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Partnership Success Manager

Baltimore, MD
FosterThomas, Inc. is a leading Human Capital Management Firm. We are assisting our client, a successful software company that enjoys the freedom to chart its own path, in their search for a Partner Success Manager. As the Partnership Success Manager, you will work closely with our 20+ Strategic Partners (Credit Reporting Agencies) to migrate and support new and existing mortgage lenders and originators to a new Platform.  You will be responsible for executing our overall GTM program plan – serving as the primary contact for our strategic partners to develop stronger relationships, manage due diligence, contract management and liaison between business and product teams to support enablement and migrate users to the organization’s platform.        

Essential Functions:
As the Partnership Manager, you will:
  • Work with the CRA channel to migrate existing users from our existing tools to the new Platform
  • Manage the day-to-day relationship interactions and serve as the front line for partners. 
  • Working with Sales, Client Success and CRAs properly onboard lenders
  • Manage partnership resource content, including FAQs, the timely posting of new information, and continuing to develop new resources and processes as our partner program evolves, in collaboration with Sales and Legal. 
  • Capture accurate and complete information about Partners (e.g., contact data, log calls) in HubSpot. 
  • Collaborate with internal and external contacts on innovative technical strategies to promote adoption and utilization of Products
  • Execute on marketing and incentive programs with strategic partners to move lenders and users over to Platform at scale.
  • Monitor partner and client support case escalation queue to resolution.  Act as an internal liaison to Product Support, Client Success, and the Development Team, escalating issues to the appropriate teams.   
  • Work with legal to coordinate due diligence activities.
  • Identify opportunities for streamlining and scaling the process to respond to CRA or Lender requests.
  • Work with Finance to properly manage the commercial relationship with Strategic Partners
  • Effective communication on program status and issues across all program stakeholders.
  • Attend tradeshows/events to build relationships.

Job Specific Competencies:
  • Partner Centric
  • Relationship Builder
  • Project/Program Management
  • Complex Problem Solver
  • Sense of Urgency
  • Adaptable
  • Detail orientation

Required Education and Experience
  • 5+ years’ experience managing large complex projects across organizations, including partners, Lenders and their internal stakeholders.
  • Proven success in managing technical and business issues during project execution.
  • 5+ years Mortgage Industry Relationship, preferably in a technical Account Management capacity.
  • Bachelors / 4-year degree, a plus
  • HubSpot CRM experience, a plus
  • Experience in a start-up environment, a plus

Additional Details and Benefits
  • Meaningful Mission!
  • Creative, Performance Driven Culture
  • Great Healthcare Benefits - most are 100% company paid
  • Generous Paid Leave 
  • Hybrid Environment and Flexibility to work remote
  • Stellar Workspace - great location/hassle free parking
  • Professional Development and Tuition Assistant - we truly value continuous improvement and want to support your journey 
  • Travel: 25%, May include industry specific tradeshow participation

 

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