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Customer Success Manager

• Your day-to-day: ownership instead of mere account management
• You structure and own partner onboarding: clear playbooks, training & certifications — no bespoke one-offs, but scalable standards
• You ensure new partners go live quickly: onboard first customers, stabilize usage, and consistently shorten Time-to-First-Value
• You develop existing partners further: identify growth opportunities, launch campaigns and expansions, and feed real-usage feedback back into the product
• You manage the partner base using data: Health Scores, quarterly reviews, and clear escalations when partners underperform
• You work closely with Channel Sales, Marketing and Product — with a focus on impact, not coordination.

Partner Success Manager

• You structure and own partner onboarding: clear playbooks, training & certifications — not ad hoc tinkering but scalable standards.
• You ensure new partners go live quickly: onboard initial customers, stabilize usage, and consistently shorten time-to-first-value.
• You develop existing partners further: identify growth opportunities, initiate campaigns and expansions, and feed real-usage feedback back into the product.
• You manage the portfolio based on metrics: health scores, quarterly reviews, and clear escalations when partners underperform.
• You work closely with Channel Sales, Marketing, and Product — focusing on impact, not coordination for its own sake.

Partner Success Manager, All Genders

Sales

• Identify target partners, approach them, get them to list our offerings, and initiate enablement
• Coordinate deal registrations and campaigns with Marketing
• Launch initial customers live with partners and scale deployments

Channel Sales Manager – Reseller

• Qualify, negotiate, close — with strict pipeline discipline.
• Plan activation campaigns with Marketing (calls, webinars, nurture campaigns).
• Own the forecast, keep CRM data accurate, and share learnings with the team.

Channel Sales Manager – Tax

• Identify target partners, approach them, get them listed, and initiate enablement.
• Coordinate deal registrations & campaigns with Marketing.
• Bring partners’ first customers live and scale deployments.
• Newly listed partners per quarter.
• First revenue ≤ 60 days after start.
• Ongoing partner revenues & closing rates from partner opportunities.
• Forecast accuracy & CRM hygiene.

Channel Sales Manager – VARs/Resellers/IT System Houses

• Qualify, negotiate, and close deals — maintaining strict pipeline discipline.
• Plan activation campaigns with Marketing (calls, webinars, nurture programs).
• Own the forecast, keep the CRM clean, and feed learnings back into the team.

Channel Sales Manager – Tax Advisor Ecosystem

Artificial Intelligence

• Break down existing marketing processes (e.g., ABM, social media, research, campaigns)
• Build and operate internal AI marketing agents
• Design end-to-end workflows from ICP definition to campaign iteration
• Integrate modern tools and platforms (LLMs, Clay, Zapier, Make, CRM systems)
• Continuously test and improve prompts, agent logic, and data flows
• Measure business impact (pipeline, leads, efficiency, scalability)
• Work closely with marketing leadership, sales, and executive management

Marketing Manager – AI Systems & Growth

• Rapidly enable partners to become productive and increase product usage.
• Structure onboarding (playbooks, training, certifications).
• Get initial customers live quickly and stabilize usage.
• Identify growth paths (add-ons, campaigns) and relay partner feedback into the product.
• Conduct quarterly reviews, manage health scores and handle escalations effectively.
• Measure success by activation rate and time-to-first-value.
• Track expansion/NRR per partner and active users.
• Monitor partner satisfaction (NPS) and the number of trained sellers/consultants.

Channel Success Manager, Partner Enablement

Manager

• Identify target partners, engage them, get them listed, and initiate enablement.
• Coordinate deal registrations and campaigns with marketing.
• Onboard partners to bring initial customers live and scale deployments.
• New partners listed per quarter.

Channel Manager – VARs / Resellers / IT System Integrators

Public Relations

• User support and troubleshooting: Assist with IT issues; diagnose and resolve hardware and software problems.
• Installation and configuration: Install and configure PCs, laptops, printers; set up user accounts and software updates.
• Network management: Manage and monitor networks; support LANs, WANs, and VPNs; perform network troubleshooting.
• Data backup and recovery: Perform regular data backups, maintain disaster recovery plans, and execute data restoration.
• Security management: Implement security measures, manage antivirus software and firewalls, and provide IT security training.
• Documentation and reporting: Document IT processes, produce reports, and maintain a knowledge base.
• Training and development: Conduct employee training on new technologies and IT systems.
• Hardware maintenance and repair: Maintain and repair hardware, monitor infrastructure, and manage warranty claims.
• Project support: Contribute to IT projects, collaborate with other departments, and support IT initiatives.
• Helpdesk management: Manage helpdesk tickets, prioritize and escalate support requests, and ensure prompt resolution.

IT Systems Administrator – Hybrid Work

• You acquire new customers and excite them about our account-switching products
• You support the development and implementation of a scalable sales strategy
• You align optimal sales targets in collaboration with your team lead and the product team and build long-term business relationships
• You establish and optimize sales processes, tools, and KPIs
• You conduct sales conversations, negotiate contracts, and provide comprehensive account management for existing customers
• You analyze market and competitor trends and identify potential opportunities
• You represent us enthusiastically at events, expand your network, and proactively drive sales

Junior Sales Manager – Remote

• User support and troubleshooting: Assist with IT issues; diagnose and resolve hardware and software problems.
• Installation and configuration: Install and configure PCs, laptops, and printers; set up user accounts and software updates.
• Network management: Manage and monitor networks; support LANs, WANs and VPNs; perform network troubleshooting.
• Data backup and recovery: Perform regular data backups, maintain disaster recovery plans, and conduct data restoration.
• Security management: Implement security measures; manage antivirus software and firewalls; provide IT security training.
• Documentation and reporting: Document IT processes, prepare reports, and maintain a knowledge base.
• Training and development: Conduct employee training on new technologies and IT systems.
• Hardware maintenance and repair: Maintain and repair hardware, monitor infrastructure, and handle warranty claims.
• Project support: Contribute to IT projects, collaborate with other departments, and support IT initiatives.
• Helpdesk management: Manage helpdesk tickets, prioritize and escalate support requests, and ensure timely resolution.