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Upgrade, Inc. logo

Partner Success Manager

Upgrade, Inc.about 2 months ago
Remote
Senior Level

Top Benefits

Stock options
Full medical, dental, vision coverage
Flexible paid time off

About the role

Who you are

  • The successful candidate has an excellent understanding of integrations and implementation processes
  • They will have strengths in project management skills with a quick aptitude for learning new and evolving technologies
  • The ideal candidate possesses strong communication skills with experience managing multiple external relationships
  • 3-5 years’ relevant experience in travel, travel technology or fintech industries
  • 2-3 years' of experience in a client-facing implementation or integration role, preferably within a SaaS company or similar
  • Partnered with external stakeholders in a project management, account management, or customer support capacity, fostering strong relationships
  • Demonstrated project management skills leading complex projects that require cross-functional collaboration
  • Demonstrated business acumen decision-making skills; ability to identify, prioritize, and articulate highest impact initiatives
  • Strong communication skills with the ability to facilitate meetings, present to all levels of the organization, deal with ambiguity and adapt to a fast-paced deadline-driven environment
  • Methodical problem solving skills with a desire to continuously learn and improve the current structure
  • Superior organizational and computer skills (Word, Excel, Powerpoint, G Suite, Atlassian)
  • Ability to work independently with a keen attention to detail
  • Aptitude for making organizational improvements to craft and implement new cutting-edge initiatives and processes

What the job involves

  • As a Partner Success Manager - you are key in driving and owning the partner integration pipeline throughout onboarding, implementation and growth stages
  • You will work closely with members of the partner integration team to gather and prioritize requirements needed for development
  • Additionally, you will work closely with our partner’s technical teams to move them through the pipeline and enable Flex Pay on their sales channels
  • You will partner with the Account team to ensure our partners and Flex Pay are aligned for successful partnership
  • The candidate will support complex integration projects that require multiple touch points and cross-functional coordination with internal teams and partners
  • Lead the integration process for a portfolio of partners across Travel industries. Responsibilities include, but are not limited to:
  • Partnering with Account Managers in being the integration expert for merchant partners
  • Initial discovery for integration compatibility
  • Preparing kick-off meetings and materials for partners
  • Gathering requirements for internal Engineering and cross-functional teams
  • Creating workflow tickets to track ongoing integrations, partner discoveries and troubleshooting with partners as needed
  • Work collaboratively with Integration team members and across the organization to improve processes and mitigate integration risks
  • Own ongoing integration expansion and investigation for partners within your portfolio, which includes ongoing monitoring and validation to ensure the integration continues to work as expected
  • Serve as escalation point for issues that impact the partner’s success (whether issues reported by the Account Management team or the partners directly)
  • Support the management of Salesforce pipeline for the Partner Success team
  • Use project management tools to track and communicate project status throughout the company
  • Assist in large scale company projects and own ad-hoc integration projects as needed (i.e. dev portal revamp, product documentation and knowledge transfer)

Benefits

  • Stock option plan
  • 100% paid coverage of medical, dental and vision insurance
  • Flexible PTO
  • Opportunities for professional growth and development
  • Paid parental leave
  • Health & wellness initiatives

About Upgrade, Inc.

Financial Services