Manager, Partner Success

harborcompliance; United States; On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Health benefits

Flexible PTO

Parental leave

Fertility & adoption support

401(k)

Education reimbursement

Job summary

Harbor Compliance is seeking a Manager, Partner Success to lead a team of Customer Success Managers dedicated to our key partnership accounts, driving retention and growth across the portfolio. You will coach and develop CSMs, align client outcomes with business goals, and partner with senior leadership to shape strategies that reduce churn and increase expansion opportunities.

You will own team-wide KPIs, collaborate with Compliance, Operations, and Product leadership, and play a central role

Qualifications

• 8+ years in a client-facing role in B2B, with 3+ years of people leadership.
• Proven ability to own retention, growth and satisfaction KPIs at portfolio level.
• Strong executive communication and cross-functional collaboration.

Responsibilities

• Lead, coach, and develop a team of Customer Success Managers for key accounts.
• Own team retention and expansion metrics, reporting to senior leadership.
• Design proactive retention playbooks and escalate Tier 2+ client issues.
• Collaborate with Compliance, Operations, and Product to improve experiences.

Skills

Team leadership

Client success

KPI management

Executive communication

Hiring & onboarding

CRM systems

Tools

Salesforce

Tableau/Power BI

Job description

Great Place to Work® Certified | USA

Harbor Compliance is a leading technology platform for entity compliance, helping more than 80,000 businesses and nonprofits manage licensing, tax registration, and legal entity requirements nationwide. Founded in 2012 and recognized repeatedly by the Inc. 5000 and Deloitte Technology Fast 500, we've grown through five strategic acquisitions — and are now backed by a 2026 majority growth investment from Bregal Sagemount to accelerate product, AI, and customer experience. We're a passionate team making compliance simpler and smarter for every organization we serve.

The Manager, Partner Success is responsible for leading a team of Customer Success Managers dedicated to our key partnership accounts, owning both individual client outcomes and team-wide performance against retention, growth, and satisfaction targets. This role blends people leadership with strategic ownership of the partner client portfolio — coaching CSMs to build trust-based relationships, resolve escalations effectively, and drive retention and expansion outcomes. As the primary point of accountability for the team's performance, the Manager also partners with senior leadership to shape processes, identify systemic risks across the portfolio, influence broader Partnerships strategy, and ensure the team consistently exceeds service and retention goals.

Responsibilities

• Lead, coach, and develop a team of Customer Success Managers, ensuring 90%+ of the team consistently meets or exceeds individual KPI targets (retention, NRR, CSAT, response time).
• Own team-level hiring, onboarding, training, and performance management, including conducting performance reviews and building individualized development plans for CSMs.
• Own the team's aggregate gross retention rate (90%+) and net retention rate (110%+) across all partner client accounts, reporting on performance to senior leadership.
• Design and implement proactive retention strategies and playbooks based on systemic churn risk patterns identified across the portfolio.
• Serve as the senior escalation point for Tier 2+ client issues, and establish escalation processes and standards for the broader team.
• Partner with senior leadership to shape Partnerships strategy, informed by portfolio-level trends, risks, and opportunities.
• Act as the voice of the client at the leadership level, synthesizing team-wide feedback into actionable recommendations that influence product, process, or service strategy.
• Build and maintain cross-functional partnerships with Compliance, Operations, and Product leadership to drive consistent, high-quality client experiences and resolve systemic issues.

Requirements

• Minimum of 8+ years in a client-facing role (Client Success Manager, Account Manager, or similar) in a B2B environment, including at least 3+ years of direct people management experience.
• Demonstrated success building, developing, and holding a team accountable to performance targets, including experience managing manager-level performance reviews and development planning.
• Proven track record owning retention, growth, and satisfaction KPIs at a team or portfolio level, with the ability to translate performance into strategic recommendations for leadership.
• Strong conflict resolution and relationship-building skills, with excellent executive-level verbal and written communication.
• Strong computer literacy with CRM systems, reporting/dashboard tools, and standard business software.
• Experience in a fast-growing B2B environment, with strong familiarity with client success metrics (retention, NRR/GRR, CSAT) required.

Skills and Knowledge

• Ability to model and instill strong client relationship practices across a team, including at the most escalated tiers, and to coach other leaders on doing the same.
• Experience developing training programs or playbooks to scale software adoption and CRM best practices across a growing team.
• Familiarity with industry-specific solutions such as entity, licensing, or records management is a plus.

Accommodations:

Harbor Compliance is committed to providing any reasonable accommodations for individuals with disabilities within our application and interview process. To request an accommodation due to a disability, please inform your recruiter.

Compensation:

Compensation at the time of offer is based on factors such as skill set, experience, qualifications, and work location. Salary is one part of Harbor Compliance’s total compensation package.

• health benefits
• flexible paid time off
• parental leave
• fertility and adoption assistance
• 401(k)
• educational reimbursement

Note that the salary range and benefits apply only to U.S.-based candidates.

Pay Transparency Policy Statement

Harbor Compliance will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by Harbor Compliance, or (c) consistent with Harbor Compliance’s legal duty to furnish information.

Equal Opportunity Statement

Harbor Compliance is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law.

Notice Regarding the Use of Selection Technology

Harbor Compliance uses third-party automated tools and skills assessments (such as Testlify and Rippling) to help evaluate job applications and streamline our hiring workflow. These tools assist our recruitment team in reviewing qualification trends and scheduling, but all final employment decisions are made solely by humans on our Talent Success team, and all tools are subject to human oversight.

Depending on your location, local laws may grant you specific disclosure rights or the option to request an alternative evaluation process. If you require a reasonable accommodation or wish to opt out of automated assessment steps due to regional regulations, please notify your recruiter. Opting out will not negatively impact your application.