Partnership Success Manager

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

📋 Description

• Take ownership of the post-close partner relationship, acting as the main point of contact for partners after agreements are finalized.

• Generate SAO by actively collaborating with partners to identify, qualify, and direct new merchant leads into Finix's sales pipeline.

• Onboard and empower new partners, which includes providing training, sharing resources, and helping partners reach their first opportunity as swiftly as possible.

• Oversee daily partner operations and administrative duties, such as tracking referrals, maintaining partner records, and ensuring data accuracy across systems.

• Assess partner health and performance, proactively identifying partners that are at risk or underperforming, and developing strategies to re-engage them.

• Work collaboratively across teams with Sales to ensure that partner-generated leads are followed up on and advancing through the pipeline.

• Assist partners with ongoing enablement, including providing marketing materials, co-selling support, and addressing product or process inquiries.

• Monitor and report on partner performance metrics, such as SAO volume, contribution to the pipeline, and sourced revenue by partner.

• Develop and enhance repeatable processes for partner onboarding, enablement, and sustained success as the program grows.

⛳️ Requirements

• A minimum of 3 years of experience in partner management, customer success, account management, or a similar relationship-management role, preferably within a high-growth SaaS or payments company.

• Proven experience in managing a portfolio of relationships and achieving measurable results (pipeline, revenue, retention, or engagement).

• Strong organizational abilities and keen attention to detail, with the capacity to manage multiple partners and tasks simultaneously.

• Outstanding communication and relationship-building skills with both internal teams and external partners.

• Comfortable with operational and administrative tasks, including maintaining CRM hygiene, reporting, and process management.

• A proactive, solution-focused mindset and the ability to thrive in a dynamic, zero-to-one environment.

• Familiarity with CRM and partner management tools (Salesforce, HubSpot, PRM platforms, etc.).

• Previous experience in the payments or FinTech industry is a plus.

🏝️ Benefits

• Equity

• Benefits