Partner Success Manager

Coterie

18h • $90,000 - $105,000 • Remote

About The Position

The Partner Success Manager supports partner retention, operational success, and the overall partner experience across assigned accounts. The role provides strategic support to Partner Account Executives and serves as the primary relationship owner for designated lower-touch accounts.

The position focuses on service coordination, issue resolution, onboarding support, operational relationship management, and retention initiatives. It works closely with Partner Account Executives, Partner Development Managers, Insurance, Revenue Operations, and Technology teams to help deliver a seamless partner experience.

Requirements

• At least 3 years of experience in client success, account management, agency support, or partner operations.
• 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.
• Ability to de-escalate and resolve complex partner issues professionally.
• Problem-solving mindset.
• Bachelor’s degree in Business, Communications, Insurance, or a related field is preferred.

Nice To Haves

• Experience within insurance distribution, SaaS, or partner-driven organizations.
• Familiarity with CRM systems such as Salesforce or HubSpot and sales engagement tools.
• Knowledge of Property & Casualty insurance and agency operations.

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 in collaboration with internal teams.
• Maintain relationships with designated maintain 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 a culture of accountability, collaboration, innovation, and proactive relationship management.

Benefits

• Health insurance through Aetna, with premiums paid in full by the company.
• Dental and vision insurance through Guardian, with premiums paid in full by the company.
• Basic life insurance, with premiums paid in full by the company.
• Access to a flexible spending account or health savings account for employees using HSA-eligible plans.
• 401(k) plan with up to a 4% match and immediate vesting; participation requires employees to be at least 21 years old.
• Flexible PTO, offering up to 4 weeks in the first 12 months; thereafter, usage aligns with company standards and typically does not exceed 5 weeks per calendar year.
• 12 company-paid holidays each year.
• Annual continuing education stipend.
• Annual salary estimated at $90,000–$105,000 plus variable compensation.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level