Supports active partners and partner customers by resolving operational questions, coordinating escalations, and triaging payment or reporting issues. The role requires 2+ years in customer success, account management, or partner support, strong cross-functional communication, and Salesforce or similar CRM experience.
Salary not listed
Hybrid2+ YOECustomer Success
About the role
Responsibilities
Partner Collaboration
Act as a first point of contact for partner and customer operational questions, resolving routine partner-related customer issues.
Help partners understand onboarding, lead submission, customer benefits, and escalation processes.
Coordinate follow-up between partners, partner managers, and internal teams to ensure issues are resolved promptly.
Sales Execution
Own partner-related support escalations from intake through follow-up, gathering details and routing issues to the appropriate internal team.
Provide status updates on open partner and customer issues to partner managers, partners, and stakeholders.
Identify recurring escalation trends and process gaps that may require broader operational improvements.
Revenue Growth and Lead Management
Support partner managers with routine operational needs to reduce bottlenecks and increase team capacity.
Use dashboards and reports to answer partner and partner manager questions.
Distribute standardized partner-facing reports to maintain visibility and alignment.
Cross-functional Collaboration
Communicate with Support, Billing, Finance, Sales, Partner Managers, and other internal teams to coordinate support for partner sales initiatives.
Align with Partner Managers and Partner Operations/Data teams on scalable systems, commissions, dashboards, and reporting.
Reporting and Payment Question Triage
Gather information for commission, rebate, and payment inquiries.
Triage and route complex payment or reporting questions to the appropriate internal owner.
Requirements
2+ years of experience in customer success, account management, or partner support, preferably in an SMB-focused SaaS environment.
Ability to work effectively in a highly cross-functional environment, balancing external partner communication with internal coordination.
Track record of managing support escalations and coordinating follow-through to resolution.
Strong communication, presentation, and negotiation skills.
Ability to adapt, multitask, and thrive in a fast-paced sales and support environment.
Experience using Salesforce or a similar CRM for tracking, pipeline monitoring, and maintaining accurate account records.
Proficiency in Zoom or similar video conferencing tools.
Nice-to-haves
Bachelor's degree in Business, Marketing, Sales, or a related field.
Experience in the dental or medical industry.
Experience in channel sales support, partner operations, or a partner-led success model.
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