📌 Core Information
🔹 Job Title: Partner Campaign Specialist (Dublin, CA or USA Remote)
🔹 Company: SavvyMoney
🔹 Location: Dublin, California, United States
🔹 Job Type: Hybrid (2 days on-site, 3 days remote)
🔹 Category: Marketing
🔹 Date Posted: 2025-06-10
🔹 Experience Level: 2-5 years
🔹 Remote Status: Hybrid (with remote flexibility)
🚀 Job Overview
Key aspects of this role include:
- Driving partner engagement and cross-sell opportunities through structured marketing campaigns
- Managing the full lifecycle of partner communications, from campaign planning to performance tracking
- Collaborating cross-functionally with Sales, Customer Success, and Product teams
- Leveraging tools like Salesforce and Salesforce Marketing Cloud for campaign execution and tracking
ASSUMPTION: This role requires a detail-oriented marketer with strong organizational skills and the ability to manage multiple campaigns simultaneously.
📋 Key Responsibilities
✅ Develop and manage the end-to-end campaign calendar for partner communications
✅ Plan and execute targeted campaigns using Salesforce Marketing Cloud for segmentation, automation, and performance tracking
✅ Coordinate partner-facing webinars, including scheduling, logistics, registration, promotional comms, and post-webinar follow-up
✅ Build and deploy multi-touch communications across email, webinar invites, landing pages, and campaign workflows
✅ Partner with internal teams to tailor messaging and prioritize outreach based on partner profiles and lifecycle stage
✅ Track campaign KPIs and share regular reporting and insights with internal teams
✅ Maintain partner contact records and campaign reporting dashboards within Salesforce
ASSUMPTION: This role involves a high degree of collaboration and requires strong communication skills to work effectively with various internal teams.
🎯 Required Qualifications
Education: Bachelor's degree in Marketing, Business, or a related field (or equivalent experience)
Experience: 3-5 years of experience in B2B marketing, campaign execution, or partner marketing
Required Skills:
- Hands-on experience with Salesforce CRM and Salesforce Marketing Cloud
- Exceptional organizational and project management skills
- Strong written and verbal communication skills
- Proven ability to work cross-functionally and collaboratively
Preferred Skills:
- Experience coordinating webinars and managing virtual event platforms
- Familiarity with financial services, fintech, or partner/reseller ecosystems
ASSUMPTION: Candidates with experience in fintech or financial services may have an advantage in this role.
💰 Compensation & Benefits
Salary Range: $95,000 - $110,000 annually, depending upon experience
Benefits:
- Annual Bonus potential
- Equity compensation package
- Flexible Time Off Policy (Take time as you need it)
- 401(k) with Employer contribution
- Medical, Dental, Vision – 100% premium paid for employee
- Opportunity for career growth and challenge
- Beautiful California East Bay offices in Dublin, CA
Working Hours: Full-time (40 hours/week), with flexible remote work options
ASSUMPTION: The salary range provided is based on industry standards for similar roles and experience levels in the San Francisco Bay Area.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services
Company Size: 51-200 employees (Mid-size)
Founded: 2009
Company Description:
- SavvyMoney provides integrated credit score and personal finance solutions to over 1,475 bank and credit union partners nationally
- Offers a hybrid work environment with some days at the corporate office and some days working from home
- Recognized as one of the "Top 25 Places to Work in the San Francisco Bay Area" and an Inc. 5000 Fastest Growing Company
Company Specialties:
- Personal finance
- Credit score
- Credit report
- and Technology
Company Website: www.savvymoney.com
ASSUMPTION: SavvyMoney's focus on employee satisfaction and growth opportunities makes it an attractive place to work in the fintech industry.
📊 Role Analysis
Career Level: Mid-level marketing role with opportunities for growth and collaboration
Reporting Structure: This role reports directly to the Senior Marketing Manager and works closely with cross-functional teams
Work Arrangement: Hybrid (2 days on-site, 3 days remote) with flexible remote work options
Growth Opportunities:
- Potential to take on more responsibilities and advance within the marketing department
- Opportunities to learn and develop skills in fintech and financial services
- Chance to work on high-impact campaigns and make a significant contribution to the company's growth
ASSUMPTION: This role offers a good balance between collaboration and independence, allowing for both personal and professional growth.
🌍 Location & Work Environment
Office Type: Hybrid (with remote flexibility)
Office Location(s): 4160 Dublin Blvd, Suite 250, Dublin, California 94568, US
Geographic Context:
- Dublin, California is located in the San Francisco East Bay area, offering a mix of urban and suburban living
- The area is known for its high quality of life, with access to outdoor activities, cultural attractions, and a diverse food scene
- SavvyMoney's offices are conveniently located near major highways and public transportation
Work Schedule: Full-time (40 hours/week) with flexible remote work options
ASSUMPTION: The hybrid work arrangement offers a good balance between in-office collaboration and remote flexibility.
💼 Interview & Application Insights
Typical Process:
- Phone or video screen with the Hiring Manager
- In-depth interview with the Senior Marketing Manager
- Final interview with the Director of Marketing
- Background check and offer extension
Key Assessment Areas:
- Campaign planning and execution skills
- Cross-functional collaboration and communication
- Problem-solving and adaptability
- Alignment with company values and culture
Application Tips:
- Highlight your experience with Salesforce CRM and Marketing Cloud in your resume and cover letter
- Demonstrate your understanding of the fintech industry and SavvyMoney's products in your application materials
- Prepare questions about the company, team, and role to ask during the interview
ATS Keywords: Salesforce, Salesforce Marketing Cloud, B2B marketing, campaign execution, partner marketing, webinar coordination, financial services, fintech
ASSUMPTION: SavvyMoney's interview process is designed to assess both technical skills and cultural fit, with a focus on finding the best candidate for the role.
🛠️ Tools & Technologies
- Salesforce CRM
- Salesforce Marketing Cloud
- Email automation and segmentation tools
- Webinar platforms (e.g., Zoom, GoToWebinar)
ASSUMPTION: Familiarity with these tools is essential for success in this role, and candidates should be comfortable learning and using new technologies as needed.
👔 Cultural Fit Considerations
Company Values:
- Creative People
- Practical Solutions
- Serve Our Clients
Work Style:
- Collaborative and team-oriented
- Adaptable and responsive to change
- Results-driven and focused on delivering impact
Self-Assessment Questions:
- Do you thrive in a collaborative, team-oriented environment?
- Are you adaptable and responsive to change in a fast-paced setting?
- Do you have a proven track record of delivering results and driving impact?
ASSUMPTION: SavvyMoney values employees who are creative, practical, and focused on serving their clients, both internally and externally.
⚠️ Potential Challenges
- Managing multiple campaigns simultaneously may require strong organizational skills and time management
- Collaborating with cross-functional teams may present communication and coordination challenges
- Working in a fast-paced, dynamic environment may require adaptability and resilience
- Occasional travel to the office for in-person meetings may be required for remote candidates
ASSUMPTION: These challenges can be overcome with strong organizational skills, effective communication, and a willingness to adapt to change.
📈 Similar Roles Comparison
- This role is similar to a B2B Marketing Specialist or Partner Marketing Manager, but with a stronger focus on campaign execution and cross-functional collaboration
- In the fintech industry, this role may involve more technical aspects and a faster-paced environment than similar roles in other industries
- Career progression may involve moving into a Senior Marketing Manager or Director of Marketing role within the company
ASSUMPTION: This role offers a unique blend of marketing and cross-functional collaboration, with opportunities for growth and development within the company.
📝 Sample Projects
- Developing and executing a targeted email campaign to drive partner engagement and adoption of add-on products
- Coordinating a webinar series to educate partners on new features and updates to SavvyMoney's platform
- Creating and maintaining a campaign calendar and reporting dashboard within Salesforce to track performance and optimize results
ASSUMPTION: These sample projects demonstrate the range of responsibilities and required skills for this role, from campaign planning and execution to performance tracking and optimization.
❓ Key Questions to Ask During Interview
- Can you describe the team structure and dynamics within the marketing department?
- How does this role contribute to the overall success and growth of the company?
- What are the most significant challenges facing the company, and how can this role help address them?
- What opportunities are there for professional development and growth within the company?
- How does the company support work-life balance for its employees?
ASSUMPTION: Asking thoughtful questions during the interview demonstrates your interest in the role and provides valuable insights into the company and team dynamics.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Highlight your experience with Salesforce CRM and Marketing Cloud in your resume and cover letter
- Prepare questions about the company, team, and role to ask during the interview
- Follow up with the hiring manager within 24 hours of submitting your application
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
