Senior Director, Strategic Partnerships

Vista Equity Partners Management, LLC; United States; Remote; USD 90,000 - 150,000; Full time

Job summary

Join an innovative technology company that is transforming benefits administration through cutting-edge AI solutions. As a Senior Director of Strategic Partnerships, you will play a pivotal role in building and maintaining key relationships with insurance carriers and industry stakeholders. This is an exciting opportunity to drive growth and innovation while working alongside a dynamic team in a supportive, inclusive environment. With a strong emphasis on employee well-being and professional development, you will have the chance to make a significant impact in a fast-paced setting, all while enjoying a comprehensive benefits package that prioritizes your health and career advancement.

Benefits

Unlimited PTO

Paid Parental Leave

401(k) Plan

Health Benefits

Rewards and Recognition Program

Volunteering Days

Qualifications

• 7+ years in sales or partner management, preferably in benefits administration.
• In-depth knowledge of benefit administration processes and insurance carrier structures.

Responsibilities

• Build and maintain relationships with insurance carrier partners.
• Lead partnership negotiations and develop long-term strategies.

Skills

Benefit Administration

Insurance Carrier Relationships

Communication Skills

Negotiation Skills

Project Management

Market Analysis

CRM Software Proficiency

Education

Bachelor's Degree

Tools

Microsoft Office

CRM Software

Job description

Join Us at PlanSource: Your Exciting Career Awaits!

At PlanSource, a leading cloud-based provider of benefits administration technology and services, we are on a mission to simplify how people choose, use, and manage benefits through cutting-edge, AI-powered experiences. This is an incredible time to launch your career with us!

PlanSource is seeking an experienced and results-driven Senior Director of Strategic Partnerships with a strong background in benefit administration and insurance carrier relationships. This role will be responsible for leading and executing strategic initiatives to build, expand, and maintain key partnerships within Boost, our carrier integration program. The ideal candidate will have deep expertise in insurance carrier management, benefit administration, and partnership development, along with a proven ability to drive growth and innovation.

The Senior Director will be responsible for driving high-impact relationships with insurance carriers, and other industry stakeholders to enhance service offerings, improve operational efficiencies, and deliver innovative solutions for our customers. This individual will work closely with cross-functional teams, including sales, marketing, legal, and product development, to ensure the successful execution of partnership strategies.

Responsibilities include:

• Build and maintain strong, effective relationships with assigned insurance carrier partners to ensure program awareness, smooth operational processes, and understanding of the value Boost provides.
• Identify, develop, and nurture high-value strategic relationships with key stakeholders at each partner, and any other relevant stakeholders.
• Lead partnership negotiations, ensuring alignment with organizational goals and objectives.
• Develop and execute long-term partnership strategies to enhance offerings, expand market reach, and increase revenue.
• Act as the primary point of contact for Boost carrier partners for brokers and clients for escalated service and other process concerns.
• Understand partner needs to recommend solutions from PlanSource’s full suite of enrollment technology and service capabilities to increase growth.
• Explore Integration pathways for partners within PlanSource’s platform, drawing from a broad spectrum of Product offerings and working with our internal Product and Tech team to roadmap Integrations.
• Represent partner interests internally, ensuring their needs and goals are understood and met to the best of our ability.
• Establish and maintain a market presence by participating in industry forums, collaborating with peers, and cultivating market relationships.
• Oversee the partner sales pipeline and prospect lists to understand large mutual opportunities and help the sales team drive engagement.
• Work with Direct, Reseller and HCM channels to drive engagement and understanding of our carrier business to increase engagement throughout each channel.
• Join customer and broker meetings with internal partners to aid the sales and/or discovery process.
• Build and manage the delivery of stewardship meetings with carriers on a quarterly basis.
• Regularly monitor partnership performance and provide reports highlighting successes, challenges, and areas for improvement.
• Identify potential risks in partnership agreements and develop mitigation strategies to ensure long-term stability and success.

Responsibilities

• Great benefits package, including a full suite of health benefits, a generous 401(k) Plan, unlimited PTO, paid parental leave, a strong rewards and recognition program, and a focus on mental health and well-being.
• An inclusive environment with Employee Resource Groups to join, volunteering days and the ability to donate to organizations of your choice through our recognition platform.
• The opportunity to work for a growing, established technology company, but work side-by-side with a small, dynamic team of talented professionals.
• Fast-paced environment with big goals and the opportunity to make a big impact.

Top five reasons to come to PlanSource:

#5: Join the Vista Family. In March 2019, Vista Equity Partners acquired PlanSource, marking a new phase of growth. Vista’s portfolio of technology and software companies collectively make up the 4th largest software ecosystem in the world.

#4: PlanSource is highly rated with our customers. Be proud of our sophisticated cloud-based technology that meets the needs of even the most complex benefit programs.

#3: Success is rewarded. With more than just a pat on the back, your success is recognized and rewarded. We take care of our employees in every way we can, with comprehensive benefits, employee recognitions, and a commitment to wellbeing.

#2: You can grow and develop professionally. PlanSource has a great track record of internal promotions within the company and offering development plans and tracks to pursue your personal and professional goals.

#1: Share our values. Be part of a team that values diversity and representation in all levels of the organization. Be part of a team that gives back to local communities and is actively aware of their social and environmental impact.

PlanSource is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. Our employees are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well.

We celebrate and support our employees’ diversity in age, color, disability, ethnicity, cultural beliefs, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status and other characteristics that make our employees unique.

NOTE: We will consider a remote employee for approved cities PlanSource can accommodate.

If you’re selected, you’ll receive your offer and be asked to complete a background check. This will include a drug screen, criminal record search and verification of previous employment and/or education.

REF 4712

Qualifications

Necessary Strengths, Skills, and Competencies:

• In-depth knowledge of benefit administration processes and insurance carrier structures.
• Excellent communication and negotiation skills, with the ability to influence stakeholders at all levels.
• Ability to analyze market trends, assess competitive landscapes, and adjust strategies accordingly.
• Strong project management skills, with the ability to handle multiple initiatives simultaneously.
• Experienced in representing products in a consultative manner, leveraging market trends and data.
• Proficiency with all Microsoft Office tools and other CRM software.
• Experience: 7+ years in sales or partner management, preferably with a background in benefits administration, software, or the insurance industry.
• Bachelor’s Degree: Preferred but not required. Equal job experience if bachelor’s degree has not been obtained.