Partnership Manager (Automation-Minded) @ Beagle
Salt Lake City, Utah
We’re looking for a Partnership Manager (Account Manager) who’s not just a relationship builder. We’re looking for someone who can scale relationships through systems, tools, and strategy. You’ll work directly with clients to understand their goals, solve real problems, and build trust. Then, streamline those solutions so the next 100 clients experience the same world-class onboarding and support without needing 100 more account managers.
You’ll own relationships end-to-end, drive adoption through automation, and constantly improve the systems that make great client experiences repeatable.
What You’ll Do
Own the customer relationship from post-sale through renewal. You’re the face and voice of Beagle.
Enhance and scale client onboarding. Identify friction points, refine workflows, and implement better systems to deliver a seamless, high-trust experience from day one.
Prioritize accounts strategically. Use ROI, client potential, and effort analysis to focus on what matters most. If there’s a smarter way to prioritize, test it. Best idea wins.
Continuously improve systems and processes to eliminate bottlenecks and improve response times.
Leverage automation and AI tools to personalize client communication and reduce repetitive tasks.
Collaborate cross-functionally with Sales, Product, and Ops to ensure each account thrives.
Document and standardize workflows, templates, and best practices that make the whole team more efficient.
Evaluate trade-offs clearly. We care about ROI, friction reduction, and results. Not politics.
Tools You’ll Use
You don’t need to be an expert in all of them, but you should be fluent enough to connect dots, improve workflows, and automate where it counts:
CRM & Communication
HubSpot, Fathom
Project & Workflow
ClickUp, Google Sheets, Google Docs, Google Forms
Client Success & Documentation
Canva, DocuSeal
Property Management Platforms
AppFolio, Buildium, Yardi, Rent Manager, RealPage, etc...
This Role Is Perfect For Someone Who:
Has strong client-facing experience and a record of turning customers into long-term partners.
Thinks in systems, not tasks. You find scalable ways to deliver value.
Prioritizes effectively. You know where to focus time for maximum ROI and minimal friction.
Communicates clearly. With clients, teammates, and leadership.
Thrives in low-ego, high-impact environments where the best idea wins.
Is comfortable iterating processes, experimenting with automation, and improving workflows across multiple tools.
What Success Looks Like
Day 1
You’re managing live accounts and mapping friction points in onboarding and retention.
Week 2
You’ve improved onboarding flows and communication loops using our core tools (ClickUp, HubSpot, GSuite).
Month 2–3
You’ve built or enhanced systems that automate 80%+ of common client needs, implemented a clear account prioritization model, and delivered a smoother experience for both clients and teammates.
Clients trust you. The team scales because of your systems. And, you’re already building what’s next.
Top Skills
What We Do
Corgi is building the first full-stack AI financial infrastructure company. We are headquartered in San Francisco, with offices in Salt Lake City, Dallas, Chicago, and Atlanta.
