Partner Success Manager

FINSYNC helps entrepreneurs and small business owners simplify operations and secure affordable funding through one connected platform. Powered by Fynn, your AI Assistant, FINSYNC brings banking, payments, cash flow, payroll, and accounting together and connects business owners with a nationwide collaborative network of relationship bankers and more than 1,500 financial partners. As operations improve, the FINSYNC Score unlocks better funding and stronger relationships automatically.

That’s the power of FINSYNC, everything and everyone connected and working in sync to grow stronger together.

CO.STARTERS is FINSYNC's accelerator program, available nationwide through partner banks and community organizations. It provides invaluable in-person support, empowering entrepreneurs to confidently turn their ideas into successful businesses.

Position Overview:

As the Partner Success Manager at FINSYNC, you are responsible for helping community-based organizations successfully adopt, integrate, and utilize the FINSYNC platform to better serve entrepreneurs. The primary focus of this role is working with Entrepreneurial Support Organizations (ESOs)—including community organizations, accelerators, nonprofits, financial institutions, and education partners—to understand their programming models and guide the effective adoption of FINSYNC tools within those offerings.

This role also supports the execution of entrepreneur cohorts and programs - including partner-led initiatives and CO.STARTERS where applicable - ensuring that both program delivery and FINSYNC utilization are aligned, intentional and impactful. The role balances strategic partner advising with hands‑on enablement and support ensuring entrepreneurs experience clear value and progress towards financial readiness and funding.

Key Responsibilities:

• Build and maintain strong relationships with community-based partner organizations, helping them understand the value of FINSYNC and how to integrate the platform into their entrepreneur support models.
• Advise partners on how to effectively integrate FINSYNC tools—including CO.STARTERS where applicable—into their existing entrepreneur support offerings.
• Support partners in aligning with local ecosystem stakeholders—including banks, lenders, investors, economic development organizations, and mentors—to improve outcomes for entrepreneurs.
• Act as a strategic thought partner to help organizations evolve their programming to meet entrepreneurs where they are and guide them toward capital readiness.

• Support partners in the effective execution of entrepreneur programs and cohorts, including partner-led initiatives and CO.STARTERS where applicable, with an emphasis on intentional FINSYNC utilization.
• Support and guide Program Administrators, facilitators, and instructors to ensure program quality, consistency, and effective use of FINSYNC tools and CO.STARTERS curricula when used.
• Partner with Business Development and Product teams to educate, train, and support organizations on the FINSYNC platform, including best practices for onboarding and adoption.
• Guide partners in designing entrepreneur pathways that connect education, financial management, and funding preparation.
• Develop and implement strategies to increase partner engagement, tool adoption, and long-term utilization of FINSYNC services.

• Monitor partner engagement, program performance, and platform adoption to identify opportunities for improvement and growth.
• Collect and document feedback, outcomes, usage data, and success stories that demonstrate partner and entrepreneur impact.
• Use insights from partner feedback and data to inform internal teams and help refine partner enablement strategies.
• Support partner retention and renewal by ensuring partners experience clear value and measurable outcomes.

• Collaborate with internal FINSYNC teams (Business Development, Product, Marketing, and Partner Success) to ensure seamless partner onboarding, adoption, and integration across the FINSYNC platform and CO.STARTERS where…