Partner Success Manager Finance Focus
Skills
- Exceptional account management skills
- Project management skills
- Ability to learn new software
- Trust accounting experience
- Financial compliance understanding
Responsibilities
- Identify opportunities for operational process improvement
- Act as the primary point of contact for each assigned partner
- Track partner growth and performance via KPI measurements
- Ensure compliance with standard operating procedures
- Conduct in-depth guidance on tools, systems, and resources
Education
- Bachelor’s degree in Finance or related field
Benefits
- Health/dental/vision insurance
- 401K retirement savings plan
- Paid Flex Time Off
- Employee Discounts
- Employee Assistance Program
Average salary estimate
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