Partnership Sales & Success Manager

About the role...

• This position builds and maintains a pipeline of partnership and agency distribution opportunities including large, complex, national accounts.
• The role serves as the primary contact for assigned existing partnerships and delivers excellent partner experiences to build loyalty and create additional revenue opportunities.
• Executes company strategy to realize premium, profitability, and growth objectives.
• Maintains a deep knowledge of company product and technology offerings, industry trends, and competitive intelligence.

What you'll accomplish...

• Manages assigned partnership account(s) to deliver on stated goals and objectives.
• Develops and maintains trust-based relationships with key executives and stakeholders.
• Maintains partnership roadmap and effectively tracks progress using designated customer relationship management tool and other platforms.
• Works cross-functionally with team members and vendors to advance partnership needs, resolve issues quickly, maintain profitable growth, and create additional revenue opportunities.
• Maintains deep understanding of technology and serves as liaison between tech teams and partnership accounts to ensure technology provided meets partner’s needs.
• Analyzes relevant data for account optimization opportunities.
• Prepares and presents regular account performance reports internally and externally.
• Identifies and advances opportunities for operational improvement where possible.
• Establishes and maintains a consistent pipeline of potential partnership accounts.
• Prepares and maintains up-to-date market analysis, go-to-market strategy, and competitive intelligence.
• Prepares, maintains, and presents business development materials such as pitch deck, business case, etc.
• Develops and maintains trust-based relationships with key executives and stakeholders.
• Prospects and closes new partnership accounts and business development opportunities using consultative selling approach.
• Works cross-functionally with other team members to onboard new partnerships, implement new products, and establish a multi-year roadmap.
• Acts as a subject matter expert within the team. Uses in-depth knowledge of embedded insurance, the insurance industry, market trends and brand partnerships to advise and support team and leadership.
• Coordinates with internal teams to develop and execute partnership contracts.
• Serves as liaison between partner and agency services team to facilitate agency appointments.
• Performs other duties as assigned.

Physical actions...

• This role, whether performed virtually or in an office setting, will include normal and customary distractions, noise, and interruptions.
• Sits or stands for extended periods of time, up to a full work shift.
• Occasionally reaches overhead and below the knees, including bending, twisting, pulling, and stooping.
• Occasionally moves, lifts, carries, and places objects and supplies weighing 0-10 pounds without assistance.
• Listens to, interprets, and differentiates auditory information (example others speaking) at normal speaking levels with or without correction.
• Visually verifies and reads information.
• Visually locates material, resources and other objects.
• Ability to continuously operate a computer for extended periods of time, up to a full work shift.
• Physical dexterity sufficient to use hands, arms, and shoulders repetitively to operate keyboard and other office equipment up to a full work shift.

Education needed...

• High School Diploma or equivalent required.
• Bachelors degree preferred.
• Other: Attainment of CIC, CPCU or other insurance license preferred.

Experience needed...

• At least 3 years of related experience required.
• Experience managing brand, product or distribution partnerships.
• Experience working in the insurance industry preferred.

Special skills needed...

• Strong verbal and written communication skills.
• Demonstrated ability to secure 'buy-in' and convince others regarding best approach.
• Goal oriented team player with a positive attitude.
• Excellent time management skills.
• Strong relationship building.