Partner Success Manager
Core
Own the relationship between Float and accounting firms, bookkeepers, fractional CFOs, affiliates, VCs, and consultants who refer their clients to us.
Role type
Senior Partner Success Manager (Channel Growth)
Builds
A scalable partner referral channel and playbook for a fintech platform
Domain
Fintech / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
B2B SaaS customer success, account management, channel partnerships, portfolio management, QBRs, multi-product attach, partner payouts, data analysis, Salesforce, Euler, Snowflake
Preferred skills
CPA/CA/CFA designation, experience with accountants/bookkeepers/fractional CFOs, bilingual French/English, finance/accounting/payments product knowledge
Technologies
Salesforce, Euler, Snowflake
Responsibilities
Build and run motion to increase average clients per partner; own monthly/quarterly business reviews and partner payouts; re-engage partners on full product suite; identify expansion opportunities; serve as direct line for partners; flag operational gaps to Engineering/Rev Ops; drive data collection for funnel measurement.
Seniority
Senior, hands-on IC building from 0 to 1
