Owns strategic partnership opportunities from identification through negotiation, launch, and ongoing management. Develops business cases, evaluates commercial and execution considerations, coordinates cross-functional workstreams, aligns stakeholders, tracks performance, and manages partner relationships. The role also establishes repeatable partnership processes, supports senior leadership recommendations, mentors junior team members, and represents the company externally.

Sell and advise customers on Life, Home, and Auto Insurance through phone, email, text, and chat. Manage leads and the full insurance sales lifecycle from intake and quoting through fulfillment, identify cross-sell opportunities, address coverage gaps, and help build SoFi Protect’s processes and operations.