Job Description
- As a portfolio manager, you will be responsible for the gross retention, CSAT, health score, and lock-in score of the partners and take proactive actions to improve these metrics.
- You will work in coordination with the Product Onboarding, Technical Account Management, and Account Management teams, and you will be the primary contact of the partner.
- Your primary responsibility will be orchestrating all efforts to keep adoption and usage high with driving value recognition.
- Your daily responsibilities will include providing the best use cases according to the partner, helping them with panel usage, training new partners, and being a consultant to use our products in the best way according to the partners' needs.
- While this isn't a team management role, you will still have the opportunity to share your expertise with the rest of the team and even lead them in internal projects.
What we expect from you
- A university degree in Business, Marketing, Engineering, or related fields, MBA preferred
- 2+ years relevant work experience in customer-facing customer success, account management, or strategic consulting organization. SaaS experience is a benefit.
- Strong communication skills in both writing and speaking (English & Spanish, Portuguese will be a plus!)
- High sense of responsibility and accountability
- Strategic thinking with excellent project management skills
- To be customer-oriented and able to establish a robust relationship with the assigned customer base
- To be self-motivated, a proactive teammate with innovative ideas to improve customer loyalty and adoption
Hold on! Life’s a two-way road! Here’s what you’ll enjoy while spending time with us (perks, anyone?)
- We offer many hard and soft skills training to help you improve and challenge yourself. You’ll have access to 16,000+ online courses taught by real-world professionals on the LinkedIn Learning platform to satisfy your hunger for knowledge.
- You’ll have space to share your skills through training and workshops if you wish. Sharing is caring!
- We’ll provide you with a paid Spotify account subscription, so you can cozy up in your headsets cocoon whenever you want
- You’ll have a chance to work in an international, diverse and inclusive environment
- You’ll be part of an industry that’s shaping the future of customer experiences.
- Don’t believe us? Just ask Google.
Top Skills
What We Do
Insider One is the #1 platform that brings everything marketing and customer engagement teams need in one place so they can reach their peak potential and become unstoppable. With AI at its core and an integrated Customer Data Platform (CDP), Insider One unites data, personalization, and journey orchestration across the most extensive set of natively supported channels, including WhatsApp, SMS, Email, Web, App, and Site Search. Insider One provides the ultimate vendor experience, proven in fifteen industries and more than 30 countries for more than a decade, to help teams be first, be focused, and be progressive, redefining what it means to lead in customer engagement. Trusted by 2,000+ customers, including some of the world’s most loved brands like Samsung, L’Oréal, Unilever, Allianz, ING Group, Toyota, Singapore Airlines, and GAP, to accelerate growth, build customer love, and become a market leader. Loved by customers, recognized by analysts, Insider One is the only vendor recognized as the #1 leader in all the capabilities marketing and customer engagement teams need, including AI, Customer Data Management, Cross-Channel Journey Orchestration, and Personalization, offering brands unrivaled product excellence within a single consolidated platform. Accolades include: - Leader in the IDC MarketScape: Worldwide AI-Enabled Marketing Platforms for Enterprise Companies 2025 - Leader in the Gartner Magic Quadrant for Personalization Engines, 2025 - #1 Customer Choice: 2025 Gartner Voice of the Customer for Personalization Engines - Leader in the Forrester Wave for Experience Optimization Platforms, Q4 2024 - The Gartner Customers’ Choice for Multichannel Marketing Hubs in 2025 - The #1 G2 Leader in 11 categories, including CDP, Personalization Engines, Mobile Marketing, Customer Journey Analytics, SMS Marketing, WhatsApp Marketing, eCommerce Search, and eCommerce Personalization, with a perfect 100/100 user satisfaction score.
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