Partner Success Manager

We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info, remove boilerplate (scam warnings, EEO, etc). Must not include filler like "commensurate with experience". Must not create Pay/Schedule/Benefits unless posting actually states them. The posting includes Benefits (list of benefits), Pay (salary range), Schedule? It mentions "Travel required 0-20%" and "Work Where You Thrive" about remote/hybrid but not explicit schedule. It says "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." That's about schedule/location but not explicit schedule. Could treat as Schedule? Might be considered schedule info. However rule: only create Schedule section if posting actually states them. It does mention remote/hybrid options, but not specific schedule like full-time, hours. Might be considered schedule info. Safer to include a Schedule section with that content? The rule says "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state benefits (list), pay (salary range), schedule? It mentions work environment remote/hybrid, which is about schedule/location. I'd include Schedule with that info. We need sections: About the role (maybe "Who We Are" and description). Responsibilities (list). Requirements (maybe "Who We’re Looking For" includes experience/education). Qualifications maybe overlapping. Skills (list of abilities). Benefits (list). Pay (salary range). Schedule (work environment). Must not repeat job title as heading. We must preserve all substantive info; do not invent or summarize away detail. Must not include boilerplate like scam warnings, EEO, etc. Also remove duplicated lines. Let's extract content: - Who We Are paragraph: description of Insurity. - Job title line: "Insurity’s Next Partner Success Manager" (but we don't repeat as heading). - "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" paragraph. - Responsibilities: list under "Responsibilities Will Include The Following For Your Assigned/named Partners" with subheadings Relationship Management, Program Operations & Delivery, Internal Process, each with bullet-like sentences. We need to convert to

• . We'll need to parse each bullet. Let's list responsibilities: 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. Now "Who We’re Looking For" includes requirements: - 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: (list) - 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% Now Benefits section: after "What’s In It For U" we have bullet list: - 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. Also later: "medical insurance; dental insurance; vision insurance; 401(K) match; paid maternity leave; paid paternity leave; disability insurance" appears at end before California Privacy Notice. That's a list of specific benefits. Thus Benefits section should include those specific benefits plus the other benefit descriptions? The rule: preserve ALL substantive information; do not invent or summarize away detail. So we need to include all benefit info. Could combine into a
  • list. We must not include boilerplate like EEO, scam warnings, California Privacy Notice, etc. Also we must not include duplicated lines. Now sections: - About the role: could be the "Who We Are" and the introductory paragraphs about the role. We'll put that in

    . - Responsibilities:

    Responsibilities

    then
    • each bullet. - Requirements: maybe

      Requirements

      for the experience/education and core qualifications. - Skills:

      Skills

      for the list of abilities (the advanced level skills). Could also include nice-to-have and advanced experience as separate? But we can put them under Skills or Requirements. The rule: prefer few substantive sections over many thin ones. We could combine Requirements and Skills into one? But we have headings list: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can use multiple if they have content. We need to decide what goes where. Requirements: experience, education, understanding of program, working knowledge, familiarity, etc. Qualifications: maybe the nice-to-have and advanced experience? Or we could treat Qualifications as the nice-to-have and advanced experience. Skills: the list of abilities (analytical, communication, etc). Let's map: - Requirements: 5-7 years experience, Bachelor's degree, strong understanding of Insurity Partner Program, working knowledge of Insurity products, familiarity with Partner scorecards etc, working knowledge of enterprise software operations; insurance/P&C market familiarity preferred. - Qualifications: Nice to have certifications, Advanced experience & knowledge (SFDC CRM/PRM, etc), Travel required 0-20% (maybe schedule? but travel is not schedule). Could put travel under Schedule? Not exactly. Travel is not schedule; maybe we