Partner Success Associate
Owns full-cycle sales on a named book of clients while training and supporting leasing teams to drive high utilization of fintech lease guarantee products. Requires 2+ years B2B sales experience and strong CRM/pipeline skills.
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
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