Strategic Partner Success Specialist

Department
:
Sales

Location
:
Onsite Irvine, CA

Reports To
: VP of Strategic Partnerships

At Consumer Direct, we’re transforming the way consumers control their credit, money and privacy through innovative software solutions. As one of Orange County’s Best Places to Work for four years running, we pride ourselves on a collaborative, inclusive, and growth-focused culture. Join our passionate team of professionals dedicated to making a real impact in the financial technology space. As we continue to scale and innovate, we’re looking for a talented individual to join us in our mission to revolutionize the industries we serve.

The Strategic Partner Success Specialist provides ongoing support to strategic partners, focusing on partner enablement and enhanced service. This role monitors partner performance and retention, identifying growth opportunities and business strategies to meet revenue targets. The specialist analyzes partner performance, identifies areas for improvement and implements strategies to achieve success. Close collaboration with the Strategic Team and other business units is essential to drive impactful outcomes.

• Respond promptly and professionally to all strategic email inquiries.
• Support strategic team members to ensure partners receive top-quality service.
• Analyze partner performance reports to identify gaps and develop improvement initiatives.
• Serve as a trusted advisor to partners, helping them maximize platform and service use.
• Thoroughly research partner issues and provide timely resolutions.
• Manage daily tasks for unique processes tailored to individual strategic partners, ensuring seamless operations.
• Collaborate with sales and marketing teams to provide feedback for marketing asset development and growth strategies.
• Oversee onboarding for strategic partners within assigned sales channel.
• Deliver training sessions via phone or webinar as needed.
• Foster strong partner relationships through exceptional customer service and proactive communication.
• Perform other duties and projects as assigned.

• High School Diploma or equivalent (Some college education preferred) or 2 years of customer service experience.
• Demonstrate the highest level of professionalism with excellent interpersonal, verbal, and written communication skills.
• Organized and detail oriented with a strong ability to think and plan strategically to provide resolution and follow-through.
• Ability to work independently and collaboratively in a cross-functional team.
• Strong time management skills with the ability to change priorities.
• Proficient in Microsoft Office Suite with emphasis on Excel.
• Minimum of 3-5 years of relevant work experience involving account management or customer support.
• Business travel as needed, potentially 1-2 times per year.

• Office environment with prolonged computer and screen use
• Requires sitting for extended periods and regular keyboard and mouse use

• Real Impact – Your work directly contributes to helping consumers save money, improve credit, and unlock better opportunities.
• Growth Opportunities – We’re scaling fast, which means career advancement and professional development are built into our DNA.
• A Collaborative Culture – Work alongside passionate, talented colleagues who value teamwork, inclusion, and respect.
• Work-Life Balance – We offer flexible time off, generous benefits, and a supportive environment that respects your life outside of work.
• Recognition & Rewards – Competitive pay, commissions, and recognition programs that celebrate your contributions.

“Consumer Direct embraces diversity, culture, and equal opportunity in a serious way. We are committed to promoting a workplace that represents a wide variety, backgrounds, perspectives, skills and experiences.”