Partner Relationship Manager - Marketplace, Insurance and Retirement

About Us

PrismHR is the leading payroll, benefits, and HR software for Human Resource Outsourcing (HRO) organizations, including Professional Employer Organizations (PEOs) and Administrative Service Organizations (ASOs). Powering more than 80,000+ companies, 2.5 million worksite employees, and $85 billion in payroll processed annually, PrismHR is the most efficient, reliable, and scalable software solution to help PEOs and ASOs grow and prosper. The PrismHR platform is a complete, integrated HR solution supporting the full "hire-to-retire” lifecycle of HR services. And PrismHR provides a wide range of additional resources that go beyond just technology and support: PrismHR SEEDS sales and marketing program, the annual PrismHR LIVE Conference, and numerous learning opportunities throughout the year are all designed specifically to help PrismHR customers grow their business.

Position Summary
The Partner Relationship Manager is responsible for managing partners, scaling revenue and assist with optimizing strategic insurance benefits & retirement partnerships that drive revenue growth, product adoption, and an exceptional customer experience across the PrismHR ecosystem. This role serves as the primary point of contact for assigned partners and plays a critical role throughout the partner lifecycle – supporting new partner onboarding, ongoing relationship management, and collaboration with Advisory and Broker of Record (BOR) operations.

Compensation range: $95k - 104K

The Partner Relationship Manager works cross-functionally with Sales, Client Growth Managers (CGMs), Client Success, Product, Marketing, Finance, Legal, and Advisory Operations to ensure partners are positioned, enabled, and operationally aligned for success. This individual builds deep, multi-level relationships with partners, establishes shared goals, and performance expectations, and continuously identifies opportunities to improve adoption, operational effectiveness, and long-term growth.

This role is both strategic and execution-focused, requiring strong partner leadership, operational coordination, and the ability to navigate complex insurance and benefits environments while maintaining clear accountability and measurable outcomes.

Essential Duties and Responsibilities

1. Ongoing partner relationship management
• Serve as the primary relationship owner for assigned partners, maintaining strong, multi-threaded relationships across sales, operations, product, and leadership.
• Set and manage mutually agreed-upon annual goals and KPIs with each partner, including revenue targets, adoption metrics, service levels, and operational performance.
• Lead regular partner touchpoints and Quarterly/Annual Business Reviews focused on performance, pipeline, operational effectiveness, and strategic alignment.
• Collaborate with internal teams (Sales, CGMs, Client Success, Product, Marketing, Finance, and Advisory Operations) to ensure partner offerings are positioned, sold, and supported effectively.
• Act as an internal ambassador for partner offerings—ensuring sales teams are enabled, messaging is accurate, and expectations are clearly set.
• Identify growth opportunities within the PrismHR HRO ecosystem and implement targeted initiatives to increase penetration, adoption, and revenue.
• Facilitate ongoing feedback loops between partners and PrismHR Product/Operations teams to address issues, improve integrations, and enhance the overall offering.
• Support partner participation in PrismHR events (e.g., PrismHR LIVE), including sponsorship alignment and execution.
• Provide clear, consistent reporting on partner performance, risks, opportunities, and outcomes.
2. Onboarding New Partners
Own or support the structured onboarding of new insurance, benefits, and advisory partners to ensure readiness for launch, sales alignment, and operational success.
• Coordinate cross-functional onboarding efforts across Legal, Finance, Product, Sales Enablement, Marketing, and Advisory/BOR Operations.
• Support contract execution and alignment (e.g., commercial terms, commission structures, BOR requirements, data-sharing expectations).
• Partner with internal teams to define and document onboarding requirements, workflows, and readiness criteria prior to launch.
• Ensure new partners are properly enabled for PrismHR sales teams, including product training, positioning, processes, and support models.
• Partner with Marketing and Sales leadership to align go-to-market strategy, launch timing, and adoption goals.
• Act as a central point of coordination during early-stage partner lifecycle to ensure issues are identified and resolved quickly.
• Confirm handoff from onboarding to steady-state partner management with clear ownership and success metrics.
3. Assistance with Advisory & BOR Operations
Support the operational execution and scalability of PrismHR's Insurance Advisory, Broker of Record (BOR), and related services.
• Work closely with Advisory/BOR Operations teams to ensure partners are aligned with PrismHR advisory workflows, compliance requirements, and service standards.
• Assist in coordinating partner involvement in BOR transitions, advisory engagements, and ongoing service delivery as needed.
• Help identify and resolve operational gaps impacting client experience, enrollment outcomes, or revenue realization.
• Support documentation, process refinement, and communication needed to scale advisory and BOR-supported offerings.
• Act as a liaison between partners and internal operations teams when issues arise, ensuring accountability and timely resolution.
• Contribute to continuous improvement efforts to streamline advisory-enabled partner processes and reduce friction for clients, CGMs, and sales teams.
Marginal Functions
• Build, maintain and promote relationships with team members, peers across disciplines, and all other company team members ensuring effective coordination of communications and services affecting clients.
• Attend webinars and training to stay up to date on best practices related to the company and department.
• Complete projects and other duties as assigned by supervisor.
Knowledge, Skills, and Abilities
• Strong customer success mindset
• Proven ability to hit revenue or lead goals, especially in a channel or partnership scenario
• Capable of building trust quickly to develop and maintain genuine relationships in various environments including in-person, phone, email, and web meetings.
• Uses exceptional written and oral communication skills to engage effectively at all levels both internally and externally.
• Proven ability to know how, why, and what to prioritize continuously and complete multiple tasks with little supervision.
• Flexible and adaptable self-starter with the ability to take ownership and initiative approaching all tasks and projects proactively.
• Must have a passion for your work and an ability to apply that passion to both daily tasks and larger, longer term projects
• Collaborative and team-oriented attitude.
• Effective problem-solving capabilities.
• Must have intellectual curiosity, humility, accountability and a positive approach
Required Education & Experience
• Bachelor's degree or additional degree(s) preferred
Physical, Mental, & Communication Demands

Physical Demands:
• Sedentary Work: Primarily involves sitting for extended periods, often at a desk or computer.
• Manual Dexterity: Frequent use of hands and fingers to operate a computer keyboard, mouse, and other office equipment.
• Mobility: Occasional walking or traversing throughout the office to meet with leaders and other employees.
• Visual Acuity: Ability to read and analyze data on a computer screen (or to read and analyze data with reasonable accommodation) and in printed materials.
• Lifting & Carrying: Minimal physical lifting required, but may involve handling documents, and lifting light office supplies.
Mental Demands:
• Attention to Detail: High level of accuracy needed for managing products, reports and contracts.
• Problem-Solving: Ability to strategically plan the needs of the department.
• Multitasking: Manage multiple tasks and projects simultaneously, often under tight deadlines.
• Decision-Making: Make informed decisions regarding the best plan for paid media strategies.
• Stress Management: Handle stressful situations calmly and effectively, especially when dealing with client and employee concerns.
Communication Demands:
• Interpersonal Skills: Strong ability to build relationships and communicate effectively with employees, managers, clients and external vendors.
• Cultural Sensitivity: Communicate with individuals from diverse cultural backgrounds, demonstrating cultural awareness and sensitivity.
• Written Communication: Prepare clear and concise documentation, including emails and notes.
• Verbal Communication: Lead planning sessions and team meetings. Provide clear instructions and support for clients, employees and managers.
• Presentation Skills: Present information effectively in training sessions with employees and other departments.
Environmental Conditions
Indoor, office environment. May occasionally have moderate noise level from copiers, printers, or coworkers.

Disclaimer
This job description in no way states or implies that these are the only duties to be performed by the employee filling this position. Employees will be required to follow any other job-related instructions and to perform any other job-related. duties requested by management. Management has the right to add to, revise, or delete information in this job description. Reasonable accommodation will be made to enable qualified individuals with disabilities to perform the essential functions of this position. This document does not create an employment contract, implied or otherwise. Employment remains "at will”.

This position is eligible for the following benefits:
Health Insurance: Medical, dental, and vision coverage
Retirement Plan: 401(k) with company match
Paid Time Off: PTO, Holidays, Parental leave and Sick Leave provided as required by applicable state law
Other Benefits: Life insurance, short term disability, long term disability, employee assistance program (EAP), flexible spending account (FSA), health savings account (HSA), Identity theft protection, critical illness, accident, cancer, hospital protection, legal and pet insurance.

PrismHR is a fast-paced SaaS company which provides customers with a cloud-based payroll process software application. PrismHR also provides professional services including system implementation consulting, custom configurations, and training. Lastly, via the Company’s Marketplace platform customers and end users access other human resources and employee benefits applications from PrismHR’s Marketplace Partners.

Diversity, Equity and Inclusion Program/Affirmative Action Plan:
We have transformed our company into an inclusive environment where individuals are valued for their talents and empowered to reach their fullest potential. At PrismHR, we strive to continually lead with our values and beliefs that enable our employees to develop their potential, bring their full self to work, and engage in a world of inclusion.

Ensuring an inclusive environment for our employees is an integral part of the PrismHR culture. We aren't just checking a box, we are truly committed to creating a workplace that celebrates the diversity of our employees and fosters a sense of belonging for everyone. This is essential to our success. We are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about our roles but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for these open roles or other open roles. We particularly encourage applicants from traditionally under-represented groups as we seek to increase the diversity of our workforce and provide fair opportunities for all.

As a proud Equal Opportunity and Affirmative Action Employer, PrismHR encourages talent from all backgrounds to join our team. Employment decisions are based on an individual’s qualifications as they relate to the job under consideration. The Company’s policy prohibits unlawful discrimination based on sex (which includes pregnancy, childbirth, breastfeeding, or related medical conditions, the actual sex of the individual, or the gender identity or gender expression), race, color, religion, including religious dress practices and religious grooming practices, sexual orientation, national origin, ancestry, citizenship, marital status, familial status, age, physical disability, mental disability, medical condition, genetic information, protected veteran or military status, or any other consideration made unlawful by federal, state or local laws, ordinances, or regulations.

The Company is committed to complying with all applicable laws providing equal employment opportunities. This commitment applies to all persons involved in the operations of the Company and prohibits unlawful discrimination by any employee of the Company, including supervisors and co-workers.

Privacy Policy: For information about how we collect and use your personal information, please see our privacy statement available at https://www.prismhr.com/about/privacy-policy.

PrismHR provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in job application procedures. If you have any difficulty using our online system and you need a reasonable accommodation due to a disability, you may use the following alternative email address to contact us about your interest in employment at PrismHR: [email protected]. Please indicate in the subject line of your email that you are requesting accommodation. Only candidates being considered for a position who require an accommodation will receive a follow-up response.

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