Partner Success Manager

About Us:

insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com.

Job Description:

The Partner Success Manager will be responsible for driving comprehensive partner success across the post activation partner lifecycle, including success enablement, client onboarding, adoption, retention, and growth. This role will create and execute strategic partner engagement initiatives to maximize partner value and strengthen our channel ecosystem.

What will you do?

Partner Success & Growth

• Drive measurable success outcomes across the global partner community through strategic engagement and support

• Assist partners in developing effective onboarding programs to accelerate time-to-value

• Create scalable adoption strategies that drive product utilization and partner satisfaction

• Design and execute retention programs to maximize partner lifetime value and reduce churn of end customer accounts

• Identify and pursue growth opportunities within existing partner relationships

Success Enablement & Operations

• Create and maintain partner success playbooks for consistent execution across all touchpoints

• Leverage measurement frameworks and KPIs to track partner health, engagement, and success metrics

• Jointly develop strategies with partners to support scalable success operations

• Share success enablement resources, training materials, and best practice frameworks

• Monitor, analyze, and optimize Customer Success KPIs for the partner community (health scores, adoption rates, retention metrics)

Strategic Partnership Management

• Collaborate with Business Unit and Indirect Channel Leadership on strategic partner success performance measures

• Build and test key assets and deliverables for partner team utilization (customer outcome reports, success decks, case studies)

• Develop consistent and executable processes for key partner segments, including communication cadences and deliverables

Internal Advocacy & Collaboration

• Serve as the internal voice of the partner, advocating for partner needs across the organization

• Collaborate with cross-functional teams (Product, Marketing, Sales, Services, Support) to integrate partner feedback into business planning

• Work with organizational leaders to incorporate partner requirements into strategic business objectives

• Facilitate knowledge sharing and best practices between internal teams and partner community

Data-Driven Insights & Reporting

• Leverage analytics and reporting tools to develop actionable insights on partner behavior and success patterns

• Define, track, analyze, and report on comprehensive Partner Success metrics for assigned Channel Partners

• Create data-driven recommendations to improve partner outcomes and business performance

• Establish regular reporting cadences to communicate partner success metrics to stakeholders

Retention & Satisfaction Initiatives

• Design and execute strategic initiatives with partners to increase end customer retention rates and satisfaction scores

• Develop proactive intervention strategies for at-risk partners

• Create and manage partner feedback loops to continuously improve the partner experience

• Implement customer success methodologies specifically tailored for partner relationships

How will you get it done?

To perform this role successfully, you should demonstrate the following competencies:

• Results-Oriented Work Ethic – Thrive in a fast-paced environment with a relentless focus on achieving measurable partner success outcomes

• Engaging Executive Presence – Quickly establish rapport and build trust-based relationships with partners at all levels, from practitioners to C-suite executives

• Cross-Functional Collaboration – Excel at working across departments and teams to achieve both individual and organizational partner success goals

• Strategic Communication – Communicate complex concepts effectively with diverse audiences, creating advocates and promoters at every interaction

• Analytical Problem-Solving – Use data and insights to identify opportunities, solve challenges, and drive continuous improvement

Required Qualifications:

• Value Selling Experience: Proven track record articulating the value of software solutions and extending that value delivery through a partner network

• Partner Relationship Management Experience: Experience strategizing and collaborating with channel partners to help them retain and grow their end customer base

• Platform Experience: Hands-on experience with both on-premise and cloud-based success models and methodologies

• Communication Excellence: Outstanding verbal and written communication skills, including presentation and executive-level interaction capabilities

• Educational Background: Bachelor's Degree in Business, Marketing, Technology, or related field, or equivalent professional experience

• Leadership Experience: 3+ years of management experience in customer success, partner management, or related field

• Technical Acumen: Experience in technical or commercial management of software support services, software development, or customer care around IT/Application services

• Travel Flexibility: Ability to travel up to 25% for partner meetings, events, and strategic initiatives

Preferred Qualifications:

• Experience with Partner Relationship Management (PRM) platforms and Customer Success Platforms (CSP) and Customer Relationship Management (CRM) platforms

• Background in SaaS, enterprise software, or technology partnerships

• Proven track record of driving measurable improvements in partner retention and growth metrics

• Experience with partner certification and enablement programs

• Understanding of channel partner business models and economics

Your specific offer within this range will be determined by your skills, experience, and qualifications. For non-sales roles, you may be eligible for a bonus. For sales roles, this range includes a commission target.

We are committed to pay transparency and fair compensation practices. If you have questions about our compensation approach, please don't hesitate to ask during the interview process.

Additional Information

All your information will be kept confidential according to EEO guidelines.

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At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.