Partner Success Representative

🔥 12 minutes ago

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iBynd

WebsiteLinkedInAll Job Openings

11 - 50 employees

🛡️ Insurance

☁️ SaaS

🤝 B2B

Insurance • SaaS • B2B

iBynd is an AI-enabled commercial insurance distribution platform that provides wholesalers, program administrators, and MGAs with digital access to fast real-time quoting, underwriting, policy issuance, billing, and instant proof of insurance. The no-code, cloud-hosted solution installs on partner websites (with SSO support), exposes APIs and carrier integrations, and includes proprietary control panels that give 360° visibility into transactions and in-process quotes. iBynd focuses on accelerating commercial insurance workflows—quote to bind in minutes—using automated underwriting guided by artificial intelligence and scalable, secure infrastructure.

📋 Description

• Serve as the dedicated point of contact for an assigned portfolio of retail agent and broker partners, building trusted, long-term relationships that drive platform loyalty and submission growth. • Conduct regular check-ins, business reviews, and performance conversations with partners to assess platform utilization, identify friction points, and surface opportunities for deeper engagement. • Proactively monitor partner activity and health metrics—flagging at-risk accounts and taking swift action to re-engage or escalate as needed. • Own the end-to-end onboarding experience for new agent and broker partners—guiding users from initial activation through training, first submission and ongoing platform fluency. • Develop and execute adoption plans tailored to each partner’s business model, submission mix, and technology comfort level, with clear milestones and success metrics. • Organize, lead, and continuously improve webinars, virtual training sessions, and live meetings that educate partners on platform features, appetite updates, and workflow best practices. • Track and report on user adoption rates, engagement trends, and platform utilization by partner segment, using data to prioritize outreach and improvement efforts. • Partner with the sales team to support new partner acquisition—participating in demos, onboarding handoffs, and early relationship development. • Identify expansion opportunities within the existing partner base, including new lines of business, additional users, or increased submission volume, and coordinate with sales to act on them. • Collaborate with the product team to communicate partner feedback, document feature requests, and participate in user research or beta testing initiatives.

🎯 Requirements

• Bachelor’s degree required. • 3+ years of experience in account management, customer success, or a client-facing partnership role, with a demonstrated track record of managing and growing a portfolio of accounts. • Demonstrated history of driving relationships that result in measurable user adoption, engagement, or revenue growth. • Exceptional verbal and written communication skills—able to present confidently to groups, facilitate productive conversations, and produce clear written materials for varied audiences. • Experience organizing and leading webinars, virtual training sessions, or in-person partner meetings. • Superior organizational skills with the ability to manage multiple partner relationships, action items, and priorities simultaneously without dropping commitments. • Proficiency in the Microsoft Office Suite with solid working knowledge of Excel and PowerPoint (or equivalent tools such as Google Sheets and Slides). • Ability to operate effectively in a fast-paced, evolving environment where processes, products, and priorities shift quickly. • Genuine drive to help partners achieve success—a relationship-first mindset backed by accountability and follow-through.

🏖️ Benefits

• Health insurance • 401(k) matching • Flexible work hours • Paid time off • Remote work options