Description

About Us

At Biz2Credit, we seek individuals who are eager to join a dynamic and innovative fintech company on a mission to transform the lending landscape for small businesses. Our values of Collaboration, Responsibility, Empowerment, Disruption, Innovation, and Trust guide everything we do, and our purpose of helping small businesses succeed drives us forward.

As a company, we believe that with the right tools and support, small business owners can achieve their dreams, and we're here to make that happen. That's why we're dedicated to developing cutting-edge solutions. One of them is our Biz2X platform, a fully configurable SaaS solution that leverages artificial intelligence and machine learning to make lending more efficient, effective, and accessible.

But we're more than just another FinTech company. We're a team of individuals who bring their unique personalities, backgrounds, and experiences to work every day. We believe that diversity makes us stronger, and that's why we value a culture that is inclusive and supportive. We're looking for people who are excited about the opportunity to make a difference, who want to work in an environment that is both challenging and fun, and who are eager to bring their whole selves to work.

So, if you're someone who is eager to join a company that is making a real impact, who values a positive and inclusive workplace culture, and who is ready to be a part of a team that is changing the lending landscape, we want to hear from you. Come join us and be a part of something truly special at Biz2Credit. 

About the Role 

We are seeking a Partnership & Client Success Manager who blends operational strength, relationship management, and fintech industry knowledge. 

This person will work closely with our Head of Partnerships to scale our embedded lending ecosystem, improve partner activation, drive revenue, and ensure integrated partners (SaaS, Payroll, and Banks) have a seamless experience.

This is a hands-on, analytical, process-driven role — ideal for someone who understands the mechanics of SMB lending, partner integrations, and the day-to-day realities of managing high-value B2B partnerships.

Key Responsibilities

Partnership Operations & Optimization

• Own the operational performance of key partnerships
• Analyze the partnership funnel end-to-end: lead flow, conversion, partner engagement, and revenue impact
• Identify bottlenecks and implement process improvements within embedded workflows to increase throughput and partner-driven loan volume
• Collaborate with Product, Marketing, and Sales Ops to streamline workflows and partner integrations
• Build dashboards, reporting, and KPIs to track partner performance and forecast revenue

Client & Partner Success

• Serve as the primary operational contact for partner teams
• Ensure partners understand Biz2Credit’s products, processes, and value proposition
• Manage onboarding, training, and ongoing enablement for partner-facing teams
• Monitor partner satisfaction and proactively address issues before they escalate
• Develop playbooks, documentation, and best practices to scale partner success

Revenue Growth & Strategic Support

• Work with the Strategic Partnerships Lead to identify upsell, cross-sell, and expansion opportunities
• Support new partnership launches with operational readiness and execution
• Provide insights and recommendations to leadership on partnership performance and growth opportunities
• Participate in quarterly business reviews with partners

Requirements

• 5+ years in client success, partnership success, or partner operations
• Fintech, lending, SMB financing, or financial services experience required
• Strong understanding of lending workflows, lead funnels, and conversion metrics
• Experience working with payroll providers, accounting platforms, or B2B SaaS ecosystems is a plus
• Proven ability to manage complex partner relationships and drive operational improvements
• Analytical mindset with experience using CRM, dashboards, and reporting tools
• Excellent communication, cross-functional collaboration, and problem-solving skills
• Comfortable in a fast-paced, high-growth environment

What Success Looks Like

• Increased partner-driven loan volume and revenue
• Higher partner activation and engagement rates
• A cleaner, more predictable partnership funnel
• Stronger partner satisfaction and retention
• Scalable processes and reporting that support long-term growth

Salary Range

$120k- $135k