Partner Success Manager, Clio

• You are a strategic thinker and relationship builder, with an entrepreneurial mindset and a proven track record in sales
• This role is ideal for someone who is looking to develop their skills in partnership management and gain valuable experience in a dynamic environment
• Minimum of 1-3 years in partner success, customer success, or account management,
• Strong communication, organizational abilities, and customer support skills
• Ability to proactively identify and address partner challenges and advocate for solutions
• Bachelor’s degree in Business, Marketing, or a related field
• Experience working with Channel Partners

Desirable

• We are currently seeking a Partner Success Manager to join our Channel team! This role will be based in Toronto, Vancouver or Calgary and will support our US based partners
• As a Partner Success Manager, your focus will be to strategically build relationships with current and prospective partners, while also managing a pipeline of incoming leads from the Clio partner network
• The Clio Channel Team is rapidly growing and focused on building and managing relationships with our Channel partners to drive sales and expand our market reach
• The team is focused on activating existing relationships and building new partnerships with firms consisting of Law Consultants, IT Consultants, Managed Service Providers, Accountants/Bookkeepers, and SEO/Marketing Consultants
• The Partner Success Manager will assist in managing and supporting a portfolio of our growth partners, working to provide exceptional service and facilitate the partner’s onboarding, enablement, and daily operational needs
• You'll support the onboarding of new partners, ensuring they are set up and understand the resources and processes available
• Assist in delivering training materials, answering partner inquiries, and helping partners access the tools and resources needed for success
• Serve as the initial point of contact for our growth partners, maintaining regular touchpoints to address questions and check-in on their progress
• Foster positive relationships through proactive communication and by providing reliable, supportive service to our partners
• Help with the day-to-day operations of the partner program, including tracking partner activities, updating partner records, and managing communication channels
• Assist in gathering and reporting data on partner performance, using this data to help identify any areas for support or improvement
• Address partner inquiries, provide timely assistance, and liaise with relevant teams to deliver effective solutions
• Actively learn about the partner landscape to become a trusted resource for partners seeking support