Partner Success Manager / Responsable de la réussite des partenaires (Calgary)

Partner Success Manager / Responsable de la réussite des partenaires (Calgary)

03 Oct
|
Insurity
|
Calgary

03 Oct

Insurity

Calgary

Insurity empowers insurance organizations to quickly capitalize on new opportunities by delivering the world's most configurable, cloud-native, easy-to-use, and intuitively analytical insurance software. Just as importantly, we empower our people—providing the tools, support, and opportunities they need to grow and succeed. As the largest cloud-based software provider for the Property & Casualty market, Insurity is trusted by 22 of the top 25 P&C; carriers and 7 of the top 10 wholesale brokers in the MGA space.

At Insurity, you’ll collaborate with some of the most creative and knowledgeable minds in insurance tech—in a culture that fosters innovation, teamwork, and continuous learning. Our award-winning onboarding experience welcomes and supports you from the moment you accept our offer. Insurity’s Next Partner Success Manager We are looking for our next Partner Success Manager to help us manage our growing ecosystem of System Integrator and Technology Partners.

What Our Partner Success Manager Will

Do The Partner Success Manager is responsible for the day‑to‑day management and operations of the Insurity Partner Program (IPP), launched in January 2026, and their assigned Partners. This role oversees onboarding and ongoing management of Partners, supports Partner operational requirements across their lifecycle, and helps design and execute/drive Partner‑led GTM efforts to build qualified joint pipeline and drive incremental revenue for Insurity and our Partners.

The Partner Success

Manager also collaborates with Program leadership to design, implement, and refine AI automation processes that improve operational efficiency, velocity, and throughput.

Relationship Management

Serve as the primary operational point of contact for assigned Partners throughout their lifecycle. Manage inbound Partner requests from initial engagement through exit, as needed. Perform due diligence on new Partner signup requests, present the Program, support joint GTM business plans, onboard partners and their resources into our systems, and help execute agreed tactical initiatives.

Proactively communicate resources, training, product materials, marketing assets, Portal guidance, and QBR/EBR coordination needed for Partner success.

Support

Partner renewal processes and help execute structured Partner exit processes when required.

Manage

Partner communications such as newsletters and event invitations in partnership with Partner Marketing and Product.

Manage

Partner sponsorships of Insurity events and drive Partner Day attendance/sponsorship package sales with assigned Partners. Participate at Partner Day as deemed appropriate by Management.

Orchestrate

Partner onboarding by creating Partner and contact records in SFDC PRM, assigning training, and ensuring required systems, environments, and tools are in place.



Ensure accuracy and completeness of lead forecasting, deal registration, chance tagging, and related SFDC CRM/PRM updates for assigned Partners. Manage deal registration and assigned Partner sales pipeline processes, including overlap checks against direct sales, existing Partner submissions, and the current Insurity client base.

Manage

Partner legal agreement processing and coordinate with the appropriate internal stakeholders.

Own Partner Sales Assist

Fee (SAF) / referral fee calculations and payment tracking in partnership with Finance.

Coordinate

Program operations that support joint Partner marketing and sales activities, including campaigns, events, Campaign‑in‑a‑Box, and Deal‑in‑a‑Box initiatives. Lead Partner performance monitoring and reporting for assigned Partners, including annual promotion / relegation reviews within the Partner tiering model. Manage operational interactions within the PRM Partner Portal for assigned Partners, including operational “how do I...?” support.

Create and maintain Program documentation such as Partner agreements, Program guidelines, GTM sales kits, and enablement assets. Track and analyze operational and performance metrics to identify trends, issues, and opportunities to improve Program effectiveness. Develop and implement approved automation and agentic AI‑driven process improvements that streamline Partner Program operations.

Drive continuous improvements in the overall Insurity Partner experience and Partner Program operations. Help design and launch our Operations AI Fleet of agents to automate many partner tasks for improved partner experiences. 5–7 years of relevant business experience in enterprise SaaS Partner Success Management or a closely related role. ~ Bachelor's degree in a related field (equivalent work experience may be considered). ~ Strong understanding of the Insurity Partner Program, Partner lifecycle management, and Partner‑led GTM motions. ~ Working knowledge of Insurity products, SaaS / BaaS positioning, and how Partners generate qualified pipeline and revenue. ~ Working knowledge of enterprise software operations; insurance / P&C; market familiarity preferred. ~ Have the ability to perform these skills at an advanced level: ~ Written and oral English communication. ~ Time management including work planning, prioritization, and organization. ~ Expectation management. ~ Project management. ~ Process analysis, design, and management.



~ Data analysis and metric interpretation. ~ Business acumen and Partner Program acumen. ~ Technical acumen across SaaS systems and workflows. ~ Change management. ~ Coaching, training, and Partner enablement. ~ Salesforce / SFDC PRM‑related certification(s). SFDC CRM and SFDC PRM.

PRM Partner Portal administration and support workflows. Lead registration, opportunity management, and pipeline hygiene processes. Workflow, ticketing, and project management tools. Document, knowledge‑management, and enablement repositories.

Travel required 0-20% Find the work environment that supports your best—whether that’s remote, in‑office, or hybrid—depending on your role and location.

Our Flex First

Workforce approach offers many fully remote opportunities, while some teams follow hybrid or in‑office schedules to stay connected and collaborative. We trust our team to manage their time with our Open PTO Policy, empowering you to recharge when it matters most. Enjoy comprehensive health coverage and employer‑matched retirement savings right from your first day—because we know how important these are to you.

From your first day to your first anniversary, our onboarding program is designed to set you up for success and help you make an immediate impact. Our mentorship program connects you with experienced leaders who are committed to helping you grow both personally and professionally. Explore podcasts from our Learning & Development team for deeper insight into Insurity products, company innovation, and the business as a whole.

Fuel your growth with full access to LinkedIn Learning and Kaplan—because continuous development is key to success.

Our Employee Referral

Bonus program rewards you for bringing great people on board. Providing pay transparency helps you make the best decision for you. We continuously analyze and update our salary ranges for our roles according to market trends to not only ensure our employees are paid fairly, but also help close gender, race, and disability wage gaps.

If your application advances, your recruiter will review these details with you during a video interview. We are dedicated to creating an exceptional work environment for all our employees by extending a culture of diversity, equity, inclusion, and belonging into the very fabric of our organization. We embrace differences and diversity of identity, experience, and thought, and actively strive for inclusive behaviors across our company.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application and/or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. medical insurance; dental insurance; paid maternity leave; paid paternity leave; disability insurance #

📌 Partner Success Manager / Responsable de la réussite des partenaires (Calgary)
🏢 Insurity
📍 Calgary

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