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Partner Success Manager
Swyft Filings. Take ownership of newly signed partnerships following the sales handoff and lead partners through onboarding, implementation, activation, and go-live .
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- Bachelor's degree in Business, Marketing, Communications, Business Administration, or a related field preferred
- Two or more years of experience in partnerships, account management, customer success, partner success, implementation, or a related B2B role
- Experience managing business relationships through implementation, launch, and ongoing account management
- Strong project management skills with the ability to coordinate multiple stakeholders, priorities, and timelines
- Strong relationship management, communication, organization, and problem-solving skills
- Experience identifying account growth, adoption, expansion, or cross-sell opportunities
- Ability to analyze partner performance and translate data into clear actions and recommendations
- Experience working cross-functionally with Product, Engineering, Operations, Sales, Marketing, or similar teams
- Experience with B2B SaaS, technology, legal, financial, compliance, nonprofit, or professional services solutions preferred
- Proficiency with CRM and account management platforms such as HubSpot or similar tools
- Self-motivated and comfortable working independently in a results-driven remote environment