Partner Support Specialist
$70,000–$80,000 year
RemoteUnited States
United StatesRemoteFull Time$70,000–$80,000 yearSenior LevelFintech ServicesMedium
Full TimeSenior LevelMediumFintech Services
Job Summary
Provide comprehensive, end-to-end support to key payroll and CPA partners as their primary relationship manager. Serve as the liaison between internal teams to facilitate solution development, implement tailored strategies to increase retention, and maintain standard operating procedures documentation. Proactively identify and resolve potential issues before escalation, communicate blockers to leadership, and share progress updates to shape future initiatives.
Required Qualifications
- 3+ years of experience working in a Partnership, Sales, and/or business development environment
- 3+ years of experience with innovative strategic partnerships for consumer-facing, web services, and SAAS products
- Demonstrated capacity to anticipate partner needs, identify challenges proactively, and adapt to a fast-paced, evolving environment
- Experience in developing and leveraging strategic insights to foster and/or improve business relationships
- Ability to translate complex business problems into easy-to-understand concepts for external stakeholders
- Demonstrates strong written and verbal communication skills using tools such as Google Docs, Google Slides, Google Sheets, and/or equivalent Microsoft products
- Experience facilitating meetings, handling external partner escalations, and conducting proactive service outreach
- Experience using a CRM platform (preferably Salesforce) to forecast sales and draw insights from service performance metrics
- Strong understanding of the Human Interest partner process, demands and needs for continued success
Desired Qualifications
- Experience using a CRM platform (preferably Salesforce)
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