Senior Partner Success Manager

ABOUT US

At the company we're making benefits easy. We believe people are the most important asset to any company. Traditional one-size-fits-all benefits packages no longer cut it in today's hybrid and remote-first environment. With the company, companies can tailor their benefits to the unique needs of their workforce.

Through our easy-to-use and highly customizable fintech platform, People teams can implement, administer, and track the benefits that meet employees where they are. Employers design their benefits and perks plan by setting a contribution amount and eligible spend categories. Every employee has their own individual definition of wellness and needs different things to help them be their most productive, fulfilled self.

OUR MISSION

Helping companies reimagine how companies take care of their people.

OUR INVESTORS

We are backed by leading investors, including Centana Growth Partners, Portage Ventures, Threshold Ventures, Gradient Ventures, Workday Ventures, and Clocktower Technology Ventures. To date, the company has raised approximately $75 million in equity capital.

ARTICLES

• Founder Story - Jaclyn Chen [link for members]

• the company Raises $40M Series B [link for members]

CANDIDATE RESOURCES

• the company | Candidate Resource Page [link for members]

• the company Listed on Inc. Magazine's Best Workplaces of 2023 [link for members]

THE ROLE

We’re looking for a Senior Partner Success Manager to own the success, implementation, and growth of the company’s strategic partner relationships.

You’ll serve as a senior post-sale owner for our partner ecosystem, helping partners implement unique workflows and integrations with the company, successfully launch new clients, and create long-term value for their customers. You’ll also own the development of scalable implementation and onboarding practices across a variety of partnership models.

This role will define how the company brings new partners and partner-referred clients into the business. You’ll develop the playbooks, templates, training materials, workflows, and operating rhythms that enable consistent, high-quality onboarding as our partner ecosystem grows.

You’ll work closely with Sales, Customer Success, Implementation, Operations, Product, and Support to ensure partners have the resources, communication, and internal support they need to succeed.

WHAT YOU’LL DO

PARTNER SUCCESS AND RELATIONSHIP MANAGEMENT

• Own a portfolio of strategic partners and build trusted relationships with their key stakeholders.

• Develop partner success plans, communication cadences, regular check-ins, and business reviews.

• Understand each partner’s business model, client base, goals, and operating needs.

• Serve as the senior point of contact for partner questions, escalations, planning, and ongoing collaboration.

• Identify opportunities to deepen relationships and increase the value the company provides to each partner.

IMPLEMENTATION STRATEGY AND SCALABLE ONBOARDING

• Own the partner implementation experience from initial handoff through launch and ongoing optimization.

• Define best practices for onboarding different partnership models, including health plans, digital health companies, benefits administrators, TPAs, HRIS platforms, and others

• Develop repeatable implementation frameworks, onboarding plans, project templates, checklists, timelines, and readiness criteria.

• Create partner-facing and internal enablement materials that clarify roles, responsibilities, milestones, processes, and escalation paths.

• Establish scalable workflows for partner onboarding, client introductions, implementation support, and post-launch engagement.

• Identify opportunities to standardize, automate, and improve partner onboarding without losing a high-touch experience.

• Coordinate cross-functional implementation workstreams and ensure commitments, risks, dependencies, and decisions are clearly documented.

• Continuously evaluate onboarding performance and refine processes based on partner feedback, client outcomes, and internal learnings.

PARTNER ENABLEMENT AND GO-TO-MARKET SUPPORT

• Develop and deliver partner training, webinars, workshops, office hours, and other enablement programs.

• Ensure partners understand the company’s products, ideal customer profile, implementation process, and value proposition.

• Support smooth handoffs between partner, Sales, Implementation, and Customer Success teams.

CUSTOMER OUTCOMES AND PERFORMANCE

• Monitor partner and referred-client performance, including activation, utilization, engagement, retention, satisfaction, and expansion opportunities.

• Conduct regular performance reviews with partners and translate data into clear recommendations and action plans.

• Identify risks early and coordinate timely resolution of partner or client issues.

• Partner with Customer Success to ensure partner-referred clients achieve strong adoption and long-term value.

• Identify opportunities to expand partnerships through additional clients, products, geographies, or benefit programs.

CROSS-FUNCTIONAL LEADERSHIP AND OPERATIONAL EXCELLENCE

• Act as the voice of the partner internally, surfacing recurring needs, operational issues, product feedback, and market opportunities.

• Influence Product, Operations, Support, and Implementation priorities based on partner and client insights.

• Build and maintain partner playbooks, standard operating procedures, reporting, and documentation.

• Establish clear ownership and communication across teams involved in partner relationships.

• Maintain accurate partner activity, health, opportunities, commitments, and next steps in the company’s CRM and internal systems.

• Help shape the operating model and best practices for the company’s growing partner ecosystem.

WHAT SUCCESS LOOKS LIKE

• Partners are knowledgeable, engaged, and confident representing the company.

• New partnerships and partner-referred clients move smoothly from introduction through implementation and launch.

• the company has clear, repeatable onboarding processes for different partnership models.

• Partner-sourced pipeline, activation, retention, utilization, and expansion improve over time.

• Partner satisfaction and confidence in working with the company remain strong as the ecosystem scales.

• Internal teams have clear visibility into partner needs, risks, opportunities, and commitments.

• Partner implementation materials, workflows, and best practices become increasingly standardized and efficient.

WHAT WE'RE LOOKING FOR

• 5+ years of experience in partnerships, customer success, account management, channel management, implementation, or a similar client-facing role.

• Experience in employee benefits, HR technology, SaaS, fintech, benefits administration, or a related industry.

• Demonstrated success managing strategic external relationships and senior stakeholders.

• Strong experience leading implementations, onboarding programs, or complex cross-functional projects.

• A track record of creating scalable processes, playbooks, templates, and operating practices.

• Commercial orientation, including the ability to identify and support expansion opportunities while maintaining partner trust.

• Comfort using data to assess account health, identify trends, and recommend actions.

• Excellent written and verbal communication skills, including the ability to facilitate executive-level conversations.

• Strong organization, judgment, follow-through, and attention to detail.

• Ability to operate independently, influence without authority, and bring structure to an evolving environment.

BONUS SKILLS

• Experience working with digital health companies, benefits consultants, PEOs, TPAs, HRIS providers, or benefits-administration platforms.

• Experience building or managing a channel, referral, marketplace, or strategic partner program.

• Familiarity with spending accounts, and global health and wellness benefits

• Experience with Salesforce or another CRM, customer-success platform, or partner-management system.

• Experience supporting integrations, fintech products, payments, or benefits technology workflows.

• Willingness to travel occasionally for partner meetings, events, and industry conferences.

COMPENSATION

Base salary: $125,000 to $145,000 + variable + equity

RANGE(S) IS SUBJECT TO CHANGE. The company TAKES A NUMBER OF FACTORS INTO ACCOUNT WHEN DETERMINING INDIVIDUAL STARTING PAY, INCLUDING MARKET COMPARABLES, INTERVIEW PERFORMANCE, PEER COMPENSATION, AND YEARS OF EXPERIENCE.

WHAT WE OFFER

• 95% coverage of medical, dental, and vision

• Fantastic benefits (of course 😃), including:

• $250 WFH setup (one time)

• $500/year Learning & Development Benefit

• $150/month cell phone + internet

• $100/month Wellness

• $100/month Co-working and Commuter Benefit

• We offer several team onsites a year

• Flexible PTO

At the company, we are working towards reimagining how companies take care of their people. We are committed to creating an inclusive environment for all our employees and are seeking to build a team that reflects the diversity of the people we hope to serve with our revolutionary products. The company is proud to be an equal-opportunity employer.