Partner Success Manager

Partner Success Manager

Requirements

• Have a bachelor’s degree or equivalent experience
• Experience with managing multiple projects for both internal and external parties
• Experience implementing systems and processes for internal teams
• Familiarity with project and sales management software such as Asana, Salesforce, Notion, Linear, Dato, etc.
• Have great written communication skills
• Excited to work in a high-paced environment
• Pay extremely close attention to detail
• Work efficiently and independently, but know when to ask for help
• Understand how to prioritize your work and keep an organized, clean inbox
• Have excellent critical thinking skills and enjoy problem-solving
• A desire to improve both internal and external processes and products
• Delight in providing an exceptional customer experience
• Be curious about the US banking system

Responsibilities

• Work closely with the partnership team to execute on team-wide initiatives and opportunities
• Drive pre-event and post-event activations for the partnership team
• Drive new partner activation and onboarding
• Project management
• Reporting daily, monthly, and quarterly analytics to our partners
• Work internally with strategic partner managers, customer support, revenue operations, compliance, onboarding, sales, marketing, and relationship management teams on behalf of our partners and their referrals
• Work with different types of partners and their referrals that include, Startups, Communities, VCs, Accelerators, Incorporators, Affiliates, Accountants, and more
• Provide top-tier customer service for both our partners and our partner referrals
• Communicate with both partners and their referrals via Slack groups, personal email, our internal ticketing system, and phone calls
• Work through an email inbox in our ticketing system
• Willingness to travel and attend partner events (up to 20% travel)

Preferred Qualifications

No preferred qualifications provided.