[Hiring] Partner Success Manager @Insurity

Role Description

Insurity’s Next Partner Success Manager is responsible for the day-to-day management and operations of the Insurity Partner Program (IPP), launched in January 2026, and their assigned Partners. This role oversees onboarding and ongoing management of Partners, supports Partner operational requirements across their lifecycle, and helps design and execute/drive Partner-led GTM efforts to build qualified joint pipeline and drive incremental revenue for Insurity and our Partners. The Partner Success Manager also collaborates with Program leadership to design, implement, and refine AI automation processes that improve operational efficiency, velocity, and throughput.

Responsibilities will include the following for your assigned/named Partners:

• Relationship Management
  • Serve as the primary operational point of contact for assigned Partners throughout their lifecycle.
  • Manage inbound Partner requests from initial engagement through exit, as needed.
  • Perform due diligence on new Partner signup requests, present the Program, support joint GTM business plans, onboard partners and their resources into our systems, and help execute agreed tactical initiatives.
  • Proactively communicate resources, training, product materials, marketing assets, Portal guidance, and QBR/EBR coordination needed for Partner success.
  • Support Partner renewal processes and help execute structured Partner exit processes when required.
  • Manage Partner communications such as newsletters and event invitations in partnership with Partner Marketing and Product.
  • Manage Partner sponsorships of Insurity events and drive Partner Day attendance/sponsorship package sales with assigned Partners. Participate at Partner Day as deemed appropriate by Management.
• Program Operations & Delivery
  • Orchestrate Partner onboarding by creating Partner and contact records in SFDC PRM, assigning training, and ensuring required systems, environments, and tools are in place.
  • Ensure accuracy and completeness of lead forecasting, deal registration, opportunity tagging, and related SFDC CRM/PRM updates for assigned Partners.
  • Manage deal registration and assigned Partner sales pipeline processes, including overlap checks against direct sales, existing Partner submissions, and the current Insurity client base.
  • Manage Partner legal agreement processing and coordinate with the appropriate internal stakeholders.
  • Own Partner Sales Assist Fee (SAF) / referral fee calculations and payment tracking in partnership with Finance.
  • Coordinate Program operations that support joint Partner marketing and sales activities, including campaigns, events, Campaign-in-a-Box, and Deal-in-a-Box initiatives.
  • Lead Partner performance monitoring and reporting for assigned Partners, including annual promotion / relegation reviews within the Partner tiering model.
• Internal Process
  • Manage operational interactions within the PRM Partner Portal for assigned Partners, including operational “how do I...?” support.
  • Create and maintain Program documentation such as Partner agreements, Program guidelines, GTM sales kits, and enablement assets.
  • Track and analyze operational and performance metrics to identify trends, issues, and opportunities to improve Program effectiveness.
  • Develop and implement approved automation and agentic AI-driven process improvements that streamline Partner Program operations.
  • Drive continuous improvements in the overall Insurity Partner experience and Partner Program operations.
  • Help design and launch our Operations AI Fleet of agents to automate many partner tasks for improved partner experiences.
  • Other related duties as assigned.

Qualifications

• 5–7 years of relevant business experience in enterprise SaaS Partner Success Management or a closely related role.
• Bachelor’s degree in a related field (equivalent work experience may be considered).
• Strong understanding of the Insurity Partner Program, Partner lifecycle management, and Partner-led GTM motions.
• Working knowledge of Insurity products, SaaS / BaaS positioning, and how Partners generate qualified pipeline and revenue.
• Familiarity with Partner scorecards, tiering models, incentive programs, and co-sell / referral processes.
• Working knowledge of enterprise software operations; insurance / P&C market familiarity preferred.

Requirements

• Ability to create concise, audience-relevant, objective-oriented documentation and communications.
• Analytical and critical thinking.
• Written and oral English communication.
• Time management including work planning, prioritization, and organization.
• Ability to handle multiple priorities or tasks.
• Self-starter and quick learner.
• Detail-oriented and process disciplined.
• Active listening and cross-functional collaboration.
• Expectation management.
• Project management.
• Process analysis, design, and management.
• Data analysis and metric interpretation.
• Business acumen and Partner Program acumen.
• Technical acumen across SaaS systems and workflows.
• Change management.
• Coaching, training, and Partner enablement.
• Meeting facilitation and professional presentation of information.
• Partner advocacy.

Benefits

• Work Where You Thrive: Flex First Workforce approach offers many fully remote opportunities.
• Take Time When You Need It: Open PTO Policy empowers you to recharge when it matters most.
• Benefits That Start on Day One: Comprehensive health coverage and employer-matched retirement savings.
• Award-Winning Onboarding: Designed to set you up for success and help you make an immediate impact.
• Grow Your Career from Within: Over 25% of our open roles are filled by internal candidates.
• Mentorship That Matters: Connect with experienced leaders committed to helping you grow.
• Insurity Podcasts: Explore podcasts for deeper insight into Insurity products and company innovation.
• Keep Learning, Always: Full access to LinkedIn Learning and Kaplan for continuous development.
• Invest in Your Future: Discounted tuition through our partnership with the University of Arizona Global Campus.
• Earn When You Refer: Employee Referral Bonus program rewards you for bringing great people on board.