Partner Success Responsibilities (60%):

• Cultivate and manage strong relationships with our diverse portfolio of existing partners, with an emphasis on financial services and nonprofit sectors
• Drive growth for partners, by engaging directly with end customers, and implementing growth strategies for partner sales and customer success teams
• Provide Windfall product enablement & documentation to partner sales and customer success teams
• Engage directly with partner executive teams to understand needs and growth opportunities
• Implement data-driven approaches to measure and optimize partner performance
• Own partner renewals
• Provide support to ensure partners are equipped with the necessary resources

New Business Support (20%):

• Play a key role in supporting Director and VP in pursuing new partner business opportunities
• Work closely with our sales and marketing teams to align business development efforts with the company’s growth objectives

Partner Operations Responsibilities (10%):

• Manage efficient partner onboarding processes and ensure partners have access to essential resources and support
• Oversee partner agreements, contracts, and documentation to ensure compliance and smooth operations
• Process key data flows and provide QA for existing partner base; respond to all partner inquiries in a timely manner
• Streamline operational processes related to partner interactions to enhance overall efficiency
• Address and resolve partner-related operational challenges proactively

Partner Marketing Responsibilities (10%):

• Collaborate with the marketing team and partner marketing teams to develop and execute partner-specific marketing campaigns and materials
• Promote partner products or services through various marketing channels to maximize visibility and impact
• Track and report on the effectiveness of partner marketing initiatives
• Coordinate joint marketing activities and events with partners

Requirements:

• Bachelor’s degree - Business, Marketing, or Technical field preferred
• 2-5 years of experience in partner success management, business development, or a related role within a SaaS company
• Customer / Partner facing; Strong interpersonal and written/verbal communication skills
• Analytical mindset with the ability to gather, cleanse, analyze, and interpret data
• Familiarity with partner relationship management tools and software
• Results-oriented with a focus on achieving business growth
• Excellent organizational and multitasking abilities
• Creative problem-solving skills
• Knowledge of the industry and market trends

Preferred Qualifications:

• Previous experience working for a high growth startup with a preference for individuals who have participated in the build out of a GTM function (e.g., Customer Success or Partnerships)
• Additional technical skills (e.g., solutions engineering)
• History of ownership & success of hitting revenue numbers (new business, expansion or renewals)