Partner Success Manager

Summary

Coterie Insurance helps insurance professionals access the small commercial insurance market through a partnership-based approach and an innovative quoting platform. The Partner Success Manager supports partner retention, operational success, onboarding, issue resolution, and relationship management across assigned accounts while collaborating with internal teams to deliver a seamless partner experience.

Responsibilities

• Serve as the primary operational contact for assigned partners
• Support Partner Account Executives by managing service requests, escalations, and operational follow-through
• Coordinate onboarding, training, and enablement activities for partner organizations
• Manage and resolve partner issues by collaborating with internal teams
• Maintain relationships with designated maintain and lower-touch accounts
• Monitor partner satisfaction, engagement, and retention metrics
• Conduct regular check-ins and business reviews with assigned accounts
• Identify opportunities to improve partner experience and operational efficiency
• Track and manage partner requests and escalations within Salesforce and ticketing systems with Revenue Operations
• Collaborate with Insurance, Revenue Operations, and Technology teams to resolve partner concerns
• Support renewal, retention, and engagement initiatives
• Assist with partner communications, education, and process improvements
• Foster a culture of accountability, collaboration, innovation, and proactive relationship management

Skills

• * 3+ years of experience in client success, account management, agency support, or partner operations
• * Familiarity with CRM systems such as Salesforce or HubSpot and sales engagement tools
• * Strong customer service and relationship management background
• * Experience managing operational workflows and escalations
• * Experience in creating business planning initiatives
• * Strong relationship management and communication skills
• * Ability to manage multiple priorities and partner relationships effectively
• * Strong operational and problem-solving capabilities
• * Ability to collaborate cross-functionally in a fast-paced environment
• * Strong organizational and follow-through skills
• * Ability to de-escalate and resolve complex partner issues professionally
• * Problem solving mindset
• Applicants must have authorization to work in the United States without the need for sponsorship now or in the future
• * Bachelor's Degree in Business, Communications, Insurance, or related field preferred
• * Experience working within insurance distribution, SaaS, or partner-driven organizations preferred
• * Knowledge of Property & Casualty insurance and agency operations preferred

Qualifications

Must Haves

• * 3+ years of experience in client success, account management, agency support, or partner operations
• * Familiarity with CRM systems such as Salesforce or HubSpot and sales engagement tools
• * Strong customer service and relationship management background
• * Experience managing operational workflows and escalations
• * Experience in creating business planning initiatives
• * Strong relationship management and communication skills
• * Ability to manage multiple priorities and partner relationships effectively
• * Strong operational and problem-solving capabilities
• * Ability to collaborate cross-functionally in a fast-paced environment
• * Strong organizational and follow-through skills
• * Ability to de-escalate and resolve complex partner issues professionally
• * Problem solving mindset
• Applicants must have authorization to work in the United States without the need for sponsorship now or in the future

Nice to Haves

• * Bachelor's Degree in Business, Communications, Insurance, or related field preferred
• * Experience working within insurance distribution, SaaS, or partner-driven organizations preferred
• * Knowledge of Property & Casualty insurance and agency operations preferred

Benefits

• 100% remote
• Health insurance through Aetna (we pay 100% of premiums)
• Dental and vision insurance through Guardian (we pay 100% of premiums)
• Basic life insurance (we pay 100% of premiums)
• Access to flexible spending account (FSA) or health savings account (HSA) (for those using HSA eligible plans)
• 401K plan (up 4% match with immediate vest). Must be 21 years of age or older to participate
• Flexible PTO policy offering employees up to 4 weeks of PTO in their first 12 months. Thereafter, PTO usage aligns with company standards and typically does not exceed 5 weeks per calendar year.
• 12 company-paid holidays each year
• Continuing education annual stipend
• Variable compensation