About this role
The Client Success Manager, Partnerships supports our network of distribution partners within the financial services sector, including resellers, data vendors, and platform providers. Rather than working with direct end clients, you will manage a portfolio of smaller partner relationships and partner with the Partnerships lead to keep our larger accounts running smoothly. You will develop deep knowledge of each partner’s setup, maintain accurate account and usage records, and help ensure seamless content distribution, compliance, and growth.
This role is a good fit for a proactive, detail-oriented team player who thrives on a small team. At the direction of the Partnerships lead, directly manage a handful of smaller partner relationships, including end-to-end communication and scheduling. Develop a deep understanding of each partner, including their goals, packages and pricing, and how they use and benefit from our services. Serve as the product expert for your partner base, driving adoption of our products and services in collaboration with partners. Partner with the Partnerships lead to build and maintain centralized views of account-level information, such as licensed products, renewal dates, and current spend.
Monitor usage data to support partner-led adoption efforts and ensure usage aligns with contracted terms. Maintain accurate, up-to-date records of partner accounts, contacts, and interactions Serve as the product expert for services within your client base. Assist with inbound product-, research-, and issue-related questions from partners.