Partner Success Manager

📋 Description

• Manage partner portfolio with Salesforce for health, forecasting, expansion.
• Lead structured business reviews and success planning with partners.
• Drive platform adoption across payroll, online bill pay, analytics, AI tools.
• Identify churn risks and implement proactive retention and upsell strategies.
• Collaborate with Solutions Consultants and cross-functional teams to support growth.
• Build trusted advisor relationships to help partners scale their practices.

🎯 Requirements

• Background in account management or partner success in SaaS/tech.
• Experience managing a partner portfolio focused on growth and retention.
• Lead strategic business reviews and stakeholder conversations.
• Familiarity with Salesforce CRM and data insights to manage pipeline.
• Expertise in payroll, analytics, or automated workflow tools.
• Collaborative communicator with cross-functional teams.

🎁 Benefits

• Total rewards including equity and incentives.
• Medical, dental, vision coverage.
• 401(k) match and generous PTO and wellbeing leave.
• 12 paid holidays and paid parental leave.
• Flexible work options: remote or hybrid; travel for events.
• Xero Perks and wellbeing programs.