Partner Success Associate
Supports partner relationships, business reviews, administrative requests, reporting, and client education while helping drive retention and repeat business. Requires 1–3 years of client-facing experience, strong communication and organizational skills, and proficiency with office productivity tools.
About the job
Responsibilities
- Partner with Partner Success Managers and top partners to identify opportunities for value creation.
- Manage a small book of business consisting of partner relationships.
- Support team KPIs, including partner repeat business, NPS, and churn.
- Schedule and prepare partner business reviews, including plan status updates and plan health checks.
- Participate in education meetings for plan participants.
- Create and maintain the team wiki and knowledge base.
- Manage administrative partner requests and update CRM records.
- Answer inbound phone lines, route inquiries, and ensure follow-up completion.
- Collaborate with product and internal stakeholders on platform enhancements related to legislation and quality control.
- Use reporting functionality to research and clarify information for partners.
Requirements
- 1–3 years of experience in a client-facing role.
- Strong commitment to superior service.
- Effective cross-team collaboration skills.
- Ability to work in a fast-paced environment.
- Positive and proactive attitude.
- Proficiency with Excel, Google Sheets, Word, Google Docs, Adobe Acrobat, and network directories.
- Excellent attention to detail and accuracy.
Nice-to-Haves
- Knowledge of retirement plans and financial products.
- ASPPA certifications or credentials.
- Spanish-language proficiency.
Compensation and Benefits
- Base salary: $55,000–$70,000 annually.
- Eligible for the company bonus pool and new-hire equity.
- Comprehensive health benefits, generous time off, employee wellbeing programs, hybrid work flexibility, and a competitive 401(k) plan.
Skills
Excel, Google Sheets, Microsoft Word, Google Docs, Adobe Acrobat, CRM, Knowledge Base, Nps, Retirement Plans, Financial Products
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