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Full Cycle Account Manager: Partner & Provider Relations

Posted 9 days agoViewed

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💎 Seniority level: Manager, 3+ years

📍 Location: United States, EST

🔍 Industry: FinTech SaaS

🏢 Company: Exactera👥 251-500💰 $33,000,000 over 1 year agoFinancial ServicesInformation TechnologySoftware

🗣️ Languages: English

⏳ Experience: 3+ years

🪄 Skills: SalesforceCommunication SkillsProblem SolvingRESTful APIsAccount ManagementClient relationship managementSales experienceLead GenerationTechnical supportCustomer Success

Requirements:
  • 3+ years of experience in account management, business development, or partner relations within a B2B environment.
  • Strong understanding of sales cycles, partner relationship management, and post-sale support processes.
  • Ability to communicate complex technical concepts to both technical and non-technical stakeholders.
  • Exceptional interpersonal, communication, and negotiation skills.
  • Experience working with cross-functional teams, including sales, marketing, technical support, and customer success.
  • Proven track record of driving adoption and success for partner accounts.
  • Strong problem-solving skills and an ability to think strategically to address client challenges.
  • Experience working in a technology or SaaS environment is preferred.
Responsibilities:
  • Identify and engage new partner and provider firms through research, networking, and outreach efforts.
  • Build a strong pipeline of partner opportunities, including B2B outreach and relationship-building activities.
  • Develop and present tailored proposals to partners and providers, addressing their business challenges and how the company’s solutions can help.
  • Cultivate long-term, strong relationships with partner and provider firms to drive ongoing engagement and loyalty.
  • Act as the main point of contact for partners and providers, ensuring clear and consistent communication.
  • Develop a deep understanding of each partner/provider's business model, needs, and pain points to offer value-added solutions.
  • Create and execute account strategies to enhance partner/provider success and growth within the partnership.
  • Manage the post-sale process by ensuring smooth onboarding and transition for partners/providers.
  • Collaborate with internal teams (e.g., technical support, product, customer success) to provide seamless implementation, troubleshooting, and support.
  • Lead partners through successful adoption of the company's product or service, offering guidance on best practices.
  • Actively monitor partner health metrics and client satisfaction, making necessary adjustments to drive improved outcomes.
  • Coordinate with appropriate resources for hands on client support
  • Offer training sessions and resources to partners/providers to maximize their product adoption and effective usage.
  • Act as a liaison between the partner/provider and the technical support team to resolve any issues and concerns promptly.
  • Partner with the marketing team to help define and execute marketing strategies tailored to the partner/provider market.
  • Collaborate with sales and technical teams to align goals, expectations, and ensure that partner needs are met throughout the lifecycle.
  • Provide feedback from partners/providers to influence product development, marketing materials, and sales collateral.
  • Report on the effectiveness of partnership initiatives and provide actionable insights to leadership.
  • Work closely with the marketing team to develop partner/provider-focused campaigns, including webinars, events, and content.
  • Assist in creating marketing collateral that resonates with the partner/provider audience, ensuring brand alignment.
  • Actively participate in outreach activities, such as attending industry events, building brand awareness, and promoting partnerships.
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