Partner Success Manager

About PLACE:

PLACE is shaping the future of real estate. We are revolutionizing the real estate industry
with advanced technology and innovative strategies. Our intuitive platform simplifies the
real estate processes, providing clients with the tools and insights needed to excel.

About Connect

Connect is a PLACE-owned platform powered by Transactly that helps real estate
professionals provide their clients with the services they need throughout the
homeownership journey.

Through Connect, homebuyers and renters can easily discover and purchase services such
as internet, home security, home warranties, moving services, and more—all through a
streamlined experience connected to their real estate relationship.

Connect works with real estate companies, teams, brokerages, and other strategic
partners to make it easier for their customers to access the services they need, while
creating additional value and opportunities for the partner.

The Role
We are looking for a Partner Success Manager who can turn great partnerships into highly
engaged, successful, and growing partnerships.
The Partner Success Manager owns the partner experience from onboarding and launch
through ongoing adoption, engagement, retention, and growth. You will build trusted
relationships with our partners, understand their business goals, and help them get
measurable value from Connect.
This is not a passive account-management role. You will be a champion and advocate for
Connect, proactively creating excitement and momentum around the platform. You will
help partners understand the value of Connect, get their teams engaged, identify
opportunities to increase adoption, and continually find new ways to integrate Connect
into their business and customer experience.
You will work at the intersection of relationship management, technology, data,
enablement, and growth. You’ll partner closely with Marketing, Product, Operations,
Support, and other internal teams to remove obstacles, improve the partner experience,
and turn partner feedback into action.
The ideal person is naturally curious, highly organized, commercially minded, comfortable
with technology, and genuinely enjoys helping customers and partners succeed.

What You’ll Own

Partner Onboarding & Launch

• Own the onboarding experience for new partners and guide them through a
  successful Connect launch.
• Work with partners and internal teams to configure accounts, workflows,
  integrations, and other requirements.
• Establish clear launch plans, milestones, and next steps to ensure partners are set
  up for long-term success.
• Conduct product demonstrations, training sessions, and team enablement as
  needed.

Partner Engagement & Adoption

• Serve as the primary point of contact for assigned partners and build strong,
  trusted relationships across key stakeholders.
• Develop a deep understanding of each partner’s business, goals, customers, and
  opportunities.
• Drive ongoing adoption and engagement with Connect by helping partners
  understand and utilize the platform’s products, features, and capabilities.
• Keep Connect top of mind with partners through proactive communication,
  education, training, and creative engagement strategies.
• Identify barriers to adoption and develop practical solutions to increase partner
  participation and customer utilization.
  Partner Performance & Growth
•  Monitor partner activity, usage, and performance to identify trends, opportunities,
  and potential issues.
• Conduct regular partner meetings and business reviews focused on performance,
  goals, progress, and opportunities.
• Provide partners with meaningful reporting and insights that demonstrate the
  value of Connect.
• Identify opportunities to deepen partner engagement and introduce additional
  Connect products and services.
• Partner with Sales and internal stakeholders on expansion opportunities when
  appropriate.
• Help develop strategies that increase partner retention, engagement, customer
  utilization, and overall value.
  Partner Enablement & Marketing
• Work closely with Marketing to create partner-facing resources, presentations,
  training materials, emails, campaigns, and other enablement tools.
• Help develop messaging and campaigns that increase awareness, engagement,
  and adoption of Connect.
•  Create and deliver compelling presentations and training that help partner teams
  understand both the “why” and the “how” of Connect.
• Identify what partners need to effectively promote and incorporate Connect into their customer experience.

Cross-Functional Partnership

• Collaborate closely with Product, Marketing, Operations, Support, and other
  internal teams to advocate for partner needs and resolve issues.
• Proactively coordinate internal resources to address partner questions, challenges,
  and opportunities.
• Bring partner feedback, insights, and trends back to internal teams to help improve
  the Connect platform and overall partner experience.
• Contribute to cross-functional initiatives focused on improving onboarding,
  adoption, retention, partner satisfaction, and growth.
  CRM, Data & Operations
• Become highly knowledgeable in HubSpot and use it to manage partner activity,
  communications, reporting, workflows, and campaigns.
• Maintain accurate partner information, activity, notes, and next steps within
  HubSpot.
• Use data and reporting to make informed recommendations and prioritize partner
  opportunities.
•  Establish consistent processes that create a scalable and exceptional partner
  experience.

How Success Will Be Measured

Success in this role means our partners don't just use Connect—they understand its value,
actively engage with it, and see it as an important part of the experience they provide to
their customers.
Key measures of success may include:

•  Successful and timely partner onboarding and launches
•  Partner adoption and engagement
•  Customer utilization of Connect services
• Partner retention and satisfaction
• Growth within existing partner accounts
• Expansion of Connect products and services
• Partner participation in training and enablement initiatives
• Quality and consistency of partner communication and account management
• Effective use of data and insights to drive partner outcomes

What We’re Looking For
We’re looking for someone who is energized by people, technology, and growth.
You are likely to thrive in this role if you are:

• A natural relationship builder who enjoys becoming a trusted partner to customers
  and stakeholders.
• A strong communicator who is comfortable leading meetings, presentations,
  training sessions, and product demonstrations.
• Highly organized and able to manage multiple partners, projects, deadlines, and
  priorities without losing attention to detail.
• Proactive and resourceful—you see a problem or opportunity and take ownership
  rather than waiting to be asked.
• Comfortable learning and working with software platforms, integrations, workflows,
  and technology.
• Data-minded and able to use reporting and performance metrics to identify
  opportunities and make recommendations.
• A strong writer who can create clear, compelling, partner-facing communications.
• Comfortable working cross-functionally with Marketing, Product, Operations,
  Support, Sales, and other teams.
• Commercially minded and able to recognize opportunities to increase partner
  engagement and grow the relationship.
• Curious, adaptable, and excited to learn a new platform, industry, and set of
  products.
• Someone who genuinely enjoys helping customers and partners succeed.

Our Culture
We live by our core values:
Take Ownership. Embrace Transparency. Have Mettle. Remain Agile. Be Engaged.
If you are someone who enjoys building relationships, solving problems, learning
technology, and finding ways to help customers and partners succeed, this could be a
great fit. You’ll have the opportunity to work with a growing platform, make a direct
impact, and help shape how we build and support our partner relationships.