The Partner Success Manager is responsible for managing assigned partners and supporting all aspects of partners’ engagement with FinThrive. This role is accountable for partner revenue retention and growth.
Requirements
- Meet and exceed quarterly and annual client revenue targets
- Comply with renewal process and meet or exceed annual renewal targets
- Identify growth opportunities within assigned client base
- Foster high response rate and positive KLAS and Net Promoter survey scores
- Ensure client satisfaction, to include owning communication of value realization, as well as by managing and setting client expectations
- Negotiate and manage complex escalated states of communication
- Capture and track client value metrics and targets
- Create Account Plans in collaboration with Sales Executives
- Internally document At-Risk Mitigation Plans
- Accept responsibility/accountability for responding to all assigned client issues and tasks
- Assure satisfaction among customer groups with the quality and amount of support provided
- Identify opportunities for operational and process improvements related to utilization and integration
- Manage all renewals and accurate listing of contract expiration dates and notification requirements
- Protect existing revenue and conduct monthly analysis of revenue variances
- Serve as internal escalation point for issues regarding a client’s contract or invoices
- Conduct business reviews with quarterly or annual frequency depending on client and monthly pulse checks
Benefits
- Award-winning Culture of Customer-centricity and Reliability
- Committed to continually enhancing the colleague experience