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Strategic Partnerships Intern - Enterprise Relationship Management

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Job Description:

We are (COMPANY NAME). We're here to empower everyone to achieve their life goals and ambitions. It takes extraordinary people to disrupt decades of legacy financial practices and reimagine solutions to be customer-centric, engaging, and intuitively designed.We are committed to building impactful financial solutions that are accessible and affordable to everyone. Using a combination of design, data science, and technology, we provide people with financial advice and guidance they need to achieve their life goals. Through partnerships with some of the world's largest and most innovative financial institutions like Wells Fargo, UBS, and Citizens Bank, (COMPANY NAME) seeks to help consumers and institutions make better financial decisions.Headquartered in San Francisco, we have offices across the globe but also support remote working. (COMPANY NAME) has made great efforts to ensure that all our resources feel connected to (COMPANY NAME) regardless of physical location. Come thrive at (COMPANY NAME)!

The Team - Strategic Partnerships The Strategic Partnerships team exists to support our enterprise partners in leveraging (COMPANY NAME)-powered solutions to create meaningful value for their customers, employees, and organizations. Within Strategic Partnerships, a variety of sub-teams play specialized roles in acquiring new partners and driving the deployment and ongoing success of partner-specific programs across our Digital Wealth, Discover and Engage solutions. These teams include Enterprise Sales, Enterprise Marketing, Growth Services, Enterprise Services.

The Opportunity - Enterprise Services Intern

The role of the Enterprise Services team is always evolving and this is a fantastic opportunity to work with our team on our strategic initiatives. The primary function of this role will include working hand-in-hand with our existing Enterprise Services team team to help optimize how we are able to deliver our products to our clients. You will be interfacing with key stakeholders both internally at (COMPANY NAME) and with our partners at leading Financial Institutions to identify their business challenges and help them implement our solutions quickly and effectively.

This is a paid 2 to 3-month full-time REMOTE internship.

How You'll Make an Impact

* Collaborate with (COMPANY NAME) cross-functional teams to understand key drivers of successful Partnerships and develop an implementation playbook for Engage, our newest Saas product.

* You will dive deep into the strategies leveraged with existing Partners and develop content that can be easily leveraged by newly onboarded Enterprise customers

* Analyze data reports to synthesize activity and trends

* Research scalable growth and consulting services leveraged by other Saas businesses to help expand (COMPANY NAME) services

* Attend Partner meetings, helping to prep content and assist with follow ups including proactively planning for future platform enhancements and problem-solving when needed

Why We Value You

* Impeccable communication skills and attention to detail

* Excited to explore a Partner-facing role and work directly with clients at Financial Institutions

* Highly organized and process oriented

* Creative problem solver and seek to understand multiple perspectives before reaching a conclusion

* Ability to work independently and collaborate across multiple teams

* You love to learn, ask insightful questions and have a high degree of ownership and accountability

* Eager to learn about the Tech industry

Founded in 2007, (COMPANY NAME) is backed by premier venture capital firms, including Bain Capital Ventures, DCM Ventures, Nyca Partners, and Union Square Ventures as well as leading financial institutions including Wells Fargo, UBS, Santander, New York Life, Eaton Vance, and Comerica. We've raised $110 million to support our growth as the #1 online investment advisor for large financial institutions.

ę Nvest. All rights reserved, (COMPANY NAME) is proud to be an equal opportunity workplace. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, religion, color, gender identity, sexual orientation, age, disability, veteran status, or other applicable legally protected characteristics. We encourage people of different backgrounds, experiences, abilities and perspectives to apply.

San Francisco Applicants: (COMPANY NAME) will consider applicants with arrest and conviction records (criminal histories) in a manner consistent with the San Francisco Fair Chance Ordinance

Source: Company website
Posted on: 14 May 2022
Type of job: Internship
Job duration: 3 months
Languages: English
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