Partner Success Associate

What You’ll Do

• Service and support existing and new contracted clients.
• Meet or exceed quota on a specific named book of clients by maintaining consistent engagement efforts in line with service expectations.
• Lead virtual or in-person training sessions, proactively engage low-utilization users, and drive the daily success of our B2B2C funnel.
• Monitor our B2C referral pipeline and support B2B clients as their residents consider our services.
• Consistently collect customer feedback on product, process, and pricing changes.
• Execute day-to-day responsibilities related to managing, adjusting, and expanding existing business with accuracy, timeliness, and consistency.
• Analyze, review, or maintain client performance and feedback data to support business needs.
• Partner with Account Management and the broader GTM team to support high program usage.
• Communicate updates, risks, blockers, and recommendations clearly and proactively.
• Identify opportunities to improve training materials, client communication, and user engagement strategy.
• Use data, judgment, and business context to inform decisions and recommendations.
• Manage assigned work independently and follow through on commitments, deadlines, and deliverables.
• Ensure work is completed in accordance with applicable policies, procedures, standards, and regulatory requirements.

Required Qualifications

• 2+ years of experience in B2B sales.
• Experience with Hubspot (or a similar CRM), Google Suite, Excel, LinkedIn SalesNav, Zoom (or similar video conferencing tools) is required.
• Strong understanding of pipeline management and selling through a structured sales methodology like Challenger, with the ability to apply that framework dynamically in new contexts.
• Proven ability to manage client-facing relationships, deliver training and account management initiatives, and collaborate cross-functionally with GTM, Partner Success, Customer Success, and Marketing teams in a fast-paced environment.
• Bachelor’s degree in Business, Finance, English Literature, Communications, Psychology, or equivalent practical experience.

Preferred Qualifications

• Experience working in a regulated, client-facing environment.
• Experience using Power BI, ZoomInfo, Monday.com, Enable.Us (or similar data room tools), Gong, and ALN.
• Exposure to the commercial multifamily real estate industry, proptech, or insurance.
• Prior experience in the commercial multifamily real estate industry, consumer credit, lending, or B2B SaaS.
• 2+ years of experience in the multifamily industry.

Benefits

• Medical, dental, & vision insurance, beginning day one
• Health savings account with employer contribution
• Flexible spending accounts (healthcare, dependent care, commuter)
• 401(k)
• Generous PTO and paid holidays
• In-office lunch Perk
• Flexible working hours
• Paid parental leave
• Company sponsored short and long term disability