Partner Success Manager
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Partner Success Manager managing Insurity’s insurance SaaS partner ecosystem. Driving onboarding, joint GTM activities, pipeline growth, and AI-enabled partner operations.
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 inbound 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 tactical initiatives
- Communicate resources, training, product materials, marketing assets, Portal guidance, and QBR/EBR coordination
- Support Partner renewals and structured Partner exit processes
- Manage Partner communications, newsletters, event invitations, sponsorships, and Partner Day attendance
- Create Partner and contact records in SFDC PRM 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
- Process Partner legal agreements with internal stakeholders
- Own Partner Sales Assist Fee/referral fee calculations and payment tracking 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 tiering reviews
- Manage PRM Partner Portal operational support
- Create and maintain Partner agreements, Program guidelines, GTM sales kits, and enablement assets
- Analyze operational and performance metrics to identify improvement opportunities
- Develop and implement automation and agentic AI-driven process improvements
- Help design and launch an Operations AI Fleet of agents to automate Partner tasks
- Drive continuous improvements in Partner experience and Program operations
- 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 how Partners generate qualified pipeline and revenue
- 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, written and oral 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
- Advanced experience and knowledge of SFDC CRM and SFDC PRM
- Advanced experience and knowledge of PRM Partner Portal administration and support workflows
- Advanced experience and knowledge of lead registration, opportunity management, and pipeline hygiene processes
- Advanced experience and knowledge of workflow, ticketing, project management, reporting, spreadsheet, dashboard, document, knowledge-management, enablement repository, automation, and agentic AI tools
- Travel required 0–20%
- Written and oral English communication
Benefits:
- Fully remote opportunities depending on 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 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
Similar Jobs
Partner Success Manager
Partner Success Manager managing Insurity’s SaaS insurance partner ecosystem. Driving onboarding, joint GTM pipeline, program operations, and AI automation improvements.
CRM Manager
CRM Manager driving personalized email, SMS, and push campaigns for a global sports organization. Optimizing fan lifecycle journeys through testing, analytics, and automation.
Manager, Client Success
Cyber Operations Client Success Manager leading client relationships, escalations, and service delivery for cybersecurity provider Optiv. Managing lifecycle operations, reporting, contractual compliance, and team development.
Field Reimbursement Manager, Neuroscience – Patient Engagement & Customer Solutions
Field Reimbursement Manager educating providers and resolving reimbursement barriers for J&J Neuroscience therapies. Managing access, fulfillment, and payer relationships across the Boston-area territory.
Field Reimbursement Manager, Neuroscience – Patient Engagement & Customer Solutions
Field Reimbursement Manager educating providers and resolving reimbursement barriers for Johnson & Johnson neuroscience therapies. Managing access relationships across Albany, Buffalo, Rochester, and Syracuse.
Field Reimbursement Manager – Neuroscience, Patient Engagement, Customer Solutions
Field Reimbursement Manager educating providers and resolving reimbursement barriers for Johnson & Johnson neuroscience therapies. Managing access support across the Portland, Salem, and Boise territory.
Field Reimbursement Manager, Neuroscience – Patient Engagement & Customer Solutions
Field Reimbursement Manager supporting provider reimbursement and patient access to Johnson & Johnson neuroscience therapies. Managing a Denver-area territory spanning Colorado and Nebraska.
Field Reimbursement Manager, Neuroscience – Patient Engagement & Customer Solutions
Field Reimbursement Manager supporting reimbursement and patient access for Johnson & Johnson neuroscience therapies. Educating providers and resolving payer, fulfillment, and affordability barriers across the Los Angeles territory.
Field Reimbursement Manager, Neuroscience – Patient Engagement & Customer Solutions
Field Reimbursement Manager supporting Texas healthcare providers with reimbursement and patient access to Johnson & Johnson neuroscience therapies. Managing field relationships, access barriers, and payer processes across the San Antonio territory.
Field Reimbursement Manager, Neuroscience – Patient Engagement & Customer Solutions
Field Reimbursement Manager educating providers on reimbursement and access for Johnson & Johnson neuroscience therapies. Supporting Pittsburgh-area accounts and resolving patient affordability barriers.
Field Reimbursement Manager, Neuroscience – Patient Engagement & Customer Solutions
Field Reimbursement Manager educating providers and resolving reimbursement barriers for Johnson & Johnson neuroscience therapies. Managing access support across Manchester, Springfield, Worcester, and Portland territories.
Field Reimbursement Manager – Neuroscience, Patient Engagement & Customer Solutions
Field Reimbursement Manager educating Los Angeles healthcare providers on reimbursement and patient access. Supporting Johnson & Johnson neuroscience therapies across payer and fulfillment challenges.
Field Reimbursement Manager, Neuroscience – Patient Engagement & Customer Solutions
Field Reimbursement Manager educating providers and resolving reimbursement barriers for Johnson & Johnson Neuroscience therapies. Managing access support across the Kansas City, Wichita, and Topeka territory.
Field Reimbursement Manager – Neuroscience, Patient Engagement & Customer Solutions
Field Reimbursement Manager supporting provider reimbursement and patient access for Johnson & Johnson neuroscience therapies. Educating HCPs, resolving coverage barriers, and managing the Edison territory.
Field Reimbursement Manager, Neuroscience – Patient Engagement & Customer Solutions
Field Reimbursement Manager helping providers secure access to Johnson & Johnson neuroscience therapies. Educating healthcare offices on reimbursement, coding, coverage, and affordability solutions.
Field Reimbursement Manager, Neuroscience – Patient Engagement, Customer Solutions
Field Reimbursement Manager helping J&J Neuroscience patients overcome reimbursement and access barriers. Educating providers and coordinating support across a multistate territory.
Field Reimbursement Manager, Neuroscience – Patient Engagement, Customer Solutions
Field Reimbursement Manager educating healthcare providers and resolving reimbursement barriers for Johnson & Johnson neuroscience therapies. Managing access support across Atlanta and South Carolina territories.
Field Reimbursement Manager, Neuroscience – Patient Engagement, Customer Solutions
Field Reimbursement Manager educating Ohio healthcare providers on reimbursement and access. Resolving patient affordability barriers for Johnson & Johnson neuroscience therapies.
Field Reimbursement Manager, Neuroscience – Patient Engagement & Customer Solutions
Field Reimbursement Manager supporting reimbursement and patient access for Johnson & Johnson neuroscience therapies. Educating providers and resolving coverage barriers across a multi-state territory.
Field Reimbursement Manager, Neuroscience – Patient Engagement & Customer Solutions
Field Reimbursement Manager helping J&J patients access Neuroscience therapies across Southern California and Las Vegas. Educating providers on reimbursement, coding, coverage, and affordability solutions.