Skip to content
FinQueryFinQueryAtlanta, GA

Partner Success Manager

Serve as primary advocate for Managed Service Partners and Resellers. Drive onboarding, strategic relationship management, renewals, growth plans, feedback to product, and co-marketing to maximize engagement, retention, and channel expansion in a SaaS environment.

Salary not listed
Hybrid3+ YOECustomer Success

About the role

How You Will Make an Impact

Partner Onboarding and Enablement: Work with channel, sales and technical teams to ensure a smooth transition for new Managed Service Partners and Resellers. Lead certifications, train partners and resellers on the FinQuery value proposition, and ensure they are equipped to support their end customers.

Strategic Relationship Management: Develop and maintain deep executive-level relationships within Managed Service Partners and Resellers, acting as the primary point of contact for the Partner Organization.

Proactive Communication and Documentation: Conduct regular partner business reviews (PBRs) and enablement meetings; utilize CRM to maintain an accurate record of Partner/Reseller growth metrics and action items.

Partner Retention and Loyalty: Monitor Partner/Reseller health metrics and engagement levels, taking corrective action to mitigate risks to the partnership and ensuring long-term program commitment.

Channel Growth: Identify opportunities for partners to expand their FinQuery practice, ensuring positive net revenue retention (NRR) through Partner- and Reseller-led service delivery.

Program Growth and Renewals: Manage the Partner and Reseller renewals process and program tiering, ensuring partners are meeting their contractual obligations while receiving the necessary support and pricing to remain competitive in the market.

Success Plans: Collaborate with Partners and Resellers to build Joint Business Plans, establishing critical growth milestones, shared business outcomes, and key performance indicators to aid the partner in achieving their practice goals.

Partner Advocacy and Issue Resolution: Act as an internal advocate to resolve technical or operational issues with a sense of urgency, ensuring they can maintain their service levels to end-users.

Partner Feedback Loop: Represent the voice of the Partner/Reseller to inform product and program roadmaps by collecting and analyzing feedback on channel-specific requirements and system improvements.

Channel Analytics: Utilize Partner and Reseller performance data and metrics to make informed decisions and provide actionable insights to help them scale their FinQuery practice.

Co-Marketing and Advocacy: Identify opportunities for Partners and Resellers to participate in joint marketing efforts, such as webinars, case studies, and partner spotlights.

The Expertise You'll Bring

  • 3-4 years experience in partner success, customer success, channel management, or account management within a SaaS or software company
  • Proven track record of creating Partner and/or Reseller growth plans and utilizing channel metrics to identify partnership health
  • 4-year degree or equivalent experience
  • Good communication skills, both written and verbal
  • Strong organizational skills and detail oriented
  • Demonstrated ability to build and maintain relationships with Managed Service Partners, Resellers, and executive stakeholders
  • Strong analytical and goal-oriented mindset
  • Emerging ability to recognize upsell and expansion opportunities and pass qualified leads to Sales
  • Expertise in managing customer contracts, program compliance, and renewal discussions
  • Experience working in G-Suite, and/or HubSpot

Skills

partner successchannel managementAccount ManagementSaaSCRMHubSpotg-suitejoint business plansnet revenue retentionpartner onboardingupsell identification
SentiLink

Enterprise Customer Success Manager

SentiLinkUnited States

Enterprise Customer Success Manager responsible for owning relationships with bank, credit union, and fintech clients. Duties include onboarding, regular business reviews, consultative fraud solutions, goal setting, and cross-functional collaboration in a Financial Services/Fraud domain. Requires 5-7 years CSM or Account Management experience.

130k – 150k/yr
Remote5+ YOECustomer Success
Betterment

401 Consultant

BettermentNew York, NY

Manage a book of strategic 401(k) clients as a trusted advisor, driving retirement plan success, participant outcomes, compliance, and financial wellness goals through strategy sessions, cross-functional collaboration, and continuous optimization.

85k – 118k/yr
Hybrid4+ YOECustomer Success
Justworks

Manager, Customer Experience Specialist

JustworksNew York, NY

Manager leading a team of Customer Experience Specialists to shift from reactive support to proactive product ownership. Responsibilities include operational excellence, AI/automation adoption, knowledge management, product partnerships with Engineering, and driving transformation initiatives.

109k – 136k/yr
Hybrid4+ YOECustomer Success
Prompt Health

Enterprise Billing Success Manager (B2B SaaS)

Prompt HealthUnited States

Enterprise Billing Success Manager serving as billing expert for Prompt's rehab therapy EMR platform. Onboard enterprise RCM teams, deliver training on best practices/reporting, provide ongoing support, build relationships, and drive customer success for large therapy organizations.

90k – 120k/yr
Remote5+ YOECustomer Success
Datadog

Technical Account Manager 3

DatadogBoston, MA +1

Technical Account Manager advising large customers on Datadog product adoption, IT operations optimization, and value realization. Requires hands-on cloud and scripting experience plus prior TAM work with enterprise cloud customers.

124k – 182k/yr
Hybrid5+ YOECustomer Success