Partner Success Manager

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

📋 Description

• Oversee the daily operations of the Insurity Partner Program and manage designated Partners.

• Facilitate Partner onboarding and continual lifecycle management.

• Act as the main operational contact for assigned Partners.

• Handle incoming Partner requests from initial engagement to exit.

• Conduct due diligence on new Partner signup requests and present the Program.

• Support joint go-to-market business plans and execute tactical initiatives.

• Communicate resources, training, product materials, marketing assets, Portal guidance, and coordinate QBR/EBR.

• Assist with Partner renewals and structured exit processes for Partners.

• Manage Partner communications, newsletters, event invitations, sponsorships, and attendance at Partner Day.

• Create and maintain Partner and contact records in SFDC PRM, ensuring systems, environments, and tools are operational.

• Maintain lead forecasting, deal registration, opportunity tagging, and updates in SFDC CRM/PRM.

• Oversee Partner sales pipeline processes and check for overlaps.

• Process Partner legal agreements with internal stakeholders.

• Manage calculations and payment tracking for Partner Sales Assist Fees/referral fees with Finance.

• Coordinate joint Partner marketing and sales activities, campaigns, events, Campaign-in-a-Box, and Deal-in-a-Box initiatives.

• Monitor and report on Partner performance, including annual tier reviews.

• Provide operational support for the PRM Partner Portal.

• Create and maintain Partner agreements, Program guidelines, GTM sales kits, and enablement resources.

• Analyze operational and performance metrics to identify areas for improvement.

• Develop and implement process enhancements driven by automation and agentic AI.

• Assist in designing and launching an Operations AI Fleet of agents to automate Partner tasks.

• Drive ongoing improvements in Partner experience and Program operations.

• Perform other related duties as assigned.

⛳️ Requirements

• 5–7 years of relevant experience in enterprise SaaS Partner Success Management or a similar role.

• Bachelor’s degree in a related field (equivalent work experience may be acceptable).

• Strong knowledge of the Insurity Partner Program, Partner lifecycle management, and Partner-led go-to-market strategies.

• Familiarity with Insurity products, SaaS/BaaS positioning, and the ways Partners generate qualified pipeline and revenue.

• Understanding of Partner scorecards, tiering models, incentive programs, and co-sell/referral processes.

• Knowledge of enterprise software operations; familiarity with insurance/P&C markets is preferred.

• Advanced skills in documentation, communication, analytical and critical thinking, written and verbal English communication, time management, prioritization, organization, project management, process analysis, data analysis, business acumen, SaaS systems and workflows, change management, coaching, training, Partner enablement, meeting facilitation, and professional presentation.

• Extensive experience and knowledge of SFDC CRM and SFDC PRM.

• In-depth experience and knowledge of PRM Partner Portal administration and support workflows.

• Proficient in lead registration, opportunity management, and pipeline hygiene processes.

• Advanced skills in workflow, ticketing, project management, reporting, spreadsheets, dashboards, document management, knowledge management, enablement repositories, automation, and agentic AI tools.

• Travel may be required up to 20% of the time.

• Proficient in written and oral English communication.

🏝️ Benefits

• Fully remote opportunities are available depending on the role and location.

• Open PTO Policy.

• Comprehensive health coverage.

• Employer-matched retirement savings.

• Award-winning onboarding program.

• Mentorship program.

• Access to LinkedIn Learning and Kaplan.

• Discounted tuition through the University of Arizona Global Campus for employees and their families.

• Employee Referral Bonus program.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• 401(K) match.

• Paid maternity leave.

• Paid paternity leave.

• Disability insurance.