National Success Manager

Openly

4h•Remote

About The Position

Openly is rebuilding insurance from the ground up, re-envisioning and enhancing every aspect of the customer experience. This requires a rapidly growing team of exceptional, curious, empathetic people with diverse skill sets. Openly was created to fill a market gap for premium insurance made simple, offering more complete coverage at competitive prices through cutting-edge data and technology. They provide customizable policies and focus on a better overall home insurance purchasing experience, from tailored claims handling to responsive customer service. At Openly, people are as important as the product, emphasizing collaboration, communication, and work-life balance. The company values integrity, empathy, teamwork, curiosity, and urgency, and is committed to Diversity, Equity, & Inclusion, believing diverse teams are winning teams. The hiring process is designed to allow candidates to present their strengths and learn about Openly. The National Success Manager will be a key member of the Business Development organization, responsible for managing and nurturing large strategic partnerships and agencies. This role focuses on driving growth, ensuring partner success, and identifying new opportunities to enhance long-term value. The ideal candidate possesses a strong analytical mindset, exceptional problem-solving abilities, and best-in-class relationship and project management skills to effectively lead projects and translate complex data into clear, measurable outcomes and strategic actions.

Requirements

Bachelor's degree in Business, Marketing, or a related field.
5+ years of experience in business development, account management, or strategic partnerships, preferably within a fast-paced technology or agency environment.
Advanced Excel skills, including data cleaning, pivot tables, lookups, and basic financial or business modeling.
Excellent communication, presentation, and interpersonal skills, with the ability to build rapport and influence at all levels.
Exceptional problem-solving and critical thinking abilities, with a track record of developing effective solutions.
Experience in identifying opportunities to drive revenue growth and implementing growth plans.
Strong project management skills, including the ability to manage multiple priorities and deadlines simultaneously.
Demonstrated ability to manage large, complex strategic partnerships and agencies.
Ability to work independently and as part of a collaborative team.
Eagerly seek new learnings and apply insights from challenging outcomes to continually iterate and strengthen long-term strategy.
Willingness and ability to travel up to 50% for industry events, conferences, and internal/external meetings.

Nice To Haves

CPCU designation, Property & Casualty Insurance Producer Licensee, and/or similar level of insurance continued education.
Insurance, fintech, or SaaS industry experience.
Experience with forecasting, capacity planning, or portfolio optimization.
Proficiency in CRM software (e.g., Salesforce), business intelligence tools (e.g., Data Studio), Google Workspace, and Slack.

Responsibilities

Develop and execute strategic account plans to maximize partner engagement and revenue growth.
Cultivate and maintain strong relationships with key decision-makers and executives at strategic partners and agencies.
Act as the primary point of contact for high-priority or escalated strategic account issues.
Represent the company at industry events and conferences, fostering networking opportunities and building brand presence.
Utilize strong analytical skills to pull and interpret data from multiple sources including Salesforce and Data Studio.
Analyze in Excel to model scenarios and support decisions by identifying trends, opportunities, and areas for improvement.
Proactively identify partner needs and challenges, providing innovative solutions and support.
Present data-driven insights and recommendations to partners and internal teams.
Lead and manage complex projects from inception to completion, ensuring timely and successful outcomes.
Collaborate cross-functionally across other Openly teams to align on partner strategies and initiatives.
Oversee the entire implementation process for new clients to ensure a smooth transition and accelerate their time-to-value by driving quick product utilization.
Stay abreast of industry trends, competitive landscape, and market shifts to inform partner strategies.

Benefits

Remote-First Culture - We supported #remotelife long before it was a given. We'll keep promoting it.
Competitive Salary & Equity
Comprehensive Medical, Dental, and Vision Plan Offerings
Life and disability coverage including voluntary options
Parental Leave - up to 8 weeks (320 hours) of paid parental leave based on meeting eligibility requirements (Birthing parents may be eligible for additional leave through STD)
401K Company Contribution - Openly contributes 3% of the employee's gross income, even if the employee does not contribute.
Work-from-home stipend - We provide a $1,500 allowance to spend on setting up your home workplace
Annual Professional Development Fund: Each employee has $2,000 in professional development (PD) funds to spend on activities or resources annually. We want each Openly employee to achieve personal and professional success and to feel supported, confident, and informed about improving their efficiency and productivity.
Be Well Program - Employees receive $50 per month to use towards your overall well-being
Paid Volunteer Service Hours
Referral Program and Reward
Depending on position, Employees generally are eligible for cash incentive compensation, including commissions for sales eligible roles. In all cases, eligibility for compensation and benefits is subject to applicable plan and policy terms in effect from time to time.