Partner Success Representative
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At a glance
Job overview
The Partner Success Representative will manage a portfolio of small accounts, serve as the primary contact for day‑to‑day needs, and support the broader Account Management team. Responsibilities include tracking account activity, coordinating shipping schedules, maintaining CRM records, preparing reports, and providing backup coverage for Account Managers in a fast‑paced environment.
Skills & qualifications
Skills
Benefits
Full job description
About the Role We are looking for a highly organized and collaborative Partner Success Representative to join our Account Management team. This role is ideal for someone who thrives in a dynamic environment, enjoys variety in their day-to-day responsibilities, and takes pride in keeping teams running smoothly. You'll manage your own book of business while also playing a critical support role across the broader Account Management function.
Key Responsibilities Account Management
- Own and manage a portfolio of small accounts, serving as the primary point of contact for day-to-day needs, relationship management, and growth opportunities
- Develop a deep understanding of each partner's business to proactively identify needs and deliver exceptional service
- Track account activity, maintain accurate CRM records, and provide regular updates on account health and performance
Shipping & Logistics Coordination
- Oversee and manage shipping schedules across the Account Management team, ensuring accuracy, timeliness, and clear communication with internal and external stakeholders
- Serve as the central point of coordination between account managers and logistics/operations teams to resolve scheduling conflicts and flag potential delays
Team Administration
- Support the day-to-day administrative functions of the Account Management team, including maintaining shared calendars, tracking deliverables, and coordinating internal processes
- Assist in preparing reports, meeting materials, and team communications as needed
- Help identify opportunities to streamline workflows and improve team efficiency
Account Manager Coverage
- Act as a reliable backup for Account Managers when they are out of office, ensuring seamless continuity of service for partners and internal stakeholders
- Quickly get up to speed on active accounts and open items to minimize disruption during coverage periods
Required Skills
- Strong organizational skills with the ability to manage multiple priorities simultaneously
- Excellent written and verbal communication skills
- A team-first mindset with the ability to build trust quickly, both internally and with partners
- Proficiency in CRM software (Salesforce, HubSpot, or similar) and standard business tools (Excel, Google Workspace, etc.)
- Comfortable working in a fast-paced environment where priorities can shift
Preferred Skills
- Experience with logistics or shipping coordination
- Familiarity with channel sales or partner programs
Benefits
- Comprehensive health, dental, and vision coverage.
- Paid Time Off: Generous paid time off and holiday schedule.
- Retirement Plan: 401(k)
- Professional Development: Opportunities for training and professional growth.
- The opportunity to do your life's work in a dynamic and creative environment with likeminded individuals
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