СШАSenior Partner Success Manager
2 нед. назад
СШАSeniorRemote
Senior Partner Success Manager to own the success, implementation, and growth of strategic partner relationships for fintech platform.
О компании
- At we're making benefits easy. We believe people are the most important asset to any company. Traditional one-size-fits-all benefits packages no longer cut it in today's hybrid and remote-first environment. With , companies can tailor their benefits to the unique needs of their workforce.
- Through our easy-to-use and highly customizable fintech platform, People teams can implement, administer, and track the benefits that meet employees where they are. Employers design their benefits and perks plan by setting a contribution amount and eligible spend categories. Every employee has their own individual definition of wellness and needs different things to help them be their most productive, fulfilled self.
- Helping companies reimagine how companies take care of their people.
Обязанности
- We’re looking for a Senior Partner Success Manager to own the success, implementation, and growth of ’s strategic partner relationships.
- You’ll serve as a senior post-sale owner for our partner ecosystem, helping partners implement unique workflows and integrations with , successfully launch new clients, and create long-term value for their customers. You’ll also own the development of scalable implementation and onboarding practices across a variety of partnership models.
- This role will define how brings new partners and partner-referred clients into the business. You’ll develop the playbooks, templates, training materials, workflows, and operating rhythms that enable consistent, high-quality onboarding as our partner ecosystem grows.
- You’ll work closely with Sales, Customer Success, Implementation, Operations, Product, and Support to ensure partners have the resources, communication, and internal support they need to succeed.
- Partners are knowledgeable, engaged, and confident representing .
- New partnerships and partner-referred clients move smoothly from introduction through implementation and launch.
- has clear, repeatable onboarding processes for different partnership models.
- Partner-sourced pipeline, activation, retention, utilization, and expansion improve over time.
- Partner satisfaction and confidence in working with remain strong as the ecosystem scales.
- Internal teams have clear visibility into partner needs, risks, opportunities, and commitments.
- Partner implementation materials, workflows, and best practices become increasingly standardized and efficient.
Требования
- 5+ years of experience in partnerships, customer success, account management, channel management, implementation, or a similar client-facing role.
- Experience in employee benefits, HR technology, SaaS, fintech, benefits administration, or a related industry.
- Demonstrated success managing strategic external relationships and senior stakeholders.
- Strong experience leading implementations, onboarding programs, or complex cross-functional projects.
- A track record of creating scalable processes, playbooks, templates, and operating practices.
- Commercial orientation, including the ability to identify and support expansion opportunities while maintaining partner trust.
- Comfort using data to assess account health, identify trends, and recommend actions.
- Excellent written and verbal communication skills, including the ability to facilitate executive-level conversations.
- Strong organization, judgment, follow-through, and attention to detail.
- Ability to operate independently, influence without authority, and bring structure to an evolving environment.
Будет плюсом
- Experience working with digital health companies, benefits consultants, PEOs, TPAs, HRIS providers, or benefits-administration platforms.
- Experience building or managing a channel, referral, marketplace, or strategic partner program.
- Familiarity with spending accounts, and global health and wellness benefits
- Experience with Salesforce or another CRM, customer-success platform, or partner-management system.
- Experience supporting integrations, fintech products, payments, or benefits technology workflows.
- Willingness to travel occasionally for partner meetings, events, and industry conferences.
Условия
- Base Salary: $125,000 to $145,000 + variable + equity
- 95% coverage of medical, dental, and vision
- Fantastic benefits (of course 😃), including: $250 WFH setup (one time)
- $500/year Learning & Development Benefit
- $150/month cell phone + internet
- $100/month Wellness
- $100/month Co-working and Commuter Benefit
- We offer several team onsites a year
- Flexible PTO
- At , we are working towards reimagining how companies take care of their people. We are committed to creating an inclusive environment for all our employees and are seeking to build a team that reflects the diversity of the people we hope to serve with our revolutionary products. is proud to be an equal-opportunity employer.
Другое
- We are backed by leading investors, including Centana Growth Partners, Portage Ventures, Threshold Ventures, Gradient Ventures, Workday Ventures, and Clocktower Technology Ventures. To date, the company has raised approximately $75 million in equity capital.
- Founder Story - Jaclyn Chen
- Raises $40M Series B
- | Candidate Resource Page
- Listed on Inc. Magazine's Best Workplaces of 2023
- Own a portfolio of strategic partners and build trusted relationships with their key stakeholders.
- Develop partner success plans, communication cadences, regular check-ins, and business reviews.
- Understand each partner’s business model, client base, goals, and operating needs.
- Serve as the senior point of contact for partner questions, escalations, planning, and ongoing collaboration.
- Identify opportunities to deepen relationships and increase the value provides to each partner.
- Own the partner implementation experience from initial handoff through launch and ongoing optimization.
- Define best practices for onboarding different partnership models, including health plans, digital health companies, benefits administrators, TPAs, HRIS platforms, and others
- Develop repeatable implementation frameworks, onboarding plans, project templates, checklists, timelines, and readiness criteria.
- Create partner-facing and internal enablement materials that clarify roles, responsibilities, milestones, processes, and escalation paths.
- Establish scalable workflows for partner onboarding, client introductions, implementation support, and post-launch engagement.
- Identify opportunities to standardize, automate, and improve partner onboarding without losing a high-touch experience.
- Coordinate cross-functional implementation workstreams and ensure commitments, risks, dependencies, and decisions are clearly documented.
- Continuously evaluate onboarding performance and refine processes based on partner feedback, client outcomes, and internal learnings.
- Develop and deliver partner training, webinars, workshops, office hours, and other enablement programs.
- Ensure partners understand ’s products, ideal customer profile, implementation process, and value proposition.
- Support smooth handoffs between partner, Sales, Implementation, and Customer Success teams.
- Monitor partner and referred-client performance, including activation, utilization, engagement, retention, satisfaction, and expansion opportunities.
- Conduct regular performance reviews with partners and translate data into clear recommendations and action plans.
- Identify risks early and coordinate timely resolution of partner or client issues.
- Partner with Customer Success to ensure partner-referred clients achieve strong adoption and long-term value.
- Identify opportunities to expand partnerships through additional clients, products, geographies, or benefit programs.
- Act as the voice of the partner internally, surfacing recurring needs, operational issues, product feedback, and market opportunities.
- Influence Product, Operations, Support, and Implementation priorities based on partner and client insights.
- Build and maintain partner playbooks, standard operating procedures, reporting, and documentation.
- Establish clear ownership and communication across teams involved in partner relationships.
- Maintain accurate partner activity, health, opportunities, commitments, and next steps in ’s CRM and internal systems.
- Help shape the operating model and best practices for ’s growing partner ecosystem.