Partner Success Manager

Partner Success Manager

Location:RemoteWorking Hours:9:00 AM – 5:00 PM EST / CST

About the Company

We are a specialized professional services firm deliveringcost segregation studies and energy tax solutionsto partners and their clients across the U.S. Our work helps businesses unlock significant tax advantages through structured, compliant, and high-impact strategies.

We operate as apartner-driven organization, working closely with referral partners, advisory firms, and stakeholders to deliver consistent value, exceptional service, and long-term outcomes.

Role Overview

ThePartner Success Managerplays a critical role in managing and strengthening long-term partner relationships. This role is focused onpartner enablement, account stewardship, and value realization, ensuring our partners are successful, informed, and confident in the solutions we deliver together.

Rather than traditional customer support, this role is aboutrelationship ownership, proactive communication, and helping partners maximize outcomes for their end clients while identifying opportunities to deepen collaboration.

Key Responsibilities

Partner Relationship Management
* Serve as the primary point of contact for assigned partners, building trusted, long-term relationships.
Serve as the primary point of contact for assigned partners, building trusted, long-term relationships.
* Act as a strategic partner liaison, ensuring alignment, responsiveness, and consistency across engagements.
Act as a strategic partner liaison, ensuring alignment, responsiveness, and consistency across engagements.
* Maintain regular touchpoints to understand partner needs, priorities, and growth opportunities.
Maintain regular touchpoints to understand partner needs, priorities, and growth opportunities.

Partner Onboarding & Enablement
* Guide new partners through onboarding, ensuring clarity around processes, timelines, and deliverables.
Guide new partners through onboarding, ensuring clarity around processes, timelines, and deliverables.
* Educate partners on cost segregation and energy tax solutions so they can confidently position services with their clients.
Educate partners on cost segregation and energy tax solutions so they can confidently position services with their clients.
* Provide ongoing enablement, updates, and best practices to support partner success.
Provide ongoing enablement, updates, and best practices to support partner success.

Account & Opportunity Management
* Oversee partner accounts end-to-end, ensuring smooth execution of projects and high satisfaction.
Oversee partner accounts end-to-end, ensuring smooth execution of projects and high satisfaction.
* Identify opportunities to expand value through additional services, referrals, or deeper engagement.
Identify opportunities to expand value through additional services, referrals, or deeper engagement.
* Proactively address concerns, risks, or misalignment before they escalate.
Proactively address concerns, risks, or misalignment before they escalate.

Internal Collaboration
* Work closely with internal teams to ensure partner deliverables are accurate, timely, and aligned with expectations.
Work closely with internal teams to ensure partner deliverables are accurate, timely, and aligned with expectations.
* Act as the voice of the partner internally, advocating for improvements and better outcomes.
Act as the voice of the partner internally, advocating for improvements and better outcomes.

Feedback, Reporting & Performance Tracking
* Collect structured partner feedback and translate insights into process or service improvements.
Collect structured partner feedback and translate insights into process or service improvements.
* Track and analyze KPIs related to partner satisfaction, retention, engagement, and growth.
Track and analyze KPIs related to partner satisfaction, retention, engagement, and growth.
* Provide regular updates to leadership on partner health, risks, and expansion opportunities.
Provide regular updates to leadership on partner health, risks, and expansion opportunities.

Qualifications

Experience
* 3+ yearsin partner success, account management, customer success, or a similar relationship-driven role.
3+ yearsin partner success, account management, customer success, or a similar relationship-driven role.
* Experience managing long-term accounts or partnerships preferred.
Experience managing long-term accounts or partnerships preferred.

Education
* Bachelor’s degree inBusiness, Communications, or a related field(preferred, not required).
Bachelor’s degree inBusiness, Communications, or a related field(preferred, not required).

Core Skills
* Strong relationship-building and communication skills.
Strong relationship-building and communication skills.
* Highly organized with excellent time and priority management.
Highly organized with excellent time and priority management.
* Proactive, solution-oriented mindset with strong ownership mentality.
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