Tapcheck

Representative

• Follow up with event attendees and manage the events-to-demo pipeline
• Advance prospects from event attendance through scheduled and completed demos
• Reduce lead leakage caused by the channel team's travel schedule
• Write handoff briefs for Partner Sales
• Respond to and triage inbound partner inquiries
• Route inquiries to the appropriate owner across channel and Express
• Contact Express partners who opted out and work to convert them to Precision
• Conduct outbound prospecting to build net-new partner opportunities
• Map payroll, HCM, PEO, and broker landscapes to identify high-value targets
• Research prospective partners' client bases, integrations, and existing EWA relationships
• Articulate Tapcheck's value and handle early-stage objections
• Maintain and improve internal and partner-facing operational reporting
• Track outreach performance, meetings booked, and partner-sourced pipeline
• Test messaging and sequences to improve results
• Share market and competitive insights with Sales, Marketing, and Product
• Drive engagement with SMB accounts within larger partners such as ADP Instant Activation
• Report to the Director of Partnerships and collaborate with Partner Sales and the Express team

Partnership Development Representative

Customer Success Manager

• Own the full digital customer success book of business end to end, managing up to 2,000+ small business accounts
• Maintain accountability for retention, adoption, usage, and churn across the portfolio
• Lead churn conversations and execute save plans
• Drive expanded product usage across the portfolio
• Proactively identify account risk before it becomes a churn issue
• Track account health, usage trends, and engagement signals to prioritize outreach
• Maintain accurate account data, engagement history, and health status in Salesforce and Customer Success tooling
• Partner with the Digital Customer Marketing Manager to build email campaigns, in-app guidance, webinars, and self-serve resources
• Establish and improve processes, content, playbooks, and workflows for scaled engagement
• Drive product adoption and proactive engagement across the digital portfolio
• Identify at-risk accounts and execute retention strategies
• Surface expansion and growth opportunities
• Collaborate with Customer Success, Support, and Product teams
• Bring customer feedback and portfolio-level insights to inform product and process decisions

Digital Customer Success Manager

Account Manager

• Lead, manage, coach, and develop a team of partner managers
• Own aggregate partner revenue, forecasting, operating cadence, and forecast accuracy
• Design partner coverage so every partner has a named owner and plan
• Run structured quarterly business reviews with active strategic partners
• Bring mutual client counts, adoption, revenue trajectory, and commitments to partner reviews
• Convert QBRs into documented plans with owners and deadlines
• Identify at-risk partnerships and drive interventions before renewal issues arise
• Build and execute growth plans for existing partners
• Increase adoption and penetration through joint campaigns, co-selling, and in-product placement
• Diagnose underperformance across enablement, incentives, integrations, and attention
• Partner with leadership on tiering, incentives, and commercial terms
• Identify, prioritize, source, negotiate, and launch new payroll, HRIS, HCM, WFM, and ERP platform partnerships
• Represent Tapcheck at industry and partner events and leverage professional networks
• Build and deliver partner-facing training, certification, and sales assets with Enablement
• Establish partner support models, escalation paths, response expectations, and mutual-client ownership
• Measure enablement through changes in partner behavior
• Collaborate with Sales on partner-sourced opportunities
• Align with Marketing on co-marketing, campaigns, and partner-sourced demand generation
• Communicate partner and integration requirements to Product
• Partner with RevOps on attribution, reporting, and pipeline instrumentation