Partner Success Lead, Trellis
$120-140k
+ Bonus
Ebedded insurance provider
Job no longer available
Ebedded insurance provider
101-200 employees
Job no longer available
$120-140k
+ Bonus
101-200 employees
Company mission
To simplify and automate shopping for home and auto insurance by applying technologies to save time and money for shoppers and insurers alike.
Role
Who you are
- This person will be perfectly comfortable managing complex, enterprise relationships, deal modeling and forecasting, operating in a client-first capacity, while leveraging data at the heart of every decision they make
- 5 years experience in enterprise client success or account management, with at least 2 years in Fintech
- Insurance experience is a plus
- Experience with Looker and other BI tools
- Excellent Powerpoint and Excel skills
- Startup experience
- Highly process-driven: Fluent in building strategic plans and processes that increase communication, alignment and effectiveness
- Structured Collaborator and Relationship Builder: Able to listen and connect with people to understand their needs and the question behind the question, while building great rapport
- Quantitative: Proficient at working with and analyzing data, then using it to craft cohesive, compelling narratives. Quickly familiarize themselves with software and analytics tooling, such as using excel and creating Looks
- Solution-oriented: No problem with setting high goals and hitting them
- Excellent Communicator: Highly articulate communicator with excellent written, verbal and deck skills
What the job involves
- The Partner Success Lead will lead the growth and expansion of our most strategic partnerships. You will be responsible for the success, product growth and revenue expansion of our strategic financial institution partners. We will rely on you to understand our clients’ key business drivers, objectives, and challenges
- You’ll use that understanding to identify and implement process-driven solutions and strategies that create value for our partners. In this role, you’ll be the nexus between Trellis’ engineering, product, marketing, analytics and sales, funneling feedback from our partners, serving as their internal advocate, and helping our team build exceptional products
- 30 Days:
- Understand our ICP, their pain points and challenges and how our business solves these problems
- Own day-to-day management of a Tier 1 FI partner with support from the broader org, laying the foundation for a trustworthy partnership
- Become fully knowledgeable about their business, the state of the partnership and what KPIs need to be met to expand the partnership
- Build a solid process for reporting, communication and the status of the partnership across both teams
- Support ad-hoc new client onboarding
- 90 Days:
- Have defined strategies in place to drive growth and adoption for core partners under your remit
- Fully managed key partners, generating the necessary MoM growth to achieve targets
- Leading MBRs & QBRs for clients within your remit and process for those tent-pole projects
- Reporting and monitoring systems in place that provide the team and partners with insights and recommendations to drive growth and additional profit
- 365 Days:
- Outstanding service to our partner clients that give us an edge; seeing around corners and positioning all deals for multi-year growth
- Fully autonomous with the day-to-day and week-to-week maintenance and success of key accounts
Our take
Changing insurance providers can be a confusing and time-consuming process, which is why many people end up sticking with policies that aren't quite right for them. Trellis was built to make this easier, offering a platform that lets users compare insurance options side-by-side. It also works with digital banks and financial platforms to present relevant insurance choices directly to customers.
Recently, Trellis was acquired by Gen Digital, the company behind brands like Norton and LifeLock. As part of the deal, Trellis' technology will be integrated into Gen's "Engine" platform, which helps users find financial products tailored to their needs. Meaning Trellis' tools will now reach a much larger audience and play a role in offering more personalized insurance recommendations.
The acquisition highlights a broader trend in finance, where services like insurance are increasingly built into the apps and platforms people already use. With Gen's scale behind it, Trellis is now in an even better position to grow and improve how customers discover and choose insurance products.
Freddie
Company Specialist at Welcome to the Jungle
Company
Funding (2 rounds)
May 2022
$5m
EARLY VC
Jun 2021
$10m
SERIES A
Total funding: $15m
Company benefits
- Competitive Salary: We target above-market base salaries (75th percentile, US-wide), along with performance bonuses and equity opportunities, so you’re rewarded for your contributions and invested in our shared success.
- Fully Remote: We’re fully remote because we trust great people to do great work wherever they are. We strive to find top performers and provide an environment that allows them to do their best work.
- Investment in You: From a new laptop to a budget for your home office setup, we ensure you have what you need to do your best work. Plus, with quarterly team-bonding events, we stay connected and have some fun, too.
- Health: We invest 100% in health, life, and disability premiums for our employees and contribute 65% for dependents, so you and your family can have peace of mind.
- Retirement: After one year of service, employees are automatically enrolled in Trellis’ 401(k) plan, including a non-elective contribution by Trellis of 3% of your earnings.
- Unlimited Vacation Time: Take the time you need. We believe in working hard, but also trust you to rest and recharge.
Company HQ
Potrero Hill, San Francisco, CA
Leadership
Daniel Demetri
(Founder & CEO)Alongside serving as Trellis' CEO, Daniel is the VP/Head of Insurance Vertical at Gen. Previously, he co-founded Doma where he served as the CPO for 2 years. He also worked at Google for 3 years as an Associate Product Manager and Product Manager.
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