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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in partner management and operations within the SaaS and fintech sectors, with a strong focus on relationship building, lead tracking, and project management. Proficient in Salesforce configuration and partner tooling to enhance partner performance and collaboration.
Highest-signal resume keywords
Partner ManagementSalesforce ConfigurationProject ManagementLead TrackingPartner Tooling
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Partner ManagementLead TrackingReferral ProcessesSalesforceProject ManagementCampaign ExecutionData Quality ManagementDashboard CreationPartner EnablementAccount Mapping
Soft Skills
Excellent CommunicationOrganizational SkillsDetail-OrientedTrust BuildingCross-Functional Collaboration
Tools & Technologies
SalesforcePartnerStackCrossbeamMarketing Automation ToolsReporting Tools
Certifications & Qualifications
Salesforce Admin Certification
Industry Keywords
SaaSFintechPaymentsSubscription BillingRecurring Revenue Models
About the role
Key responsibilities & impact- Own day-to-day relationships with payments partners, ISVs, and advisors as the primary Recurly contact.
- Hold regular business reviews to track pipeline, joint goals, and partner health.
- Identify partner needs and escalate feedback to internal teams.
- Monitor partner activity and re-engage inactive partners.
- Own the end-to-end mutual referral process, including intake, routing, handoff, and Sales follow-up.
- Drive, track, and report on partner-sourced and partner-influenced leads and opportunities.
- Maintain referral definitions and SLAs.
- Work with Sales leadership to improve partner-lead conversion and identify bottlenecks.
- Plan and coordinate partner enablement sessions covering Recurly's product, positioning, and sales motion.
- Run joint account mapping and coordinate joint account plans and co-selling with AEs.
- Execute joint marketing campaigns with partners from concept through launch and reporting.
- Own and maintain shared partner content, including landing pages, presentations, case studies, and co-marketing collateral.
- Own Recurly's Salesforce configuration for partner management, including partner account structures, referral objects, opportunity workflows, and reporting.
- Partner with Sales Ops and Marketing Ops on data quality, lead routing, and partner attribution.
- Build and maintain dashboards for leadership visibility into partner performance.
- Collaborate with Product, Marketing, Customer Success, and Finance on partner programs and priorities.
- Bring partner and merchant feedback into product and go-to-market planning.
- Represent Recurly at partner events, webinars, and joint customer sessions as needed.
Requirements
What you’ll need- 3-5+ years of experience in partner management, channel management, partner operations, or a related ecosystem role in SaaS, fintech, or payments.
- Hands-on experience managing partner relationships day to day, including referral processes, lead tracking, and partner reviews.
- Working knowledge of Salesforce, with experience configuring or administering partner-related objects, workflows, or reports. Admin certification is a plus.
- Experience with partner tooling such as PartnerStack, Crossbeam, or similar platforms.
- Familiarity with payments, subscription billing, or recurring revenue models.
- Strong project management skills, with the ability to run enablement programs, campaigns, and content processes end to end.
- Excellent communicator who can work across functions and build trust with partners and internal stakeholders.
- Organized, detail-oriented, and comfortable owning many moving parts at once.
- Based in the US (Austin), with willingness to travel periodically.
Benefits
Comp & perks- Medical, dental and vision benefits
- Life insurance
- Short- and long-term disability
- Hospital indemnity
- Critical illness coverage
- Employee accident protection
- Health savings account (HSA) with company contribution
- Flexible spending account (FSA) options
- Employee assistance program
- Legal Insurance
- Pet Insurance
- 401(k) Retirement Plan and company match
- Flex Time Off
- Company Events
- Training/Development
- Tuition reimbursement
- Commuter benefits
- Volunteer opportunities
- Reasonable accommodations for candidates with disabilities in the recruiting process
