benepass - Senior Partner Success Manager

U.S Remote - Hybrid$125k - $145k+ Equity3w ago

In Office Senior NA Fintech Payments Partner Manager Customer Success Product Marketing Client Onboarding Training Development Project Planning

Requirements

• 5+ years of experience in partnerships, customer success, account management, channel management, implementation, or a similar client-facing role. • Experience in employee benefits, HR technology, SaaS, fintech, benefits administration, or a related industry. • Demonstrated success managing strategic external relationships and senior stakeholders. • Strong experience leading implementations, onboarding programs, or complex cross-functional projects. • A track record of creating scalable processes, playbooks, templates, and operating practices. • Commercial orientation, including the ability to identify and support expansion opportunities while maintaining partner trust. • Comfort using data to assess account health, identify trends, and recommend actions. • Excellent written and verbal communication skills, including the ability to facilitate executive-level conversations. • Strong organization, judgment, follow-through, and attention to detail. • Ability to operate independently, influence without authority, and bring structure to an evolving environment. • Experience working with digital health companies, benefits consultants, PEOs, TPAs, HRIS providers, or benefits-administration platforms. • Experience building or managing a channel, referral, marketplace, or strategic partner program. • Familiarity with spending accounts, and global health and wellness benefits • Experience with Salesforce or another CRM, customer-success platform, or partner-management system. • Experience supporting integrations, fintech products, payments, or benefits technology workflows. • Willingness to travel occasionally for partner meetings, events, and industry conferences.

Responsibilities

• PARTNER SUCCESS AND RELATIONSHIP MANAGEMENT • Own a portfolio of strategic partners and build trusted relationships with their key stakeholders. • Develop partner success plans, communication cadences, regular check-ins, and business reviews. • Understand each partner’s business model, client base, goals, and operating needs. • Serve as the senior point of contact for partner questions, escalations, planning, and ongoing collaboration. • Identify opportunities to deepen relationships and increase the value Benepass provides to each partner. • IMPLEMENTATION STRATEGY AND SCALABLE ONBOARDING • Own the partner implementation experience from initial handoff through launch and ongoing optimization. • Define best practices for onboarding different partnership models, including health plans, digital health companies, benefits administrators, TPAs, HRIS platforms, and others • Develop repeatable implementation frameworks, onboarding plans, project templates, checklists, timelines, and readiness criteria. • Establish scalable workflows for partner onboarding, client introductions, implementation support, and post-launch engagement. • Identify opportunities to standardize, automate, and improve partner onboarding without losing a high-touch experience. • Coordinate cross-functional implementation workstreams and ensure commitments, risks, dependencies, and decisions are clearly documented. • Continuously evaluate onboarding performance and refine processes based on partner feedback, client outcomes, and internal learnings. • PARTNER ENABLEMENT AND GO-TO-MARKET SUPPORT • Develop and deliver partner training, webinars, workshops, office hours, and other enablement programs. • Ensure partners understand Benepass’s products, ideal customer profile, implementation process, and value proposition. • Support smooth handoffs between partner, Sales, Implementation, and Customer Success teams. • CUSTOMER OUTCOMES AND PERFORMANCE • Monitor partner and referred-client performance, including activation, utilization, engagement, retention, satisfaction, and expansion opportunities. • Conduct regular performance reviews with partners and translate data into clear recommendations and action plans. • Identify risks early and coordinate timely resolution of partner or client issues. • Partner with Customer Success to ensure partner-referred clients achieve strong adoption and long-term value. • Identify opportunities to expand partnerships through additional clients, products, geographies, or benefit programs. • CROSS-FUNCTIONAL LEADERSHIP AND OPERATIONAL EXCELLENCE • Act as the voice of the partner internally, surfacing recurring needs, operational issues, product feedback, and market opportunities. • Influence Product, Operations, Support, and Implementation priorities based on partner and client insights. • Build and maintain partner playbooks, standard operating procedures, reporting, and documentation. • Establish clear ownership and communication across teams involved in partner relationships. • Maintain accurate partner activity, health, opportunities, commitments, and next steps in Benepass’s CRM and internal systems. • Help shape the operating model and best practices for Benepass’s growing partner ecosystem. • WHAT SUCCESS LOOKS LIKE • Partners are knowledgeable, engaged, and confident representing Benepass. • New partnerships and partner-referred clients move smoothly from introduction through implementation and launch. • Benepass has clear, repeatable onboarding processes for different partnership models. • Partner-sourced pipeline, activation, retention, utilization, and expansion improve over time. • Partner satisfaction and confidence in working with Benepass remain strong as the ecosystem scales. • Internal teams have clear visibility into partner needs, risks, opportunities, and commitments. • Partner implementation materials, workflows, and best practices become increasingly standardized and efficient.

Benefits

• Base Salary: $125,000 to $145,000 + variable + equity • RANGE(S) IS SUBJECT TO CHANGE. BENEPASS TAKES A NUMBER OF FACTORS INTO ACCOUNT WHEN DETERMINING INDIVIDUAL STARTING PAY, INCLUDING MARKET COMPARABLES, INTERVIEW PERFORMANCE, PEER COMPENSATION, AND YEARS OF EXPERIENCE. • 95% coverage of medical, dental, and vision • Fantastic benefits (of course 😃), including: • $250 WFH setup (one time) • $500/year Learning & Development Benefit • $150/month cell phone + internet • $100/month Wellness • $100/month Co-working and Commuter Benefit • At Benepass, we are working towards reimagining how companies take care of their people. We are committed to creating an inclusive environment for all our employees and are seeking to build a team that reflects the diversity of the people we hope to serve with our revolutionary products. Benepass is proud to be an equal-opportunity employer.