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Who is Credible?
Credible is a leading U.S. consumer finance marketplace, transforming the way consumers access and compare financial products. We operate at a consumer and enterprise level. On the consumer side, we help millions of people make smarter financial decisions by comparing personalized, pre-qualified offers across student loans, personal loans, mortgages, credit cards, and insurance — all without impacting their credit score. On the enterprise side, we power financial product comparison and distribution through deep integrations and partnerships with lenders, insurance carriers, and financial institutions, as well as providing marketplace technology and capabilities to third-party partners and distribution channels.
The Partnerships Operations Associate keeps Credible's lender and financial platform partnerships running: onboarding, reporting, payments, contracts and compliance. You are the operational backbone for the Partnerships & Business Development team, freeing senior partners to focus on growth.
You will work across Partnerships, Partner Marketing, Finance, Product, BI, Compliance and Legal. This is an entry-level role with a clear path into Strategic Partnerships Analyst or Partner Operations Specialist roles.
What you'll doPartner onboarding and launches
- Run onboarding checklists from signed agreement to launch, tracking open items until the partner is live
- Help partners complete Graphite Connect setup and enter partner details and fees in Salesforce
- Support integration scoping with Product and BI, including feature lists, data passing, and API and filter setup
Reporting, invoices and payments
- Send month-end partner reports, confirm recipients, and follow up on incomplete partner setup
- Upload payment files and review invoices against month-end numbers
- Resolve PO mismatches and coordinate approvals, accruals and one-off payout corrections
- Answer partner questions on reports, invoices and payout status, and flag report discrepancies
Contracts and legal administration
- Manage the LinkSquares workflow: MNDAs, IOs and agreements, signature tracking and follow-ups
- Coordinate legal review and keep past agreements organized and findable
Compliance and vendor diligence
- Support TPRM reviews, security questionnaires, and vendor and traffic-destination reviews
- Manage Asana tickets and audit information requests
- Track disclosure language updates through compliance sign-off
Cross-functional coordination and pipeline tracking
- Route and chase requests across Product, Ops, BI, Compliance and Legal, then relay status back to partners and lenders
- Triage technical issues (API, quoting, anomalies) and decide whether the cause is technical or data related before escalating
- Maintain prospect and partner trackers, and support first-pass review of inbound leads
- Bachelor's degree, or equivalent experience, in business, finance, or a related field
- 0 to 2 years of experience in operations, account management, finance operations, or a similar coordination role (internships count)
- Exceptional attention to detail, especially with numbers, invoices and contract terms
- Comfort in Google Sheets, including lookups, pivots and basic reconciliation
- Clear written communication with external partners and internal teams
- A system for managing many open items at once, and the habit of following up until they close
- Good judgment on when to solve a problem and when to escalate it
- Discretion with confidential partner, financial and compliance information
- Experience with Salesforce, LinkSquares or another contract management tool, Asana, Looker, or Slack
- Exposure to fintech, lending, marketing partnerships, affiliate or performance marketing
- Familiarity with vendor risk management (TPRM), security questionnaires, or compliance processes
- Experience with procure-to-pay processes such as POs, invoicing and accruals
- Interest in automating repetitive work with scripts, templates or workflow tools
Credible is open to hiring candidates in the following locations: Arizona, California, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Texas
We combine the intelligence, expertise, and confidence of a financial advisor with the approachability and honesty of a friend. In other words, we’re the friend you always wish you had in finance.
We are optimistic, challengers, trustworthy, clever, and smart. We are open and transparent. We strive to act as advisors by being friendly, objective, and open in our communication. We use language that is intelligent yet approachable. When appropriate, we’ll drop in a bit of wit to position ourselves as a fresh, reliable voice in the financial world.
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