[Hiring] Partner Success Manager @Coterie

Role Description

The Partner Success Manager is responsible for supporting partner retention, operational success, and overall partner experience across assigned accounts. This role serves as a strategic support partner to the Partner Account Executives while also acting as the primary relationship owner for designated lower-touch accounts.

The Partner Success Manager will focus on:

• Service coordination
• Issue resolution
• Onboarding support
• Operational relationship management
• Retention initiatives to ensure partners remain engaged and successful with Coterie

This role collaborates closely with Partner Account Executives, Partner Development Managers, Insurance, and Revenue Operation teams to deliver a seamless partner experience.

Qualifications

• Bachelor’s Degree in Business, Communications, Insurance, or related field preferred
• 3+ years of experience in client success, account management, agency support, or partner operations
• Experience working within insurance distribution, SaaS, or partner-driven organizations preferred
• Familiarity with CRM systems such as Salesforce or HubSpot and sales engagement tools
• Strong customer service and relationship management background
• Experience managing operational workflows and escalations
• Experience in creating business planning initiatives

Requirements

• Strong relationship management and communication skills
• Ability to manage multiple priorities and partner relationships effectively
• Strong operational and problem-solving capabilities
• Ability to collaborate cross-functionally in a fast-paced environment
• Strong organizational and follow-through skills
• Knowledge of Property & Casualty insurance and agency operations preferred
• Ability to de-escalate and resolve complex partner issues professionally
• Problem solving mindset

Benefits

• 100% remote
• Health insurance through Aetna (we pay 100% of premiums)
• Dental and vision insurance through Guardian (we pay 100% of premiums)
• Basic life insurance (we pay 100% of premiums)
• Access to flexible spending account (FSA) or health savings account (HSA) (for those using HSA eligible plans)
• 401K plan (up 4% match with immediate vest). Must be 21 years of age or older to participate
• Flexible PTO policy offering employees up to 4 weeks of PTO in their first 12 months
• 12 company-paid holidays each year
• Continuing education annual stipend
• Annual salary estimated between $90,000-$105,000 + variable compensation

Company Description

At this time, Coterie Insurance is unable to consider candidates who require current or future visa sponsorship. Applicants must have authorization to work in the United States without the need for sponsorship now or in the future. Falsification of an application, including work authorization status, is immediate grounds for dismissal from consideration.