Partner Relationship Manager - Marketplace, Insurance and Retirement - IL - On Site

PrismHR is the leading payroll, benefits, and HR software for Human Resource Outsourcing (HRO) organizations, including Professional Employer Organizations (PEOs) and Administrative Service Organizations (ASOs). Powering more than 80,000+ companies, 2.5 million worksite employees, and $85 billion in payroll processed annually, PrismHR offers the most efficient, reliable, and scalable software solution to help PEOs and ASOs grow. The PrismHR platform supports the full "hire-to-retire” lifecycle of HR services and provides additional resources such as the PrismHR SEEDS sales and marketing program, the annual PrismHR LIVE Conference, and numerous learning opportunities.

About the role

The Partner Relationship Manager is responsible for managing partners, scaling revenue, and optimizing strategic insurance benefits and retirement partnerships to drive revenue growth, product adoption, and an exceptional customer experience across the PrismHR ecosystem. This role serves as the primary point of contact for assigned partners and plays a critical role throughout the partner lifecycle—supporting new partner onboarding, ongoing relationship management, and collaboration with Advisory and Broker of Record (BOR) operations.

The Partner Relationship Manager works cross-functionally with Sales, Client Growth Managers (CGMs), Client Success, Product, Marketing, Finance, Legal, and Advisory Operations to ensure partners are positioned, enabled, and operationally aligned for success. This individual builds deep, multi-level relationships with partners, establishes shared goals and performance expectations, and continuously identifies opportunities to improve adoption, operational effectiveness, and long-term growth.

Responsibilities

• Ongoing partner relationship management
  • Serve as the primary relationship owner for assigned partners, maintaining strong, multi-threaded relationships across sales, operations, product, and leadership.
  • Set and manage mutually agreed-upon annual goals and KPIs with each partner, including revenue targets, adoption metrics, service levels, and operational performance.
  • Lead regular partner touchpoints and Quarterly/Annual Business Reviews focused on performance, pipeline, operational effectiveness, and strategic alignment.
  • Collaborate with internal teams (Sales, CGMs, Client Success, Product, Marketing, Finance, and Advisory Operations) to ensure partner offerings are positioned, sold, and supported effectively.
  • Act as an internal ambassador for partner offerings—ensuring sales teams are enabled, messaging is accurate, and expectations are clearly set.
  • Identify growth opportunities within the PrismHR HRO ecosystem and implement targeted initiatives to increase penetration, adoption, and revenue.
  • Facilitate ongoing feedback loops between partners and PrismHR Product/Operations teams to address issues, improve integrations, and enhance the overall offering.
  • Support partner participation in PrismHR events (e.g., PrismHR LIVE), including sponsorship alignment and execution.
  • Provide clear, consistent reporting on partner performance, risks, opportunities, and outcomes.
• Onboarding New Partners
  • Own or support the structured onboarding of new insurance, benefits, and advisory partners to ensure readiness for launch, sales alignment, and operational success.
  • Coordinate cross-functional onboarding efforts across Legal, Finance, Product, Sales Enablement, Marketing, and Advisory/BOR Operations.
  • Support contract execution and alignment (e.g., commercial terms, commission structures, BOR requirements, data-sharing expectations).
  • Partner with internal teams to define and document onboarding requirements, workflows, and readiness criteria prior to launch.
  • Ensure new partners are properly enabled for PrismHR sales teams, including product training, positioning, processes, and support models.
  • Partner with Marketing and Sales leadership to align go-to-market strategy, launch timing, and adoption goals.
  • Act as a central point of coordination during early-stage partner lifecycle to ensure issues are identified and resolved quickly.
  • Confirm handoff from onboarding to steady-state partner management with clear ownership and success metrics.
• Assistance with Advisory & BOR Operations
  • Support the operational execution and scalability of PrismHR's Insurance Advisory, Broker of Record (BOR), and related services.
  • Work closely with Advisory/BOR Operations teams to ensure partners are aligned with PrismHR advisory workflows, compliance requirements, and service standards.
  • Assist in coordinating partner involvement in BOR transitions, advisory engagements, and ongoing service delivery as needed.
  • Help identify and resolve operational gaps impacting client experience, enrollment outcomes, or revenue realization.
  • Support documentation, process refinement, and communication needed to scale advisory and BOR-supported offerings.
  • Act as a liaison between partners and internal operations teams when issues arise, ensuring accountability and timely resolution.
  • Contribute to continuous improvement efforts to streamline advisory-enabled partner processes and reduce friction for clients, CGMs, and sales teams.
• Marginal Functions
  • Build, maintain, and promote relationships with team members, peers across disciplines, and all other company team members to ensure effective coordination of communications and services.
  • Attend webinars and training to stay up to date on best practices related to the company and department.
  • Complete projects and other duties as assigned by supervisor.

Requirements

• Bachelor's degree or additional degree(s) preferred.

Skills

• Strong customer success mindset.
• Proven ability to hit revenue or lead goals, especially in a channel or partnership scenario.
• Capable of building trust quickly to develop and maintain genuine relationships in various environments including in-person, phone, email, and web meetings.
• Exceptional written and oral communication skills to engage effectively at all levels both internally and externally.
• Proven ability to prioritize continuously and complete multiple tasks with little supervision.
• Flexible and adaptable self-starter with the ability to take ownership and initiative approaching all tasks and projects proactively.
• Passion for work and an ability to apply that passion to both daily tasks and larger, longer-term projects.
• Collaborative and team-oriented attitude.
• Effective problem-solving capabilities.
• Intellectual curiosity, humility, accountability, and a positive approach.

Physical, Mental, & Communication Demands

• Physical Demands
  • Sedentary work: Primarily involves sitting for extended periods, often at a desk or computer.
  • Manual dexterity: Frequent use of hands and fingers to operate a computer keyboard, mouse, and other office equipment.
  • Mobility: Occasional walking or traversing throughout the office to meet with leaders and other employees.
  • Visual acuity: Ability to read and analyze data on a computer screen and in printed materials.
  • Lifting & carrying: Minimal physical lifting required, but may involve handling documents and lifting light office supplies.
• Mental Demands
  • High level of attention to detail for managing products, reports, and contracts.
  • Problem-solving: Ability to strategically plan the needs of the department.
  • Multitasking: Manage multiple tasks and projects simultaneously, often under tight deadlines.
  • Decision-making: Make informed decisions regarding partner strategies.
  • Stress management: Handle stressful situations calmly and effectively, especially when dealing with partner and internal team concerns.
• Communication Demands
  • Strong interpersonal skills to build relationships and communicate effectively with employees, managers, clients, and external vendors.
  • Cultural sensitivity: Communicate with individuals from diverse cultural backgrounds, demonstrating cultural awareness and sensitivity.
  • Written communication: Prepare clear and concise documentation, including emails and notes.
  • Verbal communication: Lead planning sessions and team meetings, provide clear instructions, and support for clients, employees, and managers.
  • Presentation skills: Present information effectively in training sessions with employees and other departments.

Pay

Compensation range: $95,000 - $104,000

Benefits

• Health Insurance: Medical, dental, and vision coverage.
• Retirement Plan: 401(k) with company match.
• Paid Time Off: PTO, holidays, parental leave, and sick leave provided as required by applicable state law.
• Other Benefits: Life insurance, short-term disability, long-term disability, employee assistance program (EAP), flexible spending account (FSA), health savings account (HSA), identity theft protection, critical illness, accident, cancer, hospital protection, legal and pet insurance.