Partner Success Manager

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Who We Are 

Insurity empowers insurance organizations to quickly capitalize on new opportunities by delivering the world’s most configurable, cloud-native, easy-to-use, and intuitively analytical insurance software. Just as importantly, we empower our people—providing the tools, support, and opportunities they need to grow and succeed. 

We don’t just make bold promises—we deliver results. As the largest cloud-based software provider for the Property & Casualty market, Insurity is trusted by 22 of the top 25 P&C carriers and 7 of the top 10 wholesale brokers in the MGA space. Behind that trust is a team that delivers exceptional value and deep industry expertise. 

While our technology sets us apart, it’s our people who truly make the difference. At Insurity, you’ll collaborate with some of the most creative and knowledgeable minds in insurance tech—in a culture that fosters innovation, teamwork, and continuous learning. Our award-winning onboarding experience welcomes and supports you from the moment you accept our offer.   

Ready to grow your career with an industry leader? Apply today—we’re excited to welcome you. #UatInsurity 

Insurity’s Next Partner Success Manager

We are looking for our next Partner Success Manager to help us manage our growing ecosystem of System Integrator and Technology Partners. You will be a critical cog in the gears that drive mutual revenue growth for both Insurity and your assigned ecosystem Partners. 

 What Our Partner Success Manager Will Do 

The Partner Success Manager is responsible for the day-to-day management and operations of the Insurity Partner Program (IPP), launched in January 2026, and their assigned Partners. This role oversees onboarding and ongoing management of Partners, supports Partner operational requirements across their lifecycle, and helps design and execute/drive Partner-led GTM efforts to build qualified joint pipeline and drive incremental revenue for Insurity and our Partners. The Partner Success Manager also collaborates with Program leadership to design, implement, and refine AI automation processes that improve operational efficiency, velocity, and throughput.

Responsibilities will include the following for your assigned/named Partners:

Relationship Management
• Serve as the primary operational point of contact for assigned Partners throughout their lifecycle.
• Manage inbound Partner requests from initial engagement through exit, as needed.
• Perform due diligence on new Partner signup requests, present the Program, support joint GTM business plans, onboard partners and their resources into our systems, and help execute agreed tactical initiatives.
• Proactively communicate resources, training, product materials, marketing assets, Portal guidance, and QBR/EBR coordination needed for Partner success.
• Support Partner renewal processes and help execute structured Partner exit processes when required.
• Manage Partner communications such as newsletters and event invitations in partnership with Partner Marketing and Product.
• Manage Partner sponsorships of Insurity events and drive Partner Day attendance/sponsorship package sales with assigned Partners.  Participate at Partner Day as deemed appropriate by Management.

Program Operations & Delivery
• Orchestrate Partner onboarding by creating Partner and contact records in SFDC PRM, assigning training, and ensuring required systems, environments, and tools are in place.
• Ensure accuracy and completeness of lead forecasting, deal registration, opportunity tagging, and related SFDC CRM/PRM updates for assigned Partners.
• Manage deal registration and assigned Partner sales pipeline processes, including overlap checks against direct sales, existing Partner submissions, and the current Insurity client base.
• Manage Partner legal agreement processing and coordinate with the appropriate internal stakeholders.
• Own Partner Sales Assist Fee (SAF) / referral fee calculations and payment tracking in partnership with Finance.
• Coordinate Program operations that support joint Partner marketing and sales activities, including campaigns, events, Campaign-in-a-Box, and Deal-in-a-Box initiatives.
• Lead Partner performance monitoring and reporting for assigned Partners, including annual promotion / relegation reviews within the Partner tiering model.

Internal Process
• Manage operational interactions within the PRM Partner Portal for assigned Partners, including operational “how do I...?” support.
• Create and maintain Program documentation such as Partner agreements, Program guidelines, GTM sales kits, and enablement assets.
• Track and analyze operational and performance metrics to identify trends, issues, and opportunities to improve Program effectiveness.
• Develop and implement approved automation and agentic AI-driven process improvements that streamline Partner Program operations.
• Drive continuous improvements in the overall Insurity Partner experience and Partner Program operations.
• Help design and launch our Operations AI Fleet of agents to automate many partner tasks for improved partner experiences.

• Other related duties as assigned

Who We’re Looking For  

• 5–7 years of relevant business experience in enterprise SaaS Partner Success Management or a closely related role.
• Bachelor’s degree in a related field (equivalent work experience may be considered).
• Strong understanding of the Insurity Partner Program, Partner lifecycle management, and Partner-led GTM motions.
• Working knowledge of Insurity products, SaaS / BaaS positioning, and how Partners generate qualified pipeline and revenue.
• Familiarity with Partner scorecards, tiering models, incentive programs, and co-sell / referral processes.
• Working knowledge of enterprise software operations; insurance / P&C market familiarity preferred.
• Have the ability to perform these skills at an advanced level:
  • Ability to create concise, audience-relevant, objective-oriented documentation and communications.
  • Analytical and critical thinking.
  • Written and oral English communication.
  • Time management including work planning, prioritization, and organization.
  • Ability to handle multiple priorities or tasks.
  • Self-starter and quick learner.
  • Detail-oriented and process disciplined.
  • Active listening and cross-functional collaboration.
  • Expectation management.
  • Project management.
  • Process analysis, design, and management.
  • Data analysis and metric interpretation.
  • Business acumen and Partner Program acumen.
  • Technical acumen across SaaS systems and workflows.
  • Change management.
  • Coaching, training, and Partner enablement.
  • Meeting facilitation and professional presentation of information.
  • Partner advocacy.
• Nice to have: complete one or more of the following:
  • Applicable insurance certification(s).
  • Salesforce / SFDC PRM-related certification(s).
  • Partner ecosystem / channel program certification(s).
• Advanced experience & knowledge:
  • SFDC CRM and SFDC PRM.
  • PRM Partner Portal administration and support workflows.
  • Lead registration, opportunity management, and pipeline hygiene processes.
  • Workflow, ticketing, and project management tools.
  • Reporting, spreadsheet, and dashboard tools.
  • Document, knowledge-management, and enablement repositories.
  • Automation and agentic AI tools used to improve Partner operations.
• Travel required 0-20%

What’s In It For U  

Work Where You Thrive 
Find the work environment that supports your best—whether that’s remote, in-office, or hybrid—depending on your role and location. Our Flex First Workforce approach offers many fully remote opportunities, while some teams follow hybrid or in-office schedules to stay connected and collaborative. 

Take Time When You Need It 
We trust our team to manage their time with our Open PTO Policy, empowering you to recharge when it matters most. 

Benefits That Start on Day One 
Enjoy comprehensive health coverage and employer-matched retirement savings right from your first day—because we know how important these are to you. 

Living Our Values Every Day 
Our core values are more than words on a wall—they guide how we hire, grow, and retain the very best talent. 

Award-Winning Onboarding 
From your first day to your first anniversary, our onboarding program is designed to set you up for success and help you make an immediate impact. 

Grow Your Career from Within 
We believe in promoting from within. In fact, over 25% of our open roles are filled by internal candidates. 

Mentorship That Matters 
Our mentorship program connects you with experienced leaders who are committed to helping you grow both personally and professionally. 

Insurity Podcasts 
Explore podcasts from our Learning & Development team for deeper insight into Insurity products, company innovation, and the business as a whole. 

Keep Learning, Always 
Fuel your growth with full access to LinkedIn Learning and Kaplan—because continuous development is key to success. 

Invest in Your Future—And Your Family’s 
Through our partnership with the University of Arizona Global Campus, you and your family can access discounted tuition and pursue educational goals affordably. 

Earn When You Refer 
Love where you work? Invite others to join us! Our Employee Referral Bonus program rewards you for bringing great people on board. 

We have five Core Values at Insurity; one of which is to Act with Integrity.  Providing pay transparency helps you make the best decision for you.  We continuously analyze and update our salary ranges for our roles according to market trends to not only ensure our employees are paid fairly, but also help close gender, race, and disability wage gaps. Along with the benefits listed above, the career level salary range for this role is $70,000 to $140,000. We share a career level salary as a guideline; however, actual salary may vary based on your experience and qualifications. If your application advances, your recruiter will review these details with you during a video interview. 

Insurity is proud to be an Equal Opportunity Employer  

We are dedicated to creating an exceptional work environment for all our employees by extending a culture of diversity, equity, inclusion, and belonging into the very fabric of our organization.  We embrace differences and diversity of identity, experience, and thought, and actively strive for inclusive behaviors across our company.  

 We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application and/or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.  Please contact us to request accommodation.  

Thank you for your interest in Insurity!  Please understand that due to the volume of applicants we receive, only selected candidates will be contacted.  

 #LI-Remote   #innovateatinsurity

medical insurance; dental insurance; vision insurance; 401(K) match; paid maternity leave; paid paternity leave; disability insurance

California Privacy Notice for Applicants
If you are a California resident, the California Consumer Privacy Act (“CCPA”), as amended by the California Privacy Rights Act (“CPRA”), requires us to provide you with information regarding how we collect, use, and disclose your personal information in connection with your application for employment.
By submitting your application, you acknowledge that Insurity may collect, use, store, and process personal information for recruitment, hiring, onboarding, employment, security, compliance, and business operations purposes. This information may include contact information, professional and educational history, qualifications, background check information where permitted by law, and other information you voluntarily provide during the application process.
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