Windfall
Our mission is to change how organizations perceive and use people data.
Data • Machine Learning • Analytics • AI • Customer Intelligence
51 - 200
Partner Success Manager
August 10
🏢 In-office - San Francisco
Windfall
Our mission is to change how organizations perceive and use people data.
Data • Machine Learning • Analytics • AI • Customer Intelligence
51 - 200
Description
• Cultivate and manage strong relationships with our diverse portfolio of existing partners, with an emphasis on financial services and nonprofit sectors • Drive growth for partners, by engaging directly with end customers, and implementing growth strategies for partner sales and customer success teams • Provide Windfall product enablement & documentation to partner sales and customer success teams • Engage directly with partner executive teams to understand needs and growth opportunities • Implement data-driven approaches to measure and optimize partner performance • Own partner renewals • Provide support to ensure partners are equipped with the necessary resources • Play a key role in supporting Director and VP in pursuing new partner business opportunities • Work closely with our sales and marketing teams to align business development efforts with the company's growth objectives • Manage efficient partner onboarding processes and ensure partners have access to essential resources and support • Oversee partner agreements, contracts, and documentation to ensure compliance and smooth operations • Process key data flows and provide QA for existing partner base; respond to all partner inquiries in a timely manner • Streamline operational processes related to partner interactions to enhance overall efficiency • Address and resolve partner-related operational challenges proactively • Collaborate with the marketing team and partner marketing teams to develop and execute partner-specific marketing campaigns and materials • Promote partner products or services through various marketing channels to maximize visibility and impact • Track and report on the effectiveness of partner marketing initiatives • Coordinate joint marketing activities and events with partners
Requirements
• Bachelor's degree - Business, Marketing, or Technical field preferred • 2-5 years of experience in partner success management, business development, or a related role within a SaaS company • Customer / Partner facing; Strong interpersonal and written/verbal communication skills • Analytical mindset with the ability to gather, cleanse, analyze, and interpret data • Familiarity with partner relationship management tools and software • Results-oriented with a focus on achieving business growth • Excellent organizational and multitasking abilities • Creative problem-solving skills • Knowledge of the industry and market trends
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