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Partner Success Manager

Role overview

Qualifications

  • Bachelor’s degree in Business, Marketing, Communications, Business Administration, or a related field preferred
  • Two or more years of experience in partnerships, account management, customer success, partner success, implementation, or a related B2B role
  • Strong project management skills with the ability to coordinate multiple stakeholders, priorities, and timelines
  • Proficiency with CRM and account management platforms such as HubSpot or similar tools

Responsibilities

  • Take ownership of newly signed partnerships following the sales handoff and lead partners through onboarding, implementation, activation, and go-live
  • Monitor partner performance, engagement, utilization, customer acquisition, and revenue
  • Conduct regular partner check-ins and business reviews with partners to discuss performance, opportunities, challenges, and next steps
  • Identify and pursue opportunities to increase partner adoption, revenue, and penetration across Beacon Nonprofit, SnapMailbox, and 360 Legal Forms

Key facts

Hard skills

Other skills

  • Relationship Management
  • Communication
  • Problem Solving
  • Self-Motivation
  • Success Driven

About the company

Swyft Filings logo

Swyft Filings

Business Consulting & Services

Do what you love, we'll handle the paperwork. Our Business Specialists will form your new business the correct way, saving you time and money by avoiding costly errors. Let us handle your business filings while you focus on growing your business.

Company details

Company typeScaleup
IndustryBusiness Consulting & Services
Company size51 - 200

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Job description



United States – Remote

About the Partner Success Manager Position

The Partner Success Manager is responsible for successfully launching, managing, and growing strategic partnerships across Beacon Nonprofit, SnapMailbox, and 360 Legal Forms.

Following contract execution, this role owns the partner relationship through onboarding, implementation, activation, and go-live. The Partner Success Manager works closely with Product, Engineering, Operations, Marketing, Sales, and other internal teams to ensure partners are successfully launched and positioned for long-term success.

After launch, this role manages ongoing partner performance and relationships, identifies opportunities to increase adoption and revenue, and works to expand partnerships across applicable products and brands.

About 360 Legal (A Family of Brands)

360 Legal is a leading provider of online legal and business solutions, offering a suite of innovative, easy-to-use platforms designed to empower individuals, entrepreneurs, nonprofits, and businesses at every stage. As the parent company of a growing family of brands, 360 Legal delivers accessible and affordable services across a wide range of needs – from business formation and trademark registration to estate planning, legal documents, mail management, and nonprofit compliance.


About the
Family of Brands

Beacon Nonprofit empowers mission-driven founders as they navigate the nonprofit journey, from formation through compliance and growth.

SnapMailbox provides virtual mailbox and mail management solutions for entrepreneurs, remote businesses, global remote workers, and distributed teams who need secure, flexible mail handling.

360 Legal Forms provides individuals, families, and businesses with access to a comprehensive library of attorney-vetted legal documents.

What You’ll Do

  • Take ownership of newly signed partnerships following the sales handoff and lead partners through onboarding, implementation, activation, and go-live.
  • Develop and manage partner launch plans, timelines, milestones, dependencies, and deliverables.
  • Coordinate with Product, Engineering, Operations, Marketing, Sales, and other internal teams to support successful partner launches.
  • Serve as the primary point of contact for assigned partners and maintain strong, productive relationships.
  • Monitor partner performance, engagement, utilization, customer acquisition, and revenue.
  • Conduct regular partner check-ins and business reviews with partners to discuss performance, opportunities, challenges, and next steps.
  • Identify and pursue opportunities to increase partner adoption, revenue, and penetration across Beacon Nonprofit, SnapMailbox, and 360 Legal Forms.
  • Proactively identify implementation or account risks and coordinate internal resources to resolve issues.
  • Gather partner feedback and share product needs, operational insights, and growth opportunities with internal teams.
  • Maintain accurate partner activity, implementation status, performance, opportunities, and next steps in HubSpot CRM.
  • Help develop scalable processes for partner onboarding, activation, account management, and growth.

What You’ll Need

  • Bachelor’s degree in Business, Marketing, Communications, Business Administration, or a related field preferred.
  • Two or more years of experience in partnerships, account management, customer success, partner success, implementation, or a related B2B role.
  • Experience managing business relationships through implementation, launch, and ongoing account management.
  • Strong project management skills with the ability to coordinate multiple stakeholders, priorities, and timelines.
  • Strong relationship management, communication, organization, and problem-solving skills.
  • Experience identifying account growth, adoption, expansion, or cross-sell opportunities.
  • Ability to analyze partner performance and translate data into clear actions and recommendations.
  • Experience working cross-functionally with Product, Engineering, Operations, Sales, Marketing, or similar teams.
  • Experience with B2B SaaS, technology, legal, financial, compliance, nonprofit, or professional services solutions preferred.
  • Proficiency with CRM and account management platforms such as HubSpot or similar tools.
  • Self-motivated and comfortable working independently in a results-driven remote environment.

What Success Looks Like

Success in this role will be measured by:

  • Successfully activating and launching newly signed partners.
  • Reducing time from contract execution to go-live.
  • Maintaining strong partner engagement and retention.
  • Increasing revenue and customer acquisition from existing partnerships.
  • Expanding partner adoption and penetration across applicable products and brands.
  • Proactively identifying and resolving partner risks.
  • Maintaining accurate partner records and account plans.
  • Building scalable and repeatable partner success processes.

Compensation

Base Salary: Approximately $100,000 DOQ

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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