Partner Coordinator

Greenlight is a family technology company on a mission to help families raise financially smart kids and navigate life together.

We are looking for a motivated, detail-oriented Partner Coordinator to join our Commercial Partnerships team. You will manage key client relationships, help keep processes running smoothly, support enablement across our relationships, and turn data into insights that help our partners succeed.

Responsibilities:

• Be a trusted client resource. Build multi-threaded relationships with external partner teams, serving as the go-to contact for Greenlight questions and product/industry expertise.
• Keep the partner pipeline and data clean. Maintain accurate partner and deal records in our CRM, track opportunities and activity, help manage renewals, upsells, and flag gaps or friction points to optimize for efficiency.
• Own reporting and forecasting support. Prepare regular reports on partner performance, forecast attainment, key account progress, and process metrics.
• Drive growth through product adoption. Ensure each partner is on track to adopt Greenlight-delivered updates, and support them from program launch through day-to-day priorities, delivery timelines, and execution.
• Drive partner engagement and satisfaction. Keep engagement high, with a focus on partner satisfaction and customer adoption of Greenlight.
• Administer partner agreements. Track the lifecycle of partnership agreements, including renewals and required documentation, working with Legal and the Greenlight team to drive renewals and expansion.
• Spot and fix issues proactively. Identify and resolve issues affecting partner satisfaction or customer experience before they escalate.
• Work cross-functionally. Collaborate with marketing, analytics, finance, compliance, and customer service to drive the success of partner programs and initiatives.
• Improve how we work. Analyze business performance and processes to find opportunities to optimize product, marketing, and operations.

Requirements:

• 1–3 years of experience in partner management, channel or sales operations, account management, customer success, program or project management, sales, marketing, product, or a related role
• Strong written and verbal communication and relationship-building skills
• An ownership mentality and a strong desire to learn, grow, and adapt in a fast-paced environment
• Innate curiosity and a love of finding new ways to solve problems
• Excellent organizational skills with close attention to detail and process
• Strong analytical skills: the ability to support ideas with numbers and tell a story with data
• Proficiency with Google Sheets (Excel) and Google Slides (PowerPoint); CRM experience (e.g., HubSpot or Salesforce) is a plus
• Comfort with major LLMs (e.g., Claude)
• Bachelor's degree preferred, or equivalent experience
• Experience in SaaS, financial services, banking, or fintech preferred