavvyMoney is a financial wellness and embedded fintech platform built for banks, credit unions, and fintechs. The company provides real-time credit score insights, monitoring and alerts, personalized pre-qualified offers, account opening and onboarding workflows, and analytics to drive deposit and loan growth. SavvyMoney integrates with core and digital banking systems (70+ integrations), is positioned as a B2B SaaS partner to financial institutions, and is used to increase engagement, personalization, and measurable ROI—reaching tens of millions of consumers.
• Serve as the connective tissue between Product and Sales by translating product roadmap and feature releases into sales-ready messaging and training • Surface field feedback back to Product and Product Marketing • Conduct needs analysis to identify Sales team skill and knowledge gaps • Design and deliver onboarding, product certification, and continuous learning programs • Provide coaching and reinforcement to sustain behavior change and shorten new-representative ramp time • Ensure consistency and quality of sales messaging • Translate Product Marketing positioning, messaging, and content into training, tools, and resources for Sales • Create and maintain competitive battlecards and objection-handling guides • Run win/loss analysis and feed insights into training priorities and Product Marketing • Enable resellers and account managers to represent SavvyMoney's value clearly and consistently • Use CMS and CRM platforms to publish content, monitor adoption, and report on tool usage, content performance, and sales activity • Measure sales performance from lead generation through close and calculate enablement ROI • Reduce new-representative ramp time by 30% • Facilitate cross-functional meetings across Sales, Product Marketing, Product, and Growth Marketing
• Must be legally authorized to work in the United States on a full-time basis without employer sponsorship now or in the future • 3–5 years of experience in sales enablement, sales operations, or a related field; financial services or fintech experience preferred • Proven experience building and running sales training and onboarding programs • Experience conducting competitive research and translating findings into sales-facing assets • Experience designing instructional or curriculum-style training content • Expertise with Salesforce • Facility with CMS/sales enablement platforms such as Highspot, Seismic, or Allego • Skilled at building consensus and navigating competing priorities across sales, marketing, and product • Strong project management and time management skills • Exceptional written and verbal communication skills • Strategic, data-driven approach to decision-making • Experience in B2B or B2B2C SaaS preferred • Bachelor's degree in Business, Marketing, or a related field preferred
• Equity Compensation Package • Flexible Time Off (FTO) • Medical, Dental, Vision – 100% premium paid for employee • Disability/Life Insurance • Opportunity for learning and career growth with a top Bay Area technology company • Reimbursement for remote work setup • Monthly stipend for phone and internet • Team building events, culture activities, all hands events • Paid time off to volunteer and serve the community • Half day Fridays • 401k matching contribution • Beautiful California East Bay offices in Dublin, CA
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