Partner Success Manager

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insightsoftware

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

☁️ SaaS

💸 Finance

🏢 Enterprise

💰 $798.6M Private Equity Round - insightsoftware on 2021-07

SaaS • Finance • Enterprise

insightsoftware is a provider of financial and operational reporting software and data analytics solutions for the Office of the CFO. Its cloud-enabled platform and pre-built connectors integrate with major ERPs (Oracle, SAP, Microsoft and 140+ others) to deliver financial reporting, budgeting/planning, consolidation, tax and lease lifecycle management, embedded analytics, and automation tools. The company serves finance, accounting, and operations teams with AI-enabled features, data virtualization, and turnkey templates to accelerate reporting, planning, and compliance.

📋 Description

• Drive measurable success outcomes across the global partner community through strategic engagement and support • Assist partners in developing effective onboarding programs to accelerate time-to-value • Create scalable adoption strategies that drive product utilization and partner satisfaction • Design and execute retention programs to maximize partner lifetime value and reduce churn of end customer accounts • Identify and pursue growth opportunities within existing partner relationships • Create and maintain partner success playbooks for consistent execution across all touchpoints • Leverage measurement frameworks and KPIs to track partner health, engagement, and success metrics • Jointly develop strategies with partners to support scalable success operations • Share success enablement resources, training materials, and best practice frameworks • Monitor, analyze, and optimize Customer Success KPIs for the partner community (health scores, adoption rates, retention metrics) • Collaborate with Business Unit and Indirect Channel Leadership on strategic partner success performance measures • Build and test key assets and deliverables for partner team utilization (customer outcome reports, success decks, case studies) • Develop consistent and executable processes for key partner segments, including communication cadences and deliverables • Serve as the internal voice of the partner, advocating for partner needs across the organization • Collaborate with cross-functional teams (Product, Marketing, Sales, Services, Support) to integrate partner feedback into business planning • Work with organizational leaders to incorporate partner requirements into strategic business objectives • Facilitate knowledge sharing and best practices between internal teams and partner community • Leverage analytics and reporting tools to develop actionable insights on partner behavior and success patterns • Define, track, analyze, and report on comprehensive Partner Success metrics for assigned Channel Partners • Create data-driven recommendations to improve partner outcomes and business performance • Establish regular reporting cadences to communicate partner success metrics to stakeholders • Design and execute strategic initiatives with partners to increase end customer retention rates and satisfaction scores • Develop proactive intervention strategies for at-risk partners • Create and manage partner feedback loops to continuously improve the partner experience

🎯 Requirements

• Proven track record articulating the value of software solutions and extending that value delivery through a partner network • Experience strategizing and collaborating with channel partners to help them retain and grow their end customer base • Hands-on experience with both on-premise and cloud-based success models and methodologies • Outstanding verbal and written communication skills, including presentation and executive-level interaction capabilities • Bachelor's Degree in Business, Marketing, Technology, or related field, or equivalent professional experience • 3+ years of management experience in customer success, partner management, or related field • Experience in technical or commercial management of software support services, software development, or customer care around IT/Application services

🏖️ Benefits

• Health insurance • 401(k) matching • Flexible work hours • Paid time off • Professional development opportunities