Insurity

Customer Success Manager

• Manage the day-to-day operations of the Insurity Partner Program and assigned Partners
• Oversee Partner onboarding and ongoing lifecycle management
• Serve as the primary operational point of contact for assigned Partners
• Manage inbound Partner requests from initial engagement through exit
• Perform due diligence on new Partner signup requests and present the Program
• Support joint GTM business plans and execute tactical initiatives
• Communicate resources, training, product materials, marketing assets, Portal guidance, and QBR/EBR coordination
• Support Partner renewals and structured Partner exit processes
• Manage Partner communications, newsletters, event invitations, sponsorships, and Partner Day attendance
• Create Partner and contact records in SFDC PRM and ensure systems, environments, and tools are in place
• Maintain lead forecasting, deal registration, opportunity tagging, and SFDC CRM/PRM updates
• Manage Partner sales pipeline processes and overlap checks
• Process Partner legal agreements with internal stakeholders
• Own Partner Sales Assist Fee/referral fee calculations and payment tracking with Finance
• Coordinate joint Partner marketing and sales activities, campaigns, events, Campaign-in-a-Box, and Deal-in-a-Box initiatives
• Monitor and report Partner performance, including annual tiering reviews
• Manage PRM Partner Portal operational support
• Create and maintain Partner agreements, Program guidelines, GTM sales kits, and enablement assets
• Analyze operational and performance metrics to identify improvement opportunities
• Develop and implement automation and agentic AI-driven process improvements
• Help design and launch an Operations AI Fleet of agents to automate Partner tasks
• Drive continuous improvements in Partner experience and Program operations
• Perform other related duties as assigned

Partner Success Manager

Consultant

• Conduct discovery sessions with sales executives and prospective customers to understand needs, business requirements, and evaluation steps
• Compose and deliver value-based software demonstrations and presentations for prospective customers, in person and remotely
• Personalize presentation materials and articulate sales messages differentiating Insurity solutions
• Support all phases of the sales cycle
• Lead coordination and completion of customer proposals, RFPs, RFIs, written responses, and other documentation
• Provide limited post-sale support to key customers and project/implementation teams
• Build and deliver presentations at industry events and trade shows
• Maintain competitive information databases, battle cards, go-to-market materials, and collateral with Product Marketing
• Consult with customers on technical implications of migration to Insurity cloud solutions with Cloud Operations and Professional Services
• Lead client-facing discovery sessions to analyze customer integrations, document business requirements and technical constraints, and deliver integration rework guidance

Senior Solution Consultant, Data and Analytics

Solutions Engineer

• Conduct discovery sessions with prospective customers to understand needs, agree on business requirements, and define evaluation steps
• Compose and deliver value-based software demonstrations and presentations, in person and remotely, personalized to prospective customers
• Support all phases of the sales cycle and lead coordination and completion of proposals, RFPs, RFIs, written responses, and required documentation
• Provide limited post-sale support to key customers and project/implementation teams to ensure smooth transition
• Build and deliver presentations at industry events and trade shows
• Maintain competitive-information databases, battle cards, go-to-market materials, and collateral with Product Marketing
• Consult with customers on technical implications of migration to Insurity cloud solutions with Cloud Operations and Professional Services
• Lead client-facing discovery sessions, analyze existing integrations, document business requirements and technical constraints, and provide integration rework guidance
• Improve, perform, and maintain the active sales lifecycle for Insurity insurance software products
• Help sales executives determine prospect requirements and supporting business cases
• Demonstrate that Insurity can solve customer problems and is preferable to competing offerings

Partner Success Manager

Senior Solution Consultant, Data and Analytics

Senior Solutions Consultant – Data and Analytics