Sr. Customer Success Manager - Partnerships
New
J
JobgetherFinancial services technology
Remote-first work environment with flexibility to work from anywhere in the contiguous United States.Full-TimeSenior
Salary not disclosed
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Job Details
- Required Skills
- Data AnalysisSalesforceCustomer SuccessAccount ManagementRelationship management
Requirements
- Proven experience in customer success, partner management, account management, or strategic relationship roles.
- Experience managing complex B2B technology relationships involving multiple stakeholders or shared-service environments.
- Strong executive presence with the ability to communicate with senior business and technical leaders.
- Understanding of customer lifecycle management, retention strategies, and success planning.
- Ability to translate technical concepts into clear business value.
- Experience working cross-functionally with Sales, Product, Engineering, Professional Services, and Support teams.
- Strong analytical mindset for assessing account health and managing risks.
- Proficiency with CRM and customer success platforms such as Salesforce and Gainsight or similar tools.
- Excellent organizational and multi-tasking skills.
- Ability to operate independently and navigate ambiguity.
- Familiarity with the credit union ecosystem, financial services technology, or automation platforms is highly preferred.
- Ability to travel up to 25% for conferences and partner visits.
Responsibilities
- Manage end-to-end relationships with strategic partners as a primary point of contact.
- Lead business reviews, account planning, and success planning sessions.
- Develop a deep understanding of partner operational needs and automation solutions.
- Support reseller operations including deal registration, pricing assistance, and escalation management.
- Collaborate with Sales, Product, Professional Services, Marketing, and Support teams.
- Drive retention and expansion strategies by monitoring adoption and health trends.
- Maintain account data, health tracking, and stakeholder mapping in CRM platforms.
- Translate partner feedback into actionable product and business improvements.
- Identify and execute data-driven opportunities for increased adoption.
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