Senior Director Strategic Partnerships*

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WHO WE ARE

Freedom’s mission is to empower everyday Americans to move forward towards a better financial future. The company was founded in 2002 by Brad Stroh and Andrew Housser on the belief that by staying committed to helping people, you can ensure better financial outcomes for both the customer and the business. This philosophy still guides the vision of our growing company, which has helped millions of people find solutions for their financial needs.

What began with two people in a spare bedroom has expanded to a vibrant business that employs over 2,000 employees (known internally as “The Freedom Family”) in two locations: San Mateo, CA, and Tempe, AZ. When you visit either of our offices, you’ll understand why our employees have voted us the Best Place to Work for the last several years. We believe that success is only achieved by doing what’s right for our customers, our employees, and our communities.

Freedom Financial Network holds itself to four core values: to care for everyone around us, act with integrity every time, collaborate with everybody we work with, and get better at what we do every day.

 

 

THE OPPORTUNITY

Partnerships are central to our mission.  We partner with our clients to help improve the financial wellness of their members and customers.  We seek to expand our reach and deliver appropriate solutions for everyday Americans who are struggling and striving to improve their financial health. And we partner with each other to deliver the best experiences for prospective customers and clients to get them on a path to a better financial future. 

 

We seek a strong leader to oversee our partnerships to drive customer acquisition, build our brand and deliver enterprise value and optimal execution across Freedom’s product solutions. Strategic Partnerships have been identified as a top growth priority for Freedom Financial and have high levels of visibility with the executive team. Freedom has a multi-faceted partnership strategy that includes relationships with key consumer financial services companies such as LendingTree, Credit Karma, NerdWallet strategic relationships with wireless, affinity and insurance partners, and enterprise relationships with credit bureaus and bank partners.  We see significant growth opportunities to develop deeper, more impactful relationships with these partners. You will own a portfolio of strategic accounts and the P&L associated with these accounts.  You will contribute substantially to the growth of Freedom Financial.  You will do this by working closely with senior executives at Freedom and our partners to understand, align and define joint business objectives, data-driven strategies, and tactics and to own and drive high ROI results from these partnerships.   

 

THE ROLE

In this role, you will manage a portfolio of partners to grow our collective relationships to drive customer awareness, engagement, and acquisition.  Responsibilities include:

  • Oversee and drive growth in partner channel through expanding and deepening relationships with key partners, improving targeting and messaging to drive more awareness and engagement, and collaborating with product organizations on both sides to develop more seamless and easy end-to-end experiences
  • Manage key enterprise relationships with credit bureaus and bank partners that help maximize the value we receive and the value we create from these partnerships.  Develop a relationship strategy and working cadence with these partners that align our overall business and marketing strategy with our program priorities, coordinating across multiple internal and external client touchpoints to assure alignment and focus
  • Own the ongoing positioning of Freedom with key influencers in these partner organizations including mapping the org structure, identifying the key influencers, developing and deepening those relationships, identifying any detractors, and having a strategy to handle
  • Collaborate with internal constituents to deliver highly targeted content, tools, and experiences that drive partnership engagement and growth
  • Analyze key performance metrics to identify actionable opportunities to improve and grow existing partnership programs
  • Develop partnership structures and approaches to contracts/incentives that drive growth and alignment
  • Communicate results and advocate for partner channel needs internally across creative, product, analytics, etc
  • Collaborate with the Business Development team to drive alignment between the two organizations and support BD opportunities with new partnerships
  • Establish an appropriate rhythm of business programs, analyses, and communications that drive consistency of engagement across partnerships

 

REQUIREMENTS / CHARACTERISTICS

 

The Senior Director of Strategic Partnerships will be an important leader in our organization.  Our partnerships team is responsible for an important strategic channel for Freedom that has the potential to be an even more impactful channel for the business.  This leader will drive that growth and impact.   

 

Candidate qualifications:

  • A minimum of ten years of experience in consumer marketing and partnerships, ideally working with financial and credit-based products
  • A track record of success growing businesses through partnerships and through optimization of marketing channels
  • Experience working directly with credit bureaus and/or credit-based lenders or lending marketplaces
  • An “owner-oriented” mindset with demonstrated experience owning and driving a P&L and a thirst for owning outcomes
  • Strong business acumen coupled with outstanding analytic, project management, and communication skills
  • Expertise in applying partner and account management skills to drive strategic and tactical engagement and demonstrable ROI
  • A passion for achieving results through leading and leading cross-functional teams
  • Curiosity and creative problem-solving skills and a desire to continuously improve
  • An upbeat, optimistic, and infectious personality with a growth mindset
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Location

Enjoy our remote/hybrid opportunities or visit our San Mateo office that’s minutes away from any part of The Bay. The up and coming area is growing with exciting amenities and restaurants to explore and recharge.

An Insider's view of Achieve

How would you describe the company’s work-life balance?

It's important to be available when the team needs you to get the job done—that's what matters most. People have lives and responsibilities outside of work that matter to them. We work together as a team to connect in various ways and balance things out.

Andy

Senior Director Product Management

What projects are you most excited about?

We’ve recently been working on migrating our Angular applications to React. In this transition, we’ve had a lot of opportunities to learn about tools like Storybook for documenting components, NextJS for creating a more performant application, or how to build npm packages for sharing our components across applications.

Carrie

Software Engineer, Front End

What makes someone successful on your team?

If you are not curious. If you are not innovative. If you don't have a quick mind and cannot solve the problems, this is not the place for you. We are building the best tech–something you can be proud of. My team is developing something that didn't exist before and you own what you do.

Roman

Principal Engineer

What is your vision for the company?

40-50% of Americans are forgotten by financial services. They are scraping by – don't have the money for investment firms nor the desperation for payday loans. We are building better solutions, driven by technology to move these forgotten families forward.

Jeff

Managing Partner

What's something quirky about your company?

Freedom Financial is the biggest company that many have never heard of, but it is a proven business with tremendous potential. There is excellent opportunity here with a stable, healthy company that is having a lot of impact.

Shira

VP Product and Consumer Experience

What are Achieve Perks + Benefits

Achieve Benefits Overview

Achieve is committed to continually evolving our benefits and perks. We annually solicit feedback from the Achieve Family and consistently improve our offerings. In 2020 we enhanced our employee assistance program by adding Ginger, an emotional support app.

Culture
Volunteer in local community
In addition to our monetary support to local charities, members of the Freedom Family receive two days of paid time to volunteer at the charity of their choice.
Partners with nonprofits
Habitat For Humanity, Feed My Starving Children, Junior Achievement, Peninsula Family YMCA and many others.
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Employee resource groups
Hybrid work model
Flexible work schedule
Remote work program
Diversity
Dedicated diversity and inclusion staff
Mandated unconscious bias training
Mandatory training courses are provided throughout the year.
Diversity manifesto
Mean gender pay gap below 10%
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Freedom Financial employees can contribute up to $2750 annually to their FSA.
Disability insurance
Disability insurance covers 50% of annual salary up to $5000 monthly maximum payout. There is a buy-up option which provides 60% of base monthly pay up to $10,000 per month.
Dental insurance
Our dental plan covers 100% of preventative care expenses, 80% of basic services and 50% of major services. We also offer 50% coverage of orthodontia up to $1,500.
Vision insurance
The vision benefits plan requires a $5 copay for annual eye exams with $150 allowance for glasses and contact lenses.
Health insurance
We have a variety of medical plans to choose from Aetna and Kaiser.
Life insurance
Life insurance is equal to 1 times an employee's annual salary up to $300,000.
Pet insurance
Our pet insurance policy covers up to 20%-50% of out of pocket expenses.
Wellness programs
On-site gym available to all employees including access to Peloton bikes.
Mental health benefits
Financial & Retirement
401(K)
401(K) matching
Freedom Financial Network provides employees with a 401(k) matching plan managed by ADP. We match 50% of contributions up to $5,000 per year..
Performance bonus
Most positions qualify for a quarterly bonus. Staff joining mid-quarter will be eligible for a prorated bonus.
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Company sponsored family events
Vacation & Time Off Benefits
Generous PTO
We offer a generous PTO programs to all teammates. Director roles and above qualify for unlimited PTO.
Paid volunteer time
Our employees receive 2 days per year of paid volunteer time.
Paid holidays
Paid sick days
Flexible time off
Office Perks
Commuter benefits
Available via WageWorkx.
Some meals provided
Monthly catered lunch provided.
Onsite office parking
We offer employees free on-site parking and free electric car charging stations.
Relocation assistance
Relocation assistance is provided on a case by case basis for qualifying roles.
Onsite gym
Professional Development Benefits
Job training & conferences
Tuition reimbursement
Our tuition reimbursement plan offers an annual max of $5250.
Lunch and learns
Promote from within
Online course subscriptions available
Paid industry certifications

Additional Perks + Benefits

Your total well-being requires more than just health insurance. Our comprehensive benefits give you everything you need to bring your best self every day. Whether that’s mind and body support, flexible remote and hybrid work, or saving for your future, we’re committed to caring for the whole person.

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