Partner Customer Success Manager (Fintech)

TL;DR

Partner Customer Success Manager (Fintech): Managing the end-to-end journey for high-value accounting firms to drive platform adoption and retention with an accent on strategic relationship management and cross-functional orchestration. Focus on quarterbacking complex integrations, translating partner pain points into product roadmap insights, and ensuring a premium VIP experience for partners.

Location: Hybrid (Frisco, Texas) - Must be based in or able to work from the Frisco/Dallas area (3 days in office)

Salary: $114,000–$154,500

Company

A global financial technology platform powering prosperity for small businesses and individuals through products like QuickBooks, TurboTax, and Mailchimp.

What you will do

• Serve as a strategic partner for high-value accounting firms, ensuring maximum platform leverage to meet their business needs.
• Manage the end-to-end partner experience from initial implementation through to renewal.
• Coordinate between Sales, Professional Services, Support, and Product teams to resolve issues and advocate for partner needs.
• Conduct regular business reviews and proactive outreach to monitor firm health, usage trends, and subscription growth.
• Drive ongoing product education and best practices to help partners extract maximum value from the ecosystem.
• Translate recurring product pain points into actionable roadmap insights to improve the accountant experience.

Requirements

• 5+ years of experience in Customer Success, Account Management, or B2B client engagement.
• 2+ years of experience in SaaS, cloud-based enterprise solutions, or financial management platforms.
• Proven track record of driving product adoption and improving retention within a large-scale matrixed organization.
• Proficiency in customer success tools such as Salesforce and Quickbase.
• Ability to travel up to 30% to partner sites.
• Hybrid work requirement: Must work 3 days per week from the Frisco, Texas office.

Culture & Benefits

• Competitive compensation package with a strong pay-for-performance rewards approach.
• Eligibility for cash bonuses and equity rewards.
• Comprehensive benefits for full-time employees.
• Commitment to fair pay and regular comparisons across ethnicity and gender.