Partner Success Manager
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Job Description
Partner Success Manager supporting insurance partners using Coterie’s fast quoting platform. Managing onboarding, escalations, retention, and operational relationships across assigned accounts.
Responsibilities:
- Serve as the primary operational contact for assigned partners
- Support Partner Account Executives by managing service requests, escalations, and operational follow-through
- Coordinate onboarding, training, and enablement activities for partner organizations
- Manage and resolve partner issues by collaborating with internal teams
- Maintain relationships with designated maintained and lower-touch accounts
- Monitor partner satisfaction, engagement, and retention metrics
- Conduct regular check-ins and business reviews with assigned accounts
- Identify opportunities to improve partner experience and operational efficiency
- Track and manage partner requests and escalations in Salesforce and ticketing systems with Revenue Operations
- Collaborate with Insurance, Revenue Operations, and Technology teams to resolve partner concerns
- Support renewal, retention, and engagement initiatives
- Assist with partner communications, education, and process improvements
- Foster accountability, collaboration, innovation, and proactive relationship management
Requirements:
- Bachelor’s Degree in Business, Communications, Insurance, or related field preferred
- 3+ years of experience in client success, account management, agency support, or partner operations
- Experience within insurance distribution, SaaS, or partner-driven organizations preferred
- Familiarity with CRM systems such as Salesforce or HubSpot and sales engagement tools
- Strong customer service and relationship management background
- Experience managing operational workflows and escalations
- Experience creating business planning initiatives
- Strong relationship management and communication skills
- Ability to manage multiple priorities and partner relationships effectively
- Strong operational and problem-solving capabilities
- Ability to collaborate cross-functionally in a fast-paced environment
- Strong organizational and follow-through skills
- Knowledge of Property & Casualty insurance and agency operations preferred
- Ability to de-escalate and resolve complex partner issues professionally
- Applicants must be authorized to work in the United States without current or future visa sponsorship
Benefits:
- 100% remote
- Health insurance through Aetna (100% of premiums paid)
- Dental and vision insurance through Guardian (100% of premiums paid)
- Basic life insurance (100% of premiums paid)
- Flexible spending account (FSA) or health savings account (HSA)
- 401K plan with up to 4% match and immediate vesting
- Flexible PTO policy offering up to 4 weeks in the first 12 months
- PTO usage typically does not exceed 5 weeks per calendar year thereafter
- 12 company-paid holidays each year
- Continuing education annual stipend
- Variable compensation
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