Partner Success Manager - 17137

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

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.

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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 3+ years in partner success, account management, customer success, or a similar relationship-driven role.

• Experience managing long-term accounts or partnerships preferred.

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

• 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.

• 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.

• 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.