Partner Success Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the main operational liaison for designated partners

• Assist Partner Account Executives by overseeing service requests, escalations, and operational follow-up

• Organize onboarding, training, and enablement activities for partner organizations

• Address and resolve partner issues through collaboration with internal teams

• Sustain relationships with assigned maintained and lower-touch accounts

• Track partner satisfaction, engagement, and retention metrics

• Conduct regular check-ins and business reviews with assigned accounts

• Discover opportunities to enhance partner experiences and operational efficiencies

• Monitor and handle partner requests and escalations using Salesforce and ticketing systems in conjunction with Revenue Operations

• Work with Insurance, Revenue Operations, and Technology teams to address partner concerns

• Assist with renewal, retention, and engagement initiatives

• Support partner communications, education, and process enhancements

• Promote accountability, collaboration, innovation, and proactive relationship management

⛳️ Requirements

• Bachelor’s Degree in Business, Communications, Insurance, or a related field is preferred

• More than 3 years of experience in client success, account management, agency support, or partner operations

• Preferred experience in insurance distribution, SaaS, or partner-driven organizations

• Familiarity with CRM systems like Salesforce or HubSpot and sales engagement tools

• Strong background in customer service and relationship management

• Proven experience in managing operational workflows and escalations

• Experience in developing business planning initiatives

• Excellent relationship management and communication skills

• Ability to effectively handle multiple priorities and partner relationships

• Strong operational and problem-solving abilities

• Capacity to collaborate across functions in a fast-paced environment

• Exceptional organizational and follow-through skills

• Knowledge of Property & Casualty insurance and agency operations is preferred

• Ability to professionally de-escalate and resolve complex partner issues

• Candidates must be authorized to work in the United States without current or future visa sponsorship

🏝️ Benefits

• 100% remote work environment

• Health insurance provided through Aetna (100% of premiums covered)

• Dental and vision insurance through Guardian (100% of premiums covered)

• Basic life insurance (100% of premiums covered)

• Flexible spending account (FSA) or health savings account (HSA)

• 401K plan with up to 4% matching and immediate vesting

• Flexible PTO policy allowing up to 4 weeks in the first year

• PTO usage typically does not exceed 5 weeks per calendar year thereafter

• 12 company-paid holidays each year

• Annual stipend for continuing education

• Variable compensation structure