Remote - Client Success & Risk Portfolio Manager

We’re looking for talented professionals, anywhere in the United States, to join us in bringing smart money management and payment solutions to everyone’s fingertips.

At Green Dot, we are evolving to a new and permanent “Work from Anywhere” model designed to maximize the benefits of remote work, promote and enable a strong culture of performance and connectedness, and attract the best and brightest talent who align with our entrepreneurial spirit and mission.

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JOB DESCRIPTION

Reporting to the Sr. Director, Alliance Partnership at SBTPG, the Professional 4, Alliance Partnership will be responsible for supporting the onboarding, delivery and performance associated with ERO products and relationships in collaboration with strategic business partners. This role involves working closely with cross-functional teams to ensure products and programs meet expectations while driving business growth. This role is responsible for the performance, collections, risk mitigation and compliance for all ERO advances and loan programs, including ongoing monitoring and strategy. This includes enhancing program performance, identifying new opportunities, and contributing to the overall success and profitability of small business offerings within SBTPG.

Responsibilities include but are not limited to:
•    Monitor and analyze program performance to identify areas for improvement.
•    Assist in overseeing business and financial-related activities, including fiscal planning and reporting for small business programs.
•    Analyze internal data to provide insights into customer behaviors and inform data-driven decisions, including program participation policies and exception management.
•    Support the development of marketing strategies and product promotions.
•    Contribute to market analysis, customer experience evaluation, and competitive landscape assessments.
•    Assist in the development of strategies to enhance revenue and market share.
•    Help develop tools and processes to identify and mitigate operational risks.
•    Assist in maintaining and strengthening industry relationships, which may include attendance at industry trade shows and events, with some travel required (~1-4x/yr).
•    Support cost management and budget monitoring for product-related activities.
•    Troubleshoot and manage system-related issues, ensuring timely resolution.
•    Contribute to the product development process through all stages of the roadmap.
•    Track and report on key performance indicators (KPIs) to measure progress.
•    Support cross-functional teams and collaborate with stakeholders at all levels of SBTPG and Green Dot.
•    Serve as a SME to support all Enrollment functions, using the CRM Enrollment utilities and other tools. This includes EFIN changes, bad and block list management, opt-ins, overrides and other activities to manage customers’ status and access to programs.
•    Provide support for Enrollment functions and other year-round support for high-value clients, via inbound calls and internal escalations, as needed.
•    Assist in ensuring regulatory compliance, including adhering to policies and procedures.
•    Understand and comply with appropriate banking laws that apply to TPG (such as FACT Act and Bank Secrecy Act Compliance), consumer focused regulations, and TPG internal policies and procedures.
•    Ensures that appropriate Risk Management policies, procedures, processes, and standards are incorporated into daily assignments and workflow processes. 

REQUISITE EXPERIENCE, EDUCATION, AND SKILLS:
•    Bachelor’s Degree in Business Administration, Accounting, Product Management, or a related field preferred.
•    3-5 years of related experience with a proven track record of success in product management, customer relations, or business analysis, including experience handling escalations with sensitive issues and high-value clients.
•    Excellent written and verbal communication skills with the ability to tailor style appropriately for the given audience and message, especially in difficult and high-risk situations. High EQ is required.
•    Proficiency in Microsoft Word, Outlook, PowerPoint and advanced skills in Excel. SQL skills and basic relational database experience are a plus. Must be comfortable with data analysis and manipulation.
•    Experience working with third-party relationships and understanding basic operational, financial, and legal concepts.
•    High level of integrity and ability to handle confidential information with discretion.
•    Ability to take initiative and work independently with minimal supervision.
•    Strong analytical, problem-solving, and organizational skills.
•    Demonstrates attention to detail and ability to manage multiple tasks simultaneously.
•    Ability to work effectively within a team environment and contribute to collaborative goals.

POSITION TYPE

PAY RANGE

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Green Dot promotes diversity and provides equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone. Additionally, Green Dot provides reasonable accommodations for candidates on request and respects applicants' privacy rights.