Partner Success Manager in Atlanta, Georgia at FinQuery

As a Partner Success Manager, you will fill the critical role of serving as the primary advocate for FinQuery with respect to your assigned Managed Service Partners (MSPs) and Resellers, ensuring the highest level of partner satisfaction by proactively building trusting relationships and understanding the unique business models of each customer. You will be responsible for maximizing Partner and Reseller engagement, driving ecosystem expansion through cross-sell opportunity discovery, and overseeing the health of the partner and reseller program. In this role, you will promote adoption and advocacy, enhancing FinQuery’s reputation through strategic channel growth. By proactively understanding and educating the product team about your customers’ needs, you will meaningfully contribute to the development of FinQuery’s product roadmap. The Partner Success Manager has excellent verbal and written communication skills with the ability to lead strategic business reviews and host partner enablement sessions.

Reports to Director, Global Channel and Alliances / Customer Success Leadership

• Partner Onboarding and Enablement: Work with channel, sales and technical teams to ensure a smooth transition for new Managed Service Partners and Resellers. Expectations include leading certifications, training partners and resellers on the FinQuery value proposition, and ensuring they are equipped to support their end customers.
• Strategic Relationship Management: Develop and maintain deep executive-level relationships within Managed Service Partners and Resellers, acting as the primary point of contact for the Partner Organization.
• Proactive Communication and Documentation: Conduct regular partner business reviews (PBRs) and enablement meetings; utilizing CRM to maintain an accurate record of Partner/Reseller growth metrics and action items.
• Partner Retention and Loyalty: Monitor Partner/Reseller health metrics and engagement levels, taking corrective action to mitigate risks to the partnership and ensuring long-term program commitment.
• Channel Growth: Identify opportunities for partners to expand their FinQuery practice, ensuring positive net revenue retention (NRR) through Partner- and Reseller-led service delivery.
• Program Growth and Renewals: Manage the Partner and Reseller renewals process and program tiering, ensuring partners are meeting their contractual obligations while receiving the necessary support and pricing to remain competitive in the market.
• Success Plans: Collaborate with Partners and Resellers to build Joint Business Plans, establishing critical growth milestones, shared business outcomes, and key performance indicators to aid the partner in achieving their practice goals.
• Partner Advocacy and Issue Resolution: Act as an internal advocate to resolve technical or operational issues with a sense of urgency, ensuring they can maintain their service levels to end-users.
• Partner Feedback Loop: Represent the voice of the Partner/Reseller to inform product and program roadmaps by collecting and analyzing feedback on channel-specific requirements and system improvements.
• Channel Analytics: Utilize Partner and Reseller performance data and metrics to make informed decisions and provide actionable insights to help them scale their FinQuery practice.
• Co-Marketing and Advocacy: Identify opportunities for Partners and Resellers to participate in joint marketing efforts, such as webinars, case studies, and partner spotlights.
• Conduct all business in accordance with FinQuery policies and procedures
• All other duties as assigned.

• 3-4 years experience in partner success, customer success, channel management, or account management within a SaaS or software company
• Proven track record of creating Partner and/or Reseller growth plans and utilizing channel metrics to identify partnership health
• 4-year degree or equivalent experience
• Good communication skills, both written and verbal
• Must have strong organizational skills and be detail oriented
• Demonstrated ability to build and maintain relationships with Managed Service Partners, Resellers, and executive stakeholders
• Strong analytical and goal-oriented mindset
• Emerging ability to recognize upsell and expansion opportunities and pass qualified leads to Sales.
• Expertise in managing customer contracts, program compliance, and renewal discussions
• Experience working in G-Suite, and/or HubSpot