Partner Discovery Client Success Manager

We are currently seeking a customer-centric, magnetic, and highly-motivated individual to join our Customer Success Team and develop the “success” part of delivering our product PartnerOptimizer. The Customer Success Manager (CSM) will report directly to the VP of Client Services and is responsible for cultivating and maintaining strong relationships within assigned accounts ensuring high levels of customer satisfaction and recognition of ROI, leading to strong renewals and growth opportunities, and an exceptional onboarding and nurturing experience. The CSM works alongside Sales, Customer Support, and Product Management teams to ensure our services are delivered successfully.


  • Become an expert and superuser of PartnerOptimizer product and educate customers on the use and benefits of our products
  • Partner with customers to establish clear business goals, timelines, priorities, and metrics of success
  • Build relationships with assigned customers, help them with issues, and continually delight them with a positive, customer-centric attitude. Provide proactive strategy with their assigned customer accounts
  • Run periodic “health checks” of customers’ Workspaces to make sure they are using functionality optimally.
  • Analyze and QA partner profiles and insights for PartnerOptimizer customers.
  • Build search algorithms based upon Ideal Partner Profiles.
  • Work with customers to ensure they are leveraging PartnerOptimizer effectively and finding value in our services
  • Work closely with Sales, Support, Billing, and other Technical teams to ensure an exceptional customer experience and take care of any customer issues
  • Be a customer advocate while capturing customer feedback and reporting requests to Product Management and Development
  • Efficiently manage time to focus on essential activities to ensure customer satisfaction, account renewal, and account growth
  • Develop and share best practices with team members to continually improve the quality, effectiveness, and efficiency of our processes
  • Maintain a revenue base by managing account retention and renewal
  • Drive revenue through increased product adoption and increased usage
  • Help implement and improve business processes for the PartnerOptimizer team.


  • 5+ customer facing experience and 2+ years in software (SaaS preferred).
  • Expertise in understanding channel partnership terminology
  • 1+ year of customer success or sales directly with enterprises.
  • You are knowledgeable, experienced in project management, business process redesign, and change management.
  • Well-organized, with a high attention to detail and ability to prioritize
  • Confident, high energy, self-motivated and a true team player
  • You have great people skills: genuine, warm, positive, engaging, connects well with people, friendly, empathetic, you show tact and poise under pressure when dealing with difficult interpersonal situations, and possess a high degree of patience.