What you will do
Be a trusted client resource. Build multi-threaded relationships with external partner teams, serving as the go-to contact for Greenlight questions and product/industry expertise.
Keep the partner pipeline and data clean. Maintain accurate partner and deal records in our CRM, track opportunities and activity, help manage renewals, upsells, and flag gaps or friction points to optimize for efficiency.
Own reporting and forecasting support. Prepare regular reports on partner performance, forecast attainment, key account progress, and process metrics. Partner with Commercial Partnerships leadership on internal reporting and forecasting, and present findings to leadership.
Drive growth through product adoption. Ensure each partner is on track to adopt Greenlight-delivered updates, and support them from program launch through day-to-day priorities, delivery timelines, and execution.
Drive partner engagement and satisfaction. Keep engagement high, with a focus on partner satisfaction and customer adoption of Greenlight.
Administer partner agreements. Track the lifecycle of partnership agreements, including renewals and required documentation, working with Legal and the Greenlight team to drive renewals and expansion.
Spot and fix issues proactively. Identify and resolve issues affecting partner satisfaction or customer experience before they escalate.
Work cross-functionally. Collaborate with marketing, analytics, finance, compliance, and customer service to drive the success of partner programs and initiatives, including making best-practice marketing recommendations to partners and project-managing their execution.
- Improve how we work. Analyze business performance and processes to find opportunities to optimize product, marketing, and operations, then help drive ideas from concept to scaled implementation across a growing partner base.
- What you’ll bring to the team:
- 1–3 years of experience in partner management, channel or sales operations, account management, customer success, program or project management, sales, marketing, product, or a related role
Strong written and verbal communication and relationship-building skills, with the ability to collaborate internally and externally and work well with a small team
An ownership mentality and a strong desire to learn, grow, and adapt in a fast-paced environment
Innate curiosity and a love of finding new ways to solve problems
Excellent organizational skills with close attention to detail and process
Strong analytical skills: the ability to support ideas with numbers and tell a story with data
Proficiency with Google Sheets (Excel) and Google Slides (PowerPoint); CRM experience (e.g., HubSpot or Salesforce) is a plus
Comfort with major LLMs (e.g., Claude)
Bachelor's degree preferred, or equivalent experience
Experience in SaaS, financial services, banking, or fintech preferred
Not sure this one is for you? Don't count yourself out. Show us what you've got and we'll reach out if there's a great fit.
Location: We are currently prioritizing candidates who are based in the greater Boston, Massachusetts or Atlanta, Georgia area.
