Who we are: Through a partnership-based approach, Coterie helps insurance professionals unlock untapped revenue in the small commercial space. Backed by a16z.
About the role
The Partner Success Manager is responsible for supporting partner retention, operational success, and overall partner experience across assigned accounts. This role serves as a strategic support partner to the Partner Account Executives while also acting as the primary relationship owner for designated lower-touch accounts.
What they're looking for
- Bachelor’s Degree in Business, Communications, Insurance, or related field preferred
- 3+ years of experience in client success, account management, agency support, or partner operations
- Experience working within insurance distribution, SaaS, or partner-driven organizations preferred
- Familiarity with CRM systems such as Salesforce or HubSpot and sales engagement tools
- Strong customer service and relationship management background
- Experience managing operational workflows and escalations
More about this role
The Partner Success Manager is responsible for supporting partner retention, operational success, and overall partner experience across assigned accounts. This role serves as a strategic support partner to the Partner Account Executives while also acting as the primary relationship owner for designated lower-touch accounts.
The Partner Success Manager will focus on service coordination, issue resolution, onboarding support, operational relationship management, and retention initiatives to ensure partners remain engaged and successful with Coterie. This role collaborates closely with Partner Account Executives, Partner Development Managers, Insurance, and Revenue Operation teams to deliver a seamless partner experience.
- Serve as the primary operational contact for assigned partners.
- Support Partner Account Executives by managing service requests, escalations, and operational follow-through.
- Coordinate onboarding, training, and enablement activities for partner organizations.
- Manage and resolve partner issues by collaborating with internal teams.
- Maintain relationships with designated maintain and lower-touch accounts.
- Monitor partner satisfaction, engagement, and...
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