Partner Success Manager

Logoslabs

San Francisco (CA)

Hybrid

USD 70,000 - 140,000

Full time

8 days ago

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Benefits offered by this job

Remote-friendly / Hybrid work

Open PTO policy

Health coverage

401(K) match

Tuition discount through UA Global

Employee referral bonus

Job summary

Insurity is seeking a Partner Success Manager to drive success for our IPP ecosystem of System Integrator and Technology Partners. You will oversee onboarding, ongoing partner operations, and joint GTM initiatives to build qualified pipeline and incremental revenue for Insurity and its partners.

You will coordinate partner records in SFDC PRM/CRM, monitor performance, and lead automation efforts to improve efficiency and throughput while collaborating with Product, Marketing, and Finance teams.

Qualifications

5–7 years of experience in enterprise SaaS Partner Success Management or similar.
Strong knowledge of partner lifecycle and GTM motions.
Experience with SFDC CRM and PRM systems.
Excellent documentation, communication, and time-management skills.
Willingness to travel 0–20%.

Responsibilities

Serve as primary operational contact for assigned Partners through their lifecycle.
Manage inbound Partner requests and support joint GTM plans.
Coordinate onboarding, training, and resource provisioning in SFDC PRM/CRM.
Monitor deal registration, pipeline hygiene, and revenue outcomes with Partners.
Evolve automation and AI-driven improvements to Partner operations.

Skills

Partnership management

SFDC PRM

SFDC CRM

Analytical thinking

Written and verbal English

Time management

Cross-functional collaboration

Project management

Process analysis

Data analysis

Change management

Partner enablement

Coaching and training

Meeting facilitation

Partner advocacy

Education

Bachelor’s degree or equivalent

Tools

SFDC PRM

SFDC CRM

Job description

Please note that Insurity will only reach out to interview, make an offer of employment, or conduct onboarding activities for candidates who have applied through our careers site. When interviewing for a position, the candidate experience will include live interaction, such as a video or telephone call, with a Recruiter and/or company employee(s). We will never ask for any money or payments from applicants at any point in the recruitment process. Recruiters will only reach out from an insurity.com email address; no other email addresses will be used. Examples of fraudulent email addresses that have been used end with @insurityjobs.us. Be aware of suspicious recruitment activity. If you think you are a victim of an employment scam, you may contact your local law enforcement agency and/or visit the Federal Trade Commission website here: https://consumer.ftc.gov/articles/job-scams.

Who We Are

Insurity empowers insurance organizations to quickly capitalize on new opportunities by delivering the world’s most configurable, cloud-native, easy-to-use, and intuitively analytical insurance software. Just as importantly, we empower our people—providing the tools, support, and opportunities they need to grow and succeed.

We don’t just make bold promises—…

While our technology sets us apart, it’s our people who truly make the difference. At Insurity, you’ll collaborate with some of the most creative and knowledgeable minds in insurance tech—in a culture that fosters innovation, teamwork, and continuous learning. Our award-winning onboarding experience welcomes and supports you from the moment you accept our offer.

Insurity’s Next Partner Success Manager

We are looking for our next Partner Success Manager to help us manage our growing ecosystem of System Integrator and Technology Partners. You will be a critical cog in the gears that drive mutual revenue growth for both Insurity and your assigned ecosystem Partners.

What Our Partner Success Manager Will Do

The Partner Success Manager is responsible for the day-to-day management and operations of the Insurity Partner Program (IPP), launched in January 2026, and their assigned Partners. This role oversees onboarding and ongoing management of Partners, supports Partner operational requirements across their lifecycle, and helps design and execute/drive Partner-led GTM efforts to build qualified joint pipeline and drive incremental revenue for Insurity and our Partners. The Partner Success Manager also collaborates with Program leadership to design, implement, and refine AI automation processes that improve operational efficiency, velocity, and throughput.

Responsibilities will include the following for your assigned/named Partners:

Relationship Management

Serve as the primary operational point of contact for assigned Partners throughout their lifecycle.
Manage inbound Partner requests from initial engagement through exit, as needed.
Perform due diligence on new Partner signup requests, present the Program, support joint GTM business plans, onboard partners and their resources into our systems, and help execute agreed tactical initiatives.
Proactively communicate resources, training, product materials, marketing assets, Portal guidance, and QBR/EBR coordination needed for Partner success.
Support Partner renewal processes and help execute structured Partner exit processes when required.
Manage Partner communications such as newsletters and event invitations in partnership with Partner Marketing and Product.
Manage Partner sponsorships of Insurity events and drive Partner Day attendance/sponsorship package sales with assigned Partners. Participate at Partner Day as deemed appropriate by Management.
Other related duties as assigned

Program Operations & Delivery

Orchestrate Partner onboarding by creating Partner and contact records in SFDC PRM, assigning training, and ensuring required systems, environments, and tools are in place.
Ensure accuracy and completeness of lead forecasting, deal registration, opportunity tagging, and related SFDC CRM/PRM updates for assigned Partners.
Manage deal registration and assigned Partner sales pipeline processes, including overlap checks against direct sales, existing Partner submissions, and the current Insurity client base.
Manage Partner legal agreement processing and coordinate with the appropriate internal stakeholders.
Own Partner Sales Assist Fee (SAF) / referral fee calculations and payment tracking in partnership with Finance.
Coordinate Program operations that support joint Partner marketing and sales activities, including campaigns, events, Campaign-in-a-Box, and Deal-in-a-Box initiatives.
Lead Partner performance monitoring and reporting for assigned Partners, including annual promotion / relegation reviews within the Partner tiering model.

Internal Process

Manage operational interactions within the PRM Partner Portal for assigned Partners, including operational “how do I…?” support.
Create and maintain Program documentation such as Partner agreements, Program guidelines, GTM sales kits, and enablement assets.
Track and analyze operational and performance metrics to identify trends, issues, and opportunities to improve Program effectiveness.
Develop and implement approved automation and agentic AI-driven process improvements that streamline Partner Program operations.
Drive continuous improvements in the overall Insurity Partner experience and Partner Program operations.
Help design and launch our Operations AI Fleet of agents to automate many partner tasks for improved partner experiences.

Who We’re Looking For

5–7 years of relevant business experience in enterprise SaaS Partner Success Management or a closely related role.
Bachelor’s degree in a related field (equivalent work experience may be considered).
Strong understanding of the Insurity Partner Program, Partner lifecycle management, and Partner-led GTM motions.
Working knowledge of Insurity products, SaaS / BaaS positioning, and how Partners generate qualified pipeline and revenue.
Familiarity with Partner scorecards, tiering models, incentive programs, and co-sell / referral processes.
Working knowledge of enterprise software operations; insurance / P&C market familiarity preferred.
Have the ability to perform these skills at an advanced level:
Ability to create concise, audience-relevant, objective-oriented documentation and communications.
Analytical and critical thinking.
Written and oral English communication.
Time management including work planning, prioritization, and organization.
Ability to handle multiple priorities or tasks.
Self-starter and quick learner.
Detail-oriented and process disciplined.
Active listening and cross-functional collaboration.
Expectation management.
Project management.
Process analysis, design, and management.
Data analysis and metric interpretation.
Business acumen and Partner Program acumen.
Technical acumen across SaaS systems and workflows.
Change management.
Coaching, training, and Partner enablement.
Meeting facilitation and professional presentation of information.
Partner advocacy.
Nice to have: Applicable insurance certification(s).
Salesforce / SFDC PRM-related certification(s).
Partner ecosystem / channel program certification(s).
Advanced experience & knowledge:
SFDC CRM and SFDC PRM.
PRM Partner Portal administration and support workflows.
Lead registration, opportunity management, and pipeline hygiene processes.
Workflow, ticketing, and project management tools.
Reporting, spreadsheet, and dashboard tools.
Document, knowledge-management, and enablement repositories.
Automation and agentic AI tools used to improve Partner operations.
Travel required 0-20%

What’s In It For U

Work Where You Thrive

Find the work environment that supports your best—whether that’s remote, in-office, or hybrid—depending on your role and location. Our Flex First Workforce approach offers many fully remote opportunities, while some teams follow hybrid or in-office schedules to stay connected and collaborative.

Take Time When You Need It

We trust our team to manage their time with our Open PTO Policy, empowering you to recharge when it matters most.

Benefits That Start on Day One

Enjoy comprehensive health coverage and employer-matched retirement savings right from your first day—because we know how important these are to you.

Living Our Values Every Day

Our core values are more than words on a wall—they guide how we hire, grow, and retain the very best talent.

Award-Winning Onboarding

From your first day to your first anniversary, our onboarding program is designed to set you up for success and help you make an immediate impact.

Grow Your Career from Within

We believe in promoting from within. In fact, over 25% of our open roles are filled by internal candidates.

Mentorship That Matters

Our mentorship program connects you with experienced leaders who are committed to helping you grow both personally and professionally.

Insurity Podcasts

Explore podcasts from our Learning & Development team for deeper insight into Insurity products, company innovation, and the business as a whole.

Keep Learning, Always

Fuel your growth with full access to LinkedIn Learning and Kaplan—because continuous development is key to success.

Invest in Your Future—And Your Family’s

Through our partnership with the University of Arizona Global Campus, you and your family can access discounted tuition and pursue educational goals affordably.

Earn When You Refer

Love where you work? Invite others to join us! Our Employee Referral Bonus program rewards you for bringing great people on board.

We have five Core Values at Insurity; one of which is to Act with Integrity. Providing pay transparency helps you make the best decision for you. We continuously analyze and update our salary ranges for our roles according to market trends to not only ensure our employees are paid fairly, but also help close gender, race, and disability wage gaps. Along with the benefits listed above, the career level salary range for this role is $70,000 to $140,000. We share a career level salary as a guideline; however, actual salary may vary based on your experience and qualifications. If your application advances, your recruiter will review these details with you during a video interview.

Insurity is proud to be an Equal Opportunity Employer

We are dedicated to creating an exceptional work environment for all our employees by extending a culture of diversity, equity, inclusion, and belonging into the very fabric of our organization. We embrace differences and diversity of identity, experience, and thought, and actively strive for inclusive behaviors across our company.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application and/or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Thank you for your interest in Insurity! Please understand that due to the volume of applicants we receive, only selected candidates will be contacted.

California Privacy Notice for Applicants

California Privacy Notice for Applicants
If you are a California resident, the California Consumer Privacy Act (“CCPA”), as amended by the California Privacy Rights Act (“CPRA”), requires us to provide you with information regarding how we collect, use, and disclose your personal information in connection with your application for employment.
By submitting your application, you acknowledge that Insurity may collect, use, store, and process personal information for recruitment, hiring, onboarding, employment, security, compliance, and business operations purposes. This information may include contact information, professional and educational history, qualifications, background check information where permitted by law, and other information you voluntarily provide during the application process.
Insurity may share your personal information with service providers, affiliates, and authorized third parties involved in recruiting, hiring, onboarding, information technology, security, and compliance activities, as permitted by applicable law.
We retain applicant information for legitimate business and legal purposes, including compliance with applicable employment laws and recordkeeping obligations.
California residents may have certain rights regarding their personal information, including the right to request access to, correction of, or deletion of certain personal information, subject to applicable legal exceptions.
For additional information regarding Insurity’s privacy practices or to exercise applicable privacy rights, please contact info@insurity.com or review our Privacy Policy.