Partner Success Manager

Location: Remote
Working Hours: 9:00 AM – 5:00 PM EST / CST

About the Company

We are a specialized professional services firm delivering cost segregation studies and energy tax solutions to partners and their clients across the U.S. Our work helps businesses unlock significant tax advantages through structured, compliant, and high-impact strategies.

We operate as a partner-driven organization, working closely with referral partners, advisory firms, and stakeholders to deliver consistent value, exceptional service, and long-term outcomes.

Role Overview

The Partner Success Manager plays a critical role in managing and strengthening long-term partner relationships. This role is focused on partner enablement, account stewardship, and value realization, ensuring our partners are successful, informed, and confident in the solutions we deliver together.

Rather than traditional customer support, this role is about relationship ownership, proactive communication, and helping partners maximize outcomes for their end clients while identifying opportunities to deepen collaboration.

Key Responsibilities

Partner Relationship Management

Serve as the primary point of contact for assigned partners, building trusted, long-term relationships.
Act as a strategic partner liaison, ensuring alignment, responsiveness, and consistency across engagements.
Maintain regular touchpoints to understand partner needs, priorities, and growth opportunities.

Partner Onboarding & Enablement

Guide new partners through onboarding, ensuring clarity around processes, timelines, and deliverables.
Educate partners on cost segregation and energy tax solutions so they can confidently position services with their clients.
Provide ongoing enablement, updates, and best practices to support partner success.

Account & Opportunity Management

Oversee partner accounts end-to-end, ensuring smooth execution of projects and high satisfaction.
Identify opportunities to expand value through additional services, referrals, or deeper engagement.
Proactively address concerns, risks, or misalignment before they escalate.

Internal Collaboration

Work closely with internal teams to ensure partner deliverables are accurate, timely, and aligned with expectations.
Act as the voice of the partner internally, advocating for improvements and better outcomes.

Feedback, Reporting & Performance Tracking

Collect structured partner feedback and translate insights into process or service improvements.
Track and analyze KPIs related to partner satisfaction, retention, engagement, and growth.
Provide regular updates to leadership on partner health, risks, and expansion opportunities.

Qualifications

Experience

3+ years in partner success, account management, customer success, or a similar relationship-driven role.
Experience managing long-term accounts or partnerships preferred.

Education

Bachelor’s degree in Business, Communications, or a related field (preferred, not required).

Core Skills

Strong relationship-building and communication skills.
Highly organized with excellent time and priority management.
Proactive, solution-oriented mindset with strong ownership mentality.
Comfortable working independently in a remote environment.

Technical & Industry Knowledge

Familiarity with CRM tools and Microsoft Office Suite.
Exposure to professional services, tax, accounting, or advisory environments is a plus (but not required).
Willingness to learn and understand cost segregation and energy tax concepts.

What Success Looks Like

Partners feel informed, supported, and confident working with us.
Engagements run smoothly with minimal friction or escalations.
Partner retention and satisfaction remain consistently high.
Opportunities for expanded collaboration are identified and executed.
Internal teams receive clear, actionable feedback from partner interactions.

Why Join

Work in a partner-centric, relationship-driven role with real ownership and impact.
Join a growing firm in a specialized, high-value industry.
Competitive compensation with flexible working hours.
Opportunities for professional growth and long-term advancement.
Supportive, collaborative, and performance-oriented culture.

Partner Success Manager - 17137