Partner Success Representative
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Job Description
Partner Success Representative focusing on building relationships with B2B partners. Working remotely to promote sales and provide product training for Optiom's offerings.
Responsibilities:
- Build strong relationships with existing Broker and Dealer partners to confidently promote and sell Optiom’s products to consumers
- Deliver engaging product, sales, and Dealer Tool training to finance offices and B2B partners (in person and virtually)
- Conduct presentations for new and existing partners to support business development and product adoption
- Set and execute strategic plans to drive national business and revenue growth with current partners
- Research, plan, and implement strategic initiatives in alignment with direction from the BC Partner Success Manager
- Support the development and rollout of product training materials, including presentations and LMS modules
- Coordinate regular partner visits and meetings to strengthen relationships and promote Optiom’s offerings
- Gather and share market feedback on product performance, opportunities, and concerns
- Stay informed on product applications, market conditions, and competitor activity to support strategic decision-making
- Analyze sales and training reports to identify trends, measure effectiveness, and adjust strategies as needed
- Maintain accurate records of sales, marketing, and partner activity within the CRM
- Support the seamless implementation of product updates and changes across Optiom’s partner network
- Create engagement and momentum through sales contests, incentives, and partner events
- Represent Optiom at relevant industry events and conferences
Requirements:
- Proficiency in Microsoft Office and CRM software
- Previous experience in customer service, insurance, or vehicle sales is considered an asset
- Strong understanding of market dynamics and competitive landscapes
- Excellent verbal and written communication, presentation, and negotiation skills
- Strategic, creative thinker with a solutions-focused mindset
- Proven ability to build strong relationships and rapport with partners and stakeholders
- Highly organized with strong time management and planning skills
- Self-motivated, entrepreneurial, and comfortable working in a hands-on environment
- Ability to successfully pass a criminal record check
Benefits:
- Inclusion and Equal Opportunity Employment
- Accessible candidate experience for prospective employees with different abilities
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