Swyft Filings

Customer Success Manager

• Take ownership of newly signed partnerships following the sales handoff and lead partners through onboarding, implementation, activation, and go-live
• Develop and manage partner launch plans, timelines, milestones, dependencies, and deliverables
• Coordinate with Product, Engineering, Operations, Marketing, Sales, and other internal teams to support successful partner launches
• Serve as the primary point of contact for assigned partners and maintain strong, productive relationships
• Monitor partner performance, engagement, utilization, customer acquisition, and revenue
• Conduct regular partner check-ins and business reviews with partners to discuss performance, opportunities, challenges, and next steps
• Identify and pursue opportunities to increase partner adoption, revenue, and penetration across Beacon Nonprofit, SnapMailbox, and 360 Legal Forms
• Proactively identify implementation or account risks and coordinate internal resources to resolve issues
• Gather partner feedback and share product needs, operational insights, and growth opportunities with internal teams
• Maintain accurate partner activity, implementation status, performance, opportunities, and next steps in HubSpot CRM
• Help develop scalable processes for partner onboarding, activation, account management, and growth
• Success measured by activating and launching newly signed partners, reducing time to go-live, maintaining engagement and retention, increasing revenue and customer acquisition, expanding adoption, resolving risks, maintaining accurate records, and building scalable partner success processes

Partner Success Manager