Partner Relationship Management 

• Serve as the primary point of contact for assigned partners, developing strong, trust-based relationships. 

• Conduct regular check-ins, partnership reviews, and strategic planning discussions. 

• Act as a consultant and advocate for partners internally, ensuring their needs are understood and addressed. 

• Foster long-term engagement, loyalty, and satisfaction among partners. 

Onboarding, Implementation, and Partner Enablement 

• Lead the onboarding process for new partners, ensuring a smooth and timely setup. 

• Coordinate with cross-functional teams (e.g., Implementation, Product, Compliance) to support program launches and technical readiness. 

• Deliver training, tools, and resources that enable partners to effectively position and represent company offerings. 

• Ensure partners understand key processes, compliance requirements, and escalation paths. 

Performance Monitoring and Growth Strategy 

• Analyze performance using internal reporting tools to assess engagement, effectiveness, and sales metrics. 

• Identify trends, challenges, and growth opportunities within assigned accounts. 

• Support upsells and cross-sell initiatives by recommending new solutions or program enhancements based on goals and market needs. 

• Develop targeted outreach strategies for underperforming or high-potential partners. 

Cross-Functional Collaboration and Operational Support 

• Work closely with internal teams to resolve escalated issues and ensure timely responses to inquiries. 

• Collaborate with Legal and Compliance teams to ensure contractual adherence and partner alignment with regulatory standards. 

• Maintain accurate partner records in CRM and ensure documentation is up to date. 

• Participate in team meetings, feedback loops, and continuous improvement initiatives to enhance the overall partner experience. 

Partnership Management 

•  Maintain thorough documentation of partnership processes. 

• Oversee contract compliance and timelines. 

• Represent the organization at partner events. 

• Review and coordinate sponsorship requests. 

• Advise leadership on whether to continue, modify, or discontinue partnerships based on performance and strategic alignment. 

Education, Knowledge, and Experience 

• Bachelor’s degree in business administration, Marketing, Communications, or a related field required; equivalent combination of education and experience may be considered. 

• 3–5 years of experience in partner relationship management, account management, or business development required. 

• Experience working in industries such as insurance, employee benefits, financial services, or professional services strongly preferred. 

• Demonstrated success managing external relationships and driving engagement, growth, or retention. 

• Strong knowledge of CRM systems (e.g., Salesforce), reporting tools, and proficiency in Microsoft Office Suite (Excel, PowerPoint, Outlook). 

• Familiarity with implementation processes, compliance requirements, and broker operations is a plus. 

• Proven ability to work cross-functionally in a fast-paced, deadline-driven environment. 

FLSA Status 

Exempt 

Physical Requirements/ Work Environment  

 The work environment characteristics and physical demands described here are representative of these an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

• This role is primarily sedentary and involves frequent use of a computer and other standard office equipment. 

• Must be able to remain in a stationary position for extended periods of time. 

• Requires the ability to communicate effectively with internal teams and external partners via phone, video conferencing, and email. 

• Occasional lifting of materials up to 15 pounds may be required (e.g., laptops, marketing materials, presentation equipment). 

• Standard work hours apply, but flexibility is required to accommodate meetings across time zones. 

• The position may be performed in a remote, hybrid, or office-based environment, depending on company policy and candidate location. 

• Occasional travel (up to 20%) may be required for partner meetings, events, or internal team collaboration