Partner Success Manager

Insurity

. Manage the day-to-day operations of the Insurity Partner Program and assigned Partners .

Posted 9/21/2026full-timeRemote • United StatesMid-LevelSenior💰 $70,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Partner Success Management, including lifecycle management, operational support, and performance analysis. Proficient in utilizing SFDC CRM and PRM systems to enhance Partner engagement and drive revenue growth.

Highest-signal resume keywords

Partner Lifecycle ManagementSFDC CRM/PRM ExpertiseSaaS Business AcumenOperational Performance AnalysisPartner Enablement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Partner Success ManagementLead RegistrationOpportunity ManagementData AnalysisProject ManagementProcess AnalysisChange ManagementDocumentationAnalytical ThinkingTime Management

Soft Skills

Written CommunicationOral CommunicationOrganizational SkillsPrioritizationCoaching

Tools & Technologies

SFDC CRMSFDC PRMPRM Partner PortalAutomation ToolsAgentic AI Tools

Industry Keywords

Enterprise SaaSInsuranceP&C MarketPartner ScorecardsCo-sell Processes

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

5–7 years of relevant business experience in enterprise SaaS Partner Success Management or a closely related role
Bachelor’s degree in a related field (equivalent work experience may be considered)
Strong understanding of the Insurity Partner Program, Partner lifecycle management, and Partner-led GTM motions
Working knowledge of Insurity products, SaaS / BaaS positioning, and how Partners generate qualified pipeline and revenue
Familiarity with Partner scorecards, tiering models, incentive programs, and co-sell / referral processes
Working knowledge of enterprise software operations; insurance / P&C market familiarity preferred
Advanced ability in documentation and communications, analytical and critical thinking, written and oral English communication, time management, prioritization, organization, project management, process analysis, data analysis, business acumen, SaaS systems and workflows, change management, coaching, training, Partner enablement, meeting facilitation, and professional presentation
Advanced experience and knowledge of SFDC CRM and SFDC PRM
Advanced experience and knowledge of PRM Partner Portal administration and support workflows
Advanced experience and knowledge of lead registration, opportunity management, and pipeline hygiene processes
Advanced experience and knowledge of workflow, ticketing, project management, reporting, spreadsheet, dashboard, document, knowledge-management, enablement repository, automation, and agentic AI tools
Travel required 0–20%
Written and oral English communication

Benefits

Comp & perks

Fully remote opportunities depending on role and location
Open PTO Policy
Comprehensive health coverage
Employer-matched retirement savings
Award-winning onboarding program
Mentorship program
Access to LinkedIn Learning and Kaplan
Discounted tuition through University of Arizona Global Campus for employees and their families
Employee Referral Bonus program
Medical insurance
Dental insurance
Vision insurance
401(K) match
Paid maternity leave
Paid paternity leave
Disability insurance