doola - Partnerships Account Manager

Remote - in Latin America2mo ago

Remote Mid LATAM Fintech Software Account Manager Partnership Manager Customer Success Manager Dean B2B Account Management Documentation Reporting Customer Success

Requirements

• 3 to 6+ years in B2B SaaS account management, customer success, or partnerships • Managed a book of 20+ B2B partners or accounts simultaneously (no affiliate or referral programs) • Owned or contributed to a partner onboarding playbook • Worked cross-functionally with product and engineering on API or integration requests • Comfortable reading API docs, understanding webhook flows, and communicating integration requirements without being a technical pass-through • Negotiated contract renewals or term adjustments with B2B partners • Demonstrated HubSpot CRM rigor; every partner interaction logged, pipeline stages maintained • Bachelor's degree or equivalent experience • SaaS startup experience, ideally in FinTech, LegalTech, or compliance • Built a partner health scorecard from scratch • Familiarity with technical terminology around APIs

Responsibilities

• Drive partners from contract signature to first live formation within 14 to 30 days • Maintain a documented health score (formation volume) for every active partner • Run structured quarterly business reviews (QBRs) and proactive touchpoints • Manage the at-risk designation process and own escalation paths • Treat formation revenue as the floor, not the ceiling; surface API expansion opportunities (annual reports, ITIN, tax downstream attach) • Track partner-sourced downstream revenue as a core success metric • Serve as the voice-of-partner into product, operations, and sales • Log all custom partner requests with a repeatability assessment and revenue potential before any engineering triage • Ensure no partner churns without a documented save attempt • Enforce annual contracts per policy and own the renewal cycle

Benefits

• First dedicated partner success seat within the organization • Work at the intersection of fintech, API infrastructure, and global founder enablement • Opportunity to work with a dynamic and innovative company at the forefront of the industry. • Collaborative and supportive team environment with opportunities for growth and development. • Flexibility to work remotely from anywhere with a stable internet connection. • Competitive compensation package with performance-based incentives.