SavvyMoney

• Lead the design and evolution of our cloud-native data platform • Focused on scalable batch processing, event-driven workflows, and tight integration with backend microservices • Work across the full data lifecycle — from ingestion to transformation to serving • Design, build, and own batch-oriented data pipelines and ETL workflows • Collaborate with backend engineers to build and extend microservices that expose data capabilities via APIs • Ensure data quality, lineage, and observability through validation frameworks, monitoring, and alerting

• Design and develop automation frameworks and scripts, including choosing appropriate tools and technologies, creating reusable components, and designing test flows. • Maintain and improve test automation: Update scripts to reflect changes in the application, optimize test execution, and explore new testing tools and techniques. • Create automation testing discipline within development and QA teams. • Execute automated tests against the application, analyze results, and identify any defects or issues. • Work closely with developers to understand application requirements, identify testable areas, and ensure testability is considered during development. • Document found issues, track their status, and communicate effectively with development teams to ensure resolution. • Perform regression testing by running tests after code changes to ensure that new functionality doesn't break existing features. • Document test plans and procedures by providing clear and concise documentation for test scripts, test cases, and overall test strategies. • Work in cross functional areas with internal partner engineering teams in a disciplined agile environment. • Actively engage with fellow engineers to ensure we are delivering tools that make product development easier. • Communicate, coordinate and align automation strategy with the engineering team members, make recommendations to improve reliability, performance, best practices and processes.

Role Description We are looking for a Program Manager, Enterprise AI Adoption to lead the transformation from AI-curious to AI-native at SavvyMoney. This highly visible, cross-functional leadership role involves: - Designing and owning SavvyMoney's enterprise AI adoption program across various business functions. - Building and maintaining a formal program structure, including charters, roadmaps, governance cadences, KPIs, and executive dashboards. - Identifying, prioritizing, and sequencing AI use cases using a structured value and feasibility framework. - Partnering with the CTO, CPO, and functional leaders to align AI adoption goals with company OKRs and strategic priorities. - Leading a company-wide change management program to shift workflows toward AI-generated and AI-assisted work. - Co-developing and implementing adoption playbooks, training curricula, and enablement resources. - Championing a culture of experimentation and creating safe environments for teams to test AI-assisted workflows. - Building feedback loops and change readiness assessments to measure organizational adoption. - Serving as the primary point of accountability for AI adoption program health, reporting quarterly to the C-suite. - Translating complex program data into concise executive narratives. - Facilitating executive steering committee sessions and maintaining strong relationships with functional stakeholders. - Tracking and reporting on program activities, including milestones, budgets, risks, and dependencies. - Defining and instrumenting metrics that matter, such as productivity uplift and user adoption rates. - Partnering with IT to manage vendor and tool relationships related to enterprise AI tooling. - Maintaining a living inventory of AI use cases across the organization. Qualifications - A genuine passion for AI and its possibilities. - 7+ years of program or project management experience, with at least 2 years leading enterprise-wide transformation or change management initiatives. - Demonstrated experience designing and executing change management programs at scale. - Hands-on familiarity with enterprise AI tools and concepts. - Proven experience presenting to executive leadership and/or boards. - Strong facilitation and stakeholder management skills. - The ability to translate AI enthusiasm into business language. - Data-driven approach to program management. - Exceptional written and verbal communication skills. - PMP, PgMP, Prosci ADKAR, or equivalent certification is a plus. - Experience in fintech, SaaS, or a regulated industry is a plus. Requirements - Legally authorized to work in the United States on a full-time basis without the need for employer sponsorship. - Based in the San Francisco Bay Area preferred, but fully remote candidates based in the United States will also be considered. Benefits - Annual Base salary between $160,000.00 and $175,000.00 based on experience and location + annual bonus potential. - Equity Compensation Package. - Flexible Time Off (FTO). - Medical, Dental, Vision – 100% premium paid for employee. - Disability/Life Insurance. - Opportunity for learning and career growth. - Reimbursement for remote work setup. - Monthly stipend for phone and internet. - Team building events and culture activities. - Paid time off to volunteer and serve the community. - Half day Fridays. - 401k matching contribution. - Beautiful California East Bay offices in Dublin, CA.

Role Description We are expanding and looking for a dedicated Senior Partner Solutions Specialist to lead the implementation and ongoing success of our add-on solutions for existing financial institution partners. This can be work from our corporate offices in Dublin, CA or a 100% Work Remote from your home office position depending upon where you live. - Lead the implementation of add-on solutions for partners. - Own product portfolio success and optimization. - Ongoing success management of Add-On Solutions. - Advise partners on best practices to maximize the value of add-on solutions. - Serve as the internal and external SME for add-on solutions. - Collaborate with partner managers to deliver the value of SavvyMoney’s add-on solutions. - Conduct market research and review, working closely with product teams to communicate market trends and partner requests. - Communicate product enhancements and impacts of add-on solutions to partners. - Coach and develop Partner Solutions Specialists, sharing expertise and best practices to strengthen the team. Qualifications - Proven track record of growing adoption of digital solutions for consumer deposits and loans with comprehensive knowledge of user onboarding processes and modern banking technology platforms. - 5+ years experience in marketing or partnership management roles, preferably in financial services. - Experience managing clients/partners and working with external agency resources. - Excellent communication and presentation skills. - Proficient in data analysis and interpretation. - Proficient with Excel, PowerPoint, Word, and SalesForce. - Experience creating and using email campaign management tools. - Knowledge in web analytics tools such as Tableau. - Bachelor’s degree required. Requirements - Demonstrate self-starting initiative, capable of working autonomously with minimal supervision. - Proactively anticipate partner needs and promptly address them in a professional manner. - Prioritize the partner experience and uphold high service standards. - Excel in managing multiple projects and tasks concurrently. - Possess strong organizational skills and meticulous attention to detail, adept at managing competing priorities. - Exhibit a genuine passion for ensuring partners receive outstanding support for both themselves and their end-users. - Embrace a collaborative mindset, always ready to contribute as a team player in a dynamic organization. Benefits - The annual base salary for this position is between $115,000.00 and $125,000.00 depending upon experience. - Equity Compensation Package. - Flexible Time Off (FTO) - take time off as needed to rest and recharge. - Medical, Dental, Vision – 100% premium paid for employee. - Disability/Life Insurance. - Opportunity for learning and career growth with a top Bay Area technology company. - Reimbursement for remote work setup. - Monthly stipend for phone and internet. - Team building events, culture activities, all hands events. - Paid time off to volunteer and serve the community. - Half day Fridays. - 401k matching contribution. - Beautiful California East Bay offices in Dublin, CA.

Role Description This is a 40 hour a week, Contract position that will run 3 months. In this Contract Technical Writer position, you can work remotely from anywhere in the United States. We're looking for a skilled Technical Writer to create clear, structured training documentation for our SaaS platform. You'll translate complex software workflows into intuitive guides, helping our users get up to speed quickly and use the product with confidence. This is an ongoing engagement with flexibility for the right candidate. Key Responsibilities - Author end-user training manuals, onboarding guides, and how-to documentation - Collaborate with product and engineering to capture feature details accurately - Create annotated screenshots and step-by-step visual walkthroughs - Maintain and update documentation as the product evolves - Organize content in a knowledge base or LMS (e.g. Notion, Confluence, Guru) - Gather feedback from customer success and support teams to improve docs Qualifications - 2+ years of technical writing experience, ideally for software products - Strong command of written English with clear, concise communication style - Comfortable learning and navigating web-based SaaS platforms quickly - Proficiency with tools like Google Docs, Notion, or Confluence - Ability to self-manage deadlines with minimal oversight - Portfolio of previous technical writing or documentation samples Requirements - Experience creating video tutorials or screencasts (Loom, Scribe) - Familiarity with LMS platforms (TalentLMS, Teachable, etc.) - Background in instructional design or adult learning - Basic graphic editing skills (Figma, Canva) for diagrams Benefits - $35.00 - $40.00/hourly depending on experience. This is a non-exempt position. - Full remote, flexible scheduling - Direct access to product experts for quick answers - Opportunity to shape documentation standards from the ground up

• Partner with Product Management, Data Science, and Marketing leadership to evolve our offer campaigns from scheduled, batch-driven marketing into an always-on engine that continuously scores and targets high-propensity users for loan and deposit products. • Translate propensity models and audience/segmentation strategy into clear product requirements, working closely with data science on what signals drive targeting decisions. • Help define the roadmap for how automated marketing capabilities extend across products (auto, personal loan, credit card, home equity, deposits, and beyond). • Work with marketing, creative, and content teams to plan and prioritize campaign experiences across channels — digital banking widgets, email, SMS/push, direct mail, and in-app placements. • Translate creative and content strategy (messaging, offer presentation, personalization) into detailed requirements and acceptance criteria for the engineering squad. • Help establish a test-and-learn cadence for creative and channel experiments, partnering with internal & external teams on what to test and engineering on how to instrument it. • Own the definition and instrumentation of the conversion funnel — from targeting and offer presentation through application and funding — in partnership with Analytics/BI. • Use funnel data to identify drop-off points, prioritize backlog items that address them, and measure the impact of shipped features against funnel and business metrics. • Build a regular cadence of reporting out funnel performance, test results, and learnings to the squad, Product Managers, and leadership. • Partner with the Product Manager, internal stakeholders, and go-to-market teams to gather, document, and validate product requirements. • Transform mid-to-high-level Product Requirements Documents (PRDs) from key stakeholders into detailed, low-level PRDs — including edge cases, dependencies, and integration considerations. • Create comprehensive epics, user stories, and acceptance criteria from detailed PRDs; keep all documentation current as requirements evolve. • Own and maintain a healthy, prioritized product backlog that aligns with overall product strategy and roadmap commitments. • Make real-time prioritization decisions in response to changing business needs, technical discoveries, campaign performance data, or partner feedback. • Continuously refine backlog items to ensure the squad is always working on the highest-value, best-understood stories. • Run agile ceremonies in partnership with your Technical Program Manager — sprint planning, daily stand-ups, backlog refinement, sprint reviews, and retrospectives. • Drive squad velocity by removing blockers, maintaining clarity on goals, and fostering a high-performing team culture. • Lead communications during sprint reviews, clearly conveying what was delivered and why it matters — for both technical and non-technical stakeholders. • Serve as the primary communication bridge between the development squad and business stakeholders, ensuring shared understanding of scope, status, and expectations. • Proactively collaborate with market-facing teams (sales, partner success, marketing) on product roll-out plans, timing, and partner communications. • Coordinate with the Offers squad and Product Managers to ensure alignment on shared, cross-squad owned products. • Partner with QA teams to define test cases and acceptance criteria for all user stories, including campaign targeting logic and compliance-sensitive rules. • Participate in acceptance testing activities to confirm that delivered features meet specified requirements before release. • Champion quality standards within the squad, ensuring edge cases and corner scenarios are addressed during refinement — not discovered post-launch. • Maintain accurate, up-to-date product documentation, including release notes, user guides, and functional specifications. • Ensure documentation is accessible to both technical and non-technical audiences (including marketing and partner-facing teams) and reflects the current state of the product.

Title: Senior Implementation Manager - Fintech (Dublin, CA or USA Remote) Location: Dublin, CA Department: 6300-Operations Employment Type Full time Location Type Hybrid Department 6300-Operations Job Description: **To be considered for this position, candidates must be legally authorized to work in the United States on a full-time basis without the need for employer sponsorship now or in the future. SavvyMoney is a leading San Francisco East Bay fintech company. We provide integrated credit score and personal finance solutions to 1,600 + bank and credit union partners nationally. The SavvyMoney solutions integrate with more than 43 digital banking platforms. SavvyMoney was recently recognized by the San Francisco Business Times and the Silicon Valley Journal as one of the "Top 25 Places to Work in the San Francisco Bay Area" and is an Inc. 5000 Fastest Growing Company. Sr. Implementation Manager - Fintech (Dublin, CA or USA Remote) The Senior Implementation Manager is client-facing and leads the end-to-end delivery of SavvyMoney's Lending and Deposit product implementations for our financial institution Partners. From post-sale kickoff through go-live, this role is the primary point of accountability, translating Partner business goals into configured, integrated, and tested solutions across a complex ecosystem of core banking systems, digital banking Strategic Partners, credit bureaus, and ancillary vendors. Key responsibilities include: Project Lifecycle Management - Drive decisions, escalations, and accountability across internal and Partner teams. Own end-to-end delivery of Lending and Deposit implementations, averaging four months from kickoff through go-live, with two to three concurrent Partner projects. - Maintain project plans, risk logs, and status reporting for internal leadership and Partner stakeholders. Partner Relationship Management - Serve as the primary point of contact for Partner executives, product owners, compliance leads, and technical resources. - Lead discovery, requirements workshops, configuration reviews, and go-live readiness checkpoints. - Communicate progress, risks, and tradeoffs in terms that resonate with both business and technical audiences. Technical Delivery and Integrations - Learn each Partner's technology stack, including core banking, loan origination, digital banking, credit bureaus, and identity and fraud vendors. - Coordinate integrations with Strategic Partners and third-party providers, managing dependencies, credentials, and testing windows. Cross-Functional Collaboration - Own clean handoffs from Sales into delivery and from delivery into post-launch support. - Surface Partner feedback to Product and Engineering to influence roadmap priorities. - Contribute to playbooks, templates, and process improvements that strengthen the Operations function. - Communicates clearly and effectively, both verbally and in writing. Skills & Experience - Experience: 5+ years in client-facing implementation, project management, or technical account management, preferably in fintech, banking technology, or enterprise SaaS serving financial institutions. - Domain Expertise: Working knowledge of lending (consumer, auto, credit card, personal loan) and deposit (checking, savings, CD, money market) products and the systems behind them. - Technical Skills: Comfort with REST/JSON APIs, file-based integrations, data mappings, and configuration specs. Experience coordinating integrations across core banking, LOS, digital banking, or CRM platforms. - Tools and Platforms: - Atlassian (Jira and Confluence) for ticket tracking, project management, and documentation. - Smartsheet for project plans, dashboards, and executive reporting. - AI tools such as Claude to accelerate documentation, communications, and analysis. Curiosity about applying AI to improve delivery is strongly valued. - Soft Skills: Direct, results-oriented communicator with strong ownership, sound judgment under incomplete information, and the ability to adapt across executive, technical, and operational audiences. - Education: Bachelor's degree in Business, Information Systems, Finance, or related field, or equivalent experience. Base salary The annual base salary for this position is $105,000.00 and $125,000.00 based on experience and geography + Quarterly Bonus Potential Additionally we provide - Equity Compensation Package - Flexible Time Off (FTO) - take time off as needed to rest and recharge. - Medical, Dental, Vision – 100% premium paid for employee - Disability/Life Insurance - Opportunity for learning and career growth with a top Bay Area technology company - Reimbursement for remote work setup - Monthly stipend for phone and internet - Team building events, culture activities, all hands events - Paid time off to volunteer and serve the community - Half day Fridays - 401k matching contribution - Beautiful California East Bay offices in Dublin, CA SavvyMoney’s EEO Statement SavvyMoney relies on diversity of culture and thought to deliver on our goal of Creative People, Practical solutions serving our client needs, and ensures nondiscrimination in all programs and activities. We continuously seek talented, qualified employees in our operations regardless of race, color, sex/gender, including gender identity and expression, sexual orientation, pregnancy, national origin, religion, disability, age, marital status, citizen status, protected veteran status, or any other protected classification under country or local law. SavvyMoney is proud to be an Equal Employment Opportunity/ Affirmative Action Employer.

Role Description This position will be working 100% Remotely from your home office in India as part of a distributed team in the USA, Canada, Europe, and several locations in India. We are looking for a Senior Technical Product Analyst (Integrations). - Work closely with Product Management, Engineering, and external partners. - Partner with Product Managers and Product Owners to support third-party integration initiatives across SavvyMoney products. - Review and interpret technical integration documentation including APIs, endpoints, authentication flows, and data contracts. - Translate partner specifications and product requirements into detailed Product Requirement Documents (PRDs). - Write clear, structured user stories and acceptance criteria for engineering teams. - Create and maintain workflow diagrams, sequence diagrams, and system interaction flows to support implementation. - Collaborate directly with partner technical teams to define integration approaches and resolve technical ambiguities. - Ensure all third-party integrations are kept up to date with the latest partner specifications and endpoint changes. - Work cross-functionally with Engineering, QA, Design, and Product to ensure successful delivery of integration features. - Identify and document edge cases, system dependencies, and failure scenarios within integration workflows. - Define analytics requirements including event tracking, funnel design, KPIs, and data validation needs. - Support end-to-end delivery by ensuring requirements are complete, testable, and aligned with product goals. - Contribute to improving documentation standards, workflows, and integration best practices across teams. Qualifications - 3–5+ years of experience in a product, technical product, business systems, or technical analysis role. - Experience working in partner-facing or client-facing environments. - Strong experience writing Product Requirement Documents (PRDs), user stories, and acceptance criteria for engineering teams. - Ability to read, write, and interpret technical documentation including APIs, JSON, and endpoint specifications. - Strong systems thinking with the ability to understand complex workflows, logic, and system interactions. - Hands-on experience defining analytics requirements including event tracking, funnels, KPIs, and dashboards. - Experience with workflow and diagramming tools such as Lucidchart, draw.io, Miro, or Figma. - Excellent communication skills with a detail-oriented and methodical mindset. Requirements - Nice to Have: - Experience in fintech, banking, lending, or financial services. - Familiarity with credit products, loan origination systems, or financial integrations. - Experience working with analytics or event tracking platforms. - Exposure to Agile development practices and working closely with engineering teams. Benefits - The annual Fixed salary for this position is between 15 LPA - 19 LPA (Fixed) depending upon experience + Variable. Company Description SavvyMoney is a US based leading financial technology company. We provide integrated credit score and personal finance solutions to 1,600 + bank and credit union partners nationally. The SavvyMoney solutions integrate with more than 43 digital banking platforms. SavvyMoney was recently recognized by the San Francisco Business Times and the Silicon Valley Journal as one of the "Top 25 Places to Work in the San Francisco Bay Area" and is an Inc. 5000 Fastest Growing Company.

Role Description This position will be working 100% Remotely from your home office in India as part of a distributed team in the USA, Canada, Europe and several locations in India. We are looking for a skilled Software Development Engineer, Front End. - Develop and maintain responsive web applications using React JS Tech stack. - Collaborate with UX/UI designers to implement user-centric designs and ensure a seamless experience. - Optimize applications for maximum speed and scalability. - Ensure cross-browser compatibility and mobile responsiveness. - Write clean, maintainable, and well-documented code. - Troubleshoot and debug applications to improve performance and usability. Qualifications - 3+ years of hands-on experience in creating responsive applications using React and Typescript. - Good sense of design, able to take design guidance and apply UX best practices to bring the design guidance to life. - Experience troubleshooting and debugging applications. - Experience collaborating with multidisciplinary team of developers, product managers and system administrators. - Experience working closely with Back-end developers. - Highly analytical/Problem solver. Requirements - The annual Fixed salary for this position is between 14L - 20L depending upon experience + Variable. Company Description SavvyMoney is a US based leading financial technology company. We provide integrated credit score and personal finance solutions to 1,600 + bank and credit union partners nationally. The SavvyMoney solutions integrate with more than 43 digital banking platforms. SavvyMoney was recently recognized by the San Francisco Business Times and the Silicon Valley Journal as one of the "Top 25 Places to Work in the San Francisco Bay Area" and is an Inc. 5000 Fastest Growing Company.

• Design, develop, and maintain scalable backend services that support our applications and infrastructure. • Implement secure and efficient APIs to support frontend applications and third-party integrations. • Optimize system performance, reliability, and scalability through effective architecture and engineering best practices. • Work closely with product managers, and frontend engineers to develop backend solutions that align with business and user needs. • Ensure high availability, fault tolerance, and performance of backend systems. • Monitor system health, troubleshoot issues, and implement improvements to enhance efficiency and stability. • Stay up to date with industry trends and emerging technologies in backend development and distributed systems.