Remote Partner Success Manager – Onboarding & Retention

Coterie Insurance; United States; Remote; USD 90,000 - 105,000; Full time

Benefits offered by this job

100% remote

Health insurance

Dental and vision insurance

Life insurance

FSA/HSA

401K with match

Flexible PTO

Holidays

Education stipend

Salary: $90,000-$105,000 + bonus

Job summary

Coterie Insurance is seeking a Partner Success Manager to support partner retention and operational success across assigned accounts. You will coordinate onboarding, manage escalations, and collaborate with cross-functional teams to deliver a seamless partner experience.

The role requires 3+ years in client success or partner operations, a bachelor's degree, and familiarity with Salesforce or HubSpot. This is a 100% remote role in the United States with competitive salary.

Qualifications

• Bachelor's Degree in Business, Communications, Insurance, or related field preferred.
• 3+ years of experience in client success, account management, agency support, or partner operations.
• Experience working within insurance distribution, SaaS, or partner-driven organizations preferred.
• Familiarity with CRM systems such as Salesforce or HubSpot and sales engagement tools.

Responsibilities

• Serve as the primary operational contact for assigned partners.
• Support Partner Account Executives by managing service requests, escalations, and operational follow‑through.
• Coordinate onboarding, training, and enablement activities for partner organizations.
• Manage and resolve partner issues by collaborating with internal teams.
• Maintain relationships with designated maintain and lower-touch accounts.
• Monitor partner satisfaction, engagement, and retention metrics.
• Conduct regular check-ins and business reviews with assigned accounts.
• Identify opportunities to improve partner experience and operational efficiency.
• Track and manage partner requests and escalations within Salesforce and ticketing systems with Revenue Operations.
• Collaborate with Insurance, Revenue Operations, and Technology teams to resolve partner concerns.
• Support renewal, retention, and engagement initiatives.
• Assist with partner communications, education, and process improvements.
• Foster a culture of accountability, collaboration, innovation, and proactive relationship management.

Skills

Relationship management

Communication

Cross-functional collaboration

Customer service

Education

Bachelor's Degree in Business, Communications, Insurance, or related field

Tools

Salesforce

HubSpot

Job description

Coterie Insurance is seeking a Partner Success Manager to support partner retention and operational success across assigned accounts. You will coordinate onboarding, manage escalations, and collaborate with cross-functional teams to deliver a seamless partner experience.

The role requires 3+ years in client success or partner operations, a bachelor's degree, and familiarity with Salesforce or HubSpot. This is a 100% remote role in the United States with competitive salary.