Partner Success Manager
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Job Description
Partner Success Manager managing Insurity’s SaaS insurance partner ecosystem. Driving onboarding, joint GTM pipeline, program operations, and AI automation improvements.
Responsibilities:
- Manage the day-to-day operations of the Insurity Partner Program and assigned partners
- Oversee partner onboarding and ongoing lifecycle management
- Serve as the primary operational point of contact for assigned partners
- Manage partner requests from initial engagement through exit
- Perform due diligence on new partner signup requests and present the program
- Support joint GTM business plans and execute agreed tactical initiatives
- Communicate resources, training, product materials, marketing assets, portal guidance, and QBR/EBR coordination
- Support partner renewals and structured partner exits
- Manage partner newsletters, event invitations, sponsorships, and Partner Day attendance/sponsorship sales
- Create partner and contact records in SFDC PRM, assign training, and ensure systems, environments, and tools are in place
- Maintain lead forecasting, deal registration, opportunity tagging, and SFDC CRM/PRM updates
- Manage partner sales pipeline processes and overlap checks
- Manage partner legal agreement processing with internal stakeholders
- Calculate and track Partner Sales Assist Fees/referral fee payments with Finance
- Coordinate joint partner marketing and sales activities, campaigns, events, Campaign-in-a-Box, and Deal-in-a-Box initiatives
- Monitor and report partner performance, including annual tier promotion/relegation reviews
- Support PRM Partner Portal operations and provide operational guidance
- Create and maintain partner agreements, program guidelines, GTM sales kits, and enablement assets
- Analyze operational and performance metrics to identify trends, issues, and improvement opportunities
- Develop and implement approved automation and agentic AI process improvements
- Drive continuous improvements in partner experience and program operations
- Help design and launch an Operations AI Fleet of agents
- Perform other related duties as assigned
Requirements:
- 5–7 years of relevant business experience in enterprise SaaS Partner Success Management or a closely related role
- Bachelor’s degree in a related field; equivalent work experience may be considered
- Strong understanding of the Insurity Partner Program, Partner lifecycle management, and Partner-led GTM motions
- Working knowledge of Insurity products, SaaS/BaaS positioning, and partner pipeline and revenue generation
- Familiarity with Partner scorecards, tiering models, incentive programs, and co-sell/referral processes
- Working knowledge of enterprise software operations; insurance/P&C market familiarity preferred
- Advanced ability in documentation and communications, analytical and critical thinking, English communication, time management, prioritization, organization, project management, process analysis, data analysis, SaaS systems and workflows, change management, coaching, training, presentation, and partner advocacy
- Advanced experience with SFDC CRM and SFDC PRM
- PRM Partner Portal administration and support workflows
- Lead registration, opportunity management, and pipeline hygiene processes
- Workflow, ticketing, and project management tools
- Reporting, spreadsheet, and dashboard tools
- Document, knowledge-management, and enablement repositories
- Automation and agentic AI tools for Partner operations
- Applicable insurance, Salesforce/SFDC PRM-related, or partner ecosystem/channel program certifications are nice to have
- Travel required 0–20%
- English is necessary to communicate with clients, partners, and colleagues outside Quebec
- Candidates for permanent positions in Quebec must speak French
Benefits:
- Flex First Workforce with fully remote opportunities depending on role and location
- Open PTO Policy
- Comprehensive health coverage
- Employer-matched retirement savings
- Award-winning onboarding program
- Mentorship program
- Full access to LinkedIn Learning and Kaplan
- Discounted tuition for employees and family through University of Arizona Global Campus
- Employee Referral Bonus program
- Medical insurance
- Dental insurance
- Vision insurance
- 401(K) match
- Paid maternity leave
- Paid paternity leave
- Disability insurance
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