Partner Success Manager - Account Growth & Inside Sales

Community Tax LLC • Chicago, IL

8d • $0 - $50,000 • Hybrid

About The Position

Community Tax is seeking a Partner Success Manager to manage, develop, and grow relationships with their referral partners. This role is a blend of relationship management and consultative sales, focusing on helping existing partners succeed with Community Tax by building relationships, increasing referral activity, solving problems, re-engaging inactive accounts, and identifying additional valuable solutions. It is not a high-pressure sales or traditional customer service role, but rather for someone who is a relationship builder with commercial instincts.

Requirements

• 2+ years of relevant experience in account management, inside sales, partner or customer success, relationship management, business development, or a comparable client-facing role preferred.
• Strong relationship-building, verbal, and written communication skills.
• Comfortable with consultative selling and persuasive business conversations.
• Strong organization, prioritization, and follow-through.
• Ability to manage multiple accounts, priorities, and commitments.
• Comfortable using CRM technology, screen share demo/presentation technology and maintaining accurate account activity.
• Ability to recognize account trends, risks, and growth opportunities.

Nice To Haves

• Experience in tax services, financial services, SaaS, professional services, affiliate/referral programs, or another relationship-driven business environment is helpful but not required.

Responsibilities

• Manage an assigned portfolio of Community Tax referral partners and serve as their primary day-to-day point of contact.
• Onboard new partners and help them successfully make their first referral.
• Build strong relationships and understand each partner's business and referral needs.
• Conduct regular check-ins and proactive account outreach.
• Monitor referral activity, engagement, and overall account health.
• Recognize when activity slows or changes, find out why, and work to re-engage the partner.
• Identify opportunities to increase referrals and expand productive partner relationships.
• Answer questions, solve problems, and coordinate with internal teams when assistance is needed.
• Introduce additional Community Tax products and solutions when they can provide genuine value.
• Maintain accurate account activity, notes, and follow-up within our CRM.
• Introduce, demonstrate, and sell CTAX Intelligence, our subscription-based SaaS transcript solution.
• During tax season (approximately March-May), assist the consumer sales organization by managing increased demand, receiving Phase One tax resolution sales training, working with prospective clients, explaining services, and helping clients enroll.
• Attend industry trade shows, conferences, partner meetings, and partner events.

Benefits

• Base Salary: $50,000
• 10%–20% annual performance bonus opportunity, paid quarterly based on applicable partner performance measures.
• CTAX Intelligence revenue incentive on qualifying revenue collected within onboarded and assigned accounts.
• Additional Phase One sales incentives during the March–May tax-season sales assignment.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed