Strategic Partner Success Manager — Accounting & Advisory

TP; Toronto; Hybrid; CAD 90,000 - 110,000; Full time

Job summary

TP is seeking a Partner Customer Success Manager to lead post-sales success for 150–250 accounting firms, bookkeepers, and fractional CFOs. You will protect the partner book, drive multi-product adoption, and coordinate with cross-functional teams to sustain ARR growth and partner health.

The role is based in Canada with a hybrid setup and initial on-site onboarding in Toronto. A competitive base salary is provided, complemented by performance-based incentives up to 12.5% OTE.

Qualifications

• Bachelor's degree or equivalent professional experience.
• 3+ years in Customer Success, Partner Success, Account Management, or B2B engagement in SaaS/FinTech.
• Understanding of accounting/bookkeeping workflows and practice management.
• Proven track record managing large portfolios (150+ accounts).
• Excellent English communication and commercial instincts.

Responsibilities

• Own a portfolio of 150–250 accounting firms and manage value reviews.
• Monitor health metrics and intervene when risk signals fire (1:1).
• Defend revenue and prevent churn across the partner book.
• Migrate client books onto the cloud platform and cross-sell products.
• Lead onboarding and tier progression for partners (e.g., ProAdvisor).
• Deploy pre-built expansion toolkits and digital campaigns for adoption.
• Serve as escalation point and coordinate with internal teams (Support/Approvals).
• Surface bottlenecks and improvements to Product/Engineering/RevOps.

Skills

Portfolio management

CRM health metrics

Cross-functional collaboration

English proficiency

Data-driven prioritization

Influence without authority

Accountability & resilience

Education

Bachelor's degree

Tools

Salesforce

ChurnZero

Gainsight

Job description

TP is seeking a Partner Customer Success Manager to lead post-sales success for 150–250 accounting firms, bookkeepers, and fractional CFOs. You will protect the partner book, drive multi-product adoption, and coordinate with cross-functional teams to sustain ARR growth and partner health.

The role is based in Canada with a hybrid setup and initial on-site onboarding in Toronto. A competitive base salary is provided, complemented by performance-based incentives up to 12.5% OTE.