Partner Success Specialist

🔥 1 minute ago

🇺🇸 United States – Remote

💵 $65k - $80k / year

⏰ Full Time

🟢 Junior

🏆 Customer Success

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Fortis

WebsiteLinkedInAll Job Openings

201 - 500 employees

💳 Fintech

☁️ SaaS

🤝 B2B

💰 Private Equity Round on 2019-12

Fintech • SaaS • B2B

Fortis is a leader in embedded ERP payment processing, offering a robust platform for integrating payment solutions seamlessly into ERP software environments. As an embedded payments partner in NetSuite, Fortis provides extensive services including payment facilitation, automation, and security tools for diverse industries such as healthcare, hospitality, retail, and eCommerce. Their solutions feature advanced processing capabilities like Level 2 and 3 processing, click-to-pay invoicing, and PCI compliance, ensuring frictionless and efficient financial operations for businesses. With a focus on customized payment solutions that enhance business intelligence and reporting, Fortis serves as a critical partner for businesses aiming to optimize their financial workflows and improve customer experiences.

📋 Description

• Serve as a primary point of contact for an assigned portfolio of partners, responding to day-to-day questions and coordinating internal resources as needed. • Support partner onboarding, including gathering requirements, coordinating internal teams, tracking implementation milestones, and ensuring a smooth go-live on the Fortis platform. • Conduct regular check-ins and virtual training sessions to drive adoption of Fortis capabilities, tools, and best practices within partner organizations. • Help partners leverage Fortis go-to-market assets (sales tools, marketing collateral, training content) to drive joint growth and optimize payment experiences for end merchants. • Monitor partner health and performance using available reports and dashboards; flag risks, surface opportunities, and support preparation of business reviews for Partner Development/Success leadership. • Collaborate closely with internal teams (Sales/BD, Implementations, Support, Product, Marketing, Risk) to resolve partner issues and remove operational blockers. • Document and maintain partner configurations, processes, and playbooks to support scalable, repeatable partner success motions. • Capture partner feedback and recurring themes, and channel them back to Product, Operations, and Leadership to improve Fortis’ partner experience. • Support management of partner escalations by gathering context, coordinating investigation, and ensuring timely communication back to the partner.

🎯 Requirements

• Bachelor’s degree in business, Communications, Marketing, or related field, or equivalent practical experience. • 1–3 years of experience in partner success, account management, customer success, operations, or similar client-facing role, preferably in payments, SaaS, or fintech. • Strong organizational skills with the ability to manage multiple partners, tasks, and deadlines in a fast-paced environment. • Excellent written and verbal communication skills, with comfort leading partner calls, trainings, and status updates. • Proven track record of building positive working relationships with external partners and internal cross-functional teams. • High attention to detail, follow-through, and ownership mindset; you take responsibility for outcomes, not just tasks. • Comfort working with data and reports to identify trends, track performance, and inform recommendations. • Interest in payments, embedded finance, and software-led growth, with a desire to grow into a more strategic partner-facing role over time.