Origination & Relationship Management Analyst
Raisin
Your Responsibilities
- Provide daily support to Relationship Managers in executing partner success strategies.
- Build trusted relationships with key stakeholders (e.g., CEOs, CFOs, Treasurers) at partner institutions.
- Prepare and enhance client-facing presentations and internal performance reports.
- Analyze bank call reports statements and macroeconomic trends to tailor partner strategies.
- Track and report relationship activities using HubSpot CRM.
- Plan and coordinate internal and external meetings, workshops, and events.
- Research and identify prospective bank and credit union partners.
- Assist with outreach campaigns, including crafting personalized pitches and content.
- Support the end-to-end onboarding process for new partners in collaboration with Legal, Compliance, and Product teams.
- Maintain and enrich a pipeline of target institutions and track activity progress in HubSpot.
- Monitor industry trends and competitive landscape to identify outreach opportunities.
- Collaborate with Marketing on targeted campaigns to generate inbound interest and leads.
- Work closely with internal teams including Strategy, Product, Operations, and Legal to ensure partner needs are met and exceeded.
- Provide market and partner feedback to inform product development and strategic initiatives.
Your Profile
- Bachelor’s degree (or equivalent) with 1–3 years of experience in finance, sales, consulting, business development, or a related field.
- Demonstrated interest in banking, financial services, or FinTech.
- Strong analytical, research, and problem-solving abilities.
- Excellent verbal and written communication, with the ability to tailor messaging to senior executives.
- Highly organized, proactive, and capable of juggling multiple priorities in a fast-paced setting.
- Advanced Microsoft Excel and PowerPoint skills; experience with CRM platforms (e.g., HubSpot) and business intelligence tools (e.g., Looker) is a plus.
- Entrepreneurial mindset and collaborative team spirit.
- Fluent in English, both spoken and written.
Join our mission, join our team - and grow with us!
As part of our US team, you will benefit from:
- Flexible working hours and 28 vacation days.
- Employee Development Budget of $2,200 and 4 full training days per year.
- Access to Babbel for continuous learning.
- Company 401k contribution of 5%.
- Healthcare coverage contribution, including medical, dental and vision.
- Commuter benefits and flexible working from home policy.
- Regular team events and yearly Summer and Winter Party.
About us
Raisin is the trailblazer in the savings and investment space. Founded in 2012, the fintech company started by opening the $95+ trillion deposits and investments market of the European Union, the United Kingdom and the United States to consumers.
Today, Raisin serves more than one million customers in these three markets, offering savings products as well as investment and pension products. This makes the Berlin-based fintech one of the leading global savings and investments marketplaces. Savers get a wider choice of attractive products with the ability to move their money freely. In addition, financial service providers get best-in-class marketplace solutions for their customers, and banks get better access to retail funding.
Raisin operates its own B2C marketplaces in Europe and the U.S. under the brands Raisin and WeltSparen. In Germany, the company offers ETF-based investment and retirement products in addition to savings products. Raisin works with over 400 banks and financial service providers from over 30 countries
We are backed by renowned international investors such as b2venture, Deutsche Bank, Goldman Sachs, Greycroft, Headline, Index Ventures, Latitude Ventures, Orange Ventures, PayPal Ventures, Top Tier Capital Partners, Ribbit Capital, Vitruvian Partners and M&G.
At Raisin, we care about each other and it is one of our top priorities to foster an open and caring environment in which everyone feels welcome and comfortable. Our culture is strongly driven by our ambitious team, which connects more than 75 different nationalities.
In total, we have 7 offices across the world: Berlin, Frankfurt, Hamburg, Madrid, Manchester, Munich and New York.
We also think it’s important to take the time to celebrate our hard work and achievements together, with events like our yearly summer and winter party, as well as a couple of smaller get-togethers.