Partnership Success Manager
Job OverviewAs the Partnership Success Manager, you will work closely with our 20
Strategic Partners (Credit Reporting Agencies) to migrate and support new and existing mortgage lenders and originators to the new CreditXpert Platform.
You will be responsible for executing our overall GTM program plan - serving as the primary contact for our strategic partners to develop stronger relationships, manage due diligence, contract management and liaison between business and product teams to support enablement and migrate users to the CreditXpert platform.
Essential Functions:
As the Partnership Success Manager, you will:
Work with the CRA channel to migrate existing users from our existing tools to the new CreditXpert Platform Manage the day-to-day relationship interactions and serve as the front line for partners.
Working with Sales, Client Success and CRAs properly onboard lenders Manage partnership resource content, including FAQs, the timely posting of new information, and continuing to develop new resources and processes as our partner program evolves, in collaboration with Sales and Legal.
Capture accurate and complete information about Partners (e.
g.
, contact data, log calls) in HubSpot.
Collaborate with internal and external contacts on innovative technical strategies to promote adoption and utilization of CX Products Execute on marketing and incentive programs with strategic partners to move lenders and users over to Platform at scale.
Monitor partner and client support case escalation queue to resolution.
Act as an internal liaison to Product Support, Client Success, and the Development Team, escalating issues to the appropriate teams.
Work with legal to coordinate due diligence activities.
Identify opportunities for streamlining and scaling the process to respond to CRA or Lender requests.
Work with Finance to properly manage the commercial relationship with Strategic Partners Effective communication on program status and issues across all program stakeholders.
Attend tradeshows/events to build relationships.
PM22Competencies and Criteria for Success Job Specific Competencies:
Partner Centric Relationship Builder Project/Program Management Complex Problem Solver Sense of Urgency Adaptable Detail orientation Do you have the X-Factor? We look for Xceptional people to join our team.
Team Player:
Are you a joiner? Are you comfortable working outside of the boundaries of your job description to support the company and team? Respected:
Do you value integrity and display leadership qualities? Are you trusted to represent the brand well? Judiciously Courageous:
Are you courageous enough to judiciously speak up? Composed:
Are you composed, respectful, and calm? Do you value outcomes over output? Accountable:
Do you own your work, your decisions, and the outcomes - good or bad? No Ego:
Are you confident without having an ego? Would people say you are an active listener? Do you delegate where necessary, knowing that you can't possibly know it all? Builder Mindset:
Do you have an open mindset? Would you consider yourself a strategic doer? Focused:
Do you easily differentiate between real problems and background noise? Required Education and Experience 5
years' experience managing large complex projects across organizations, including partners, Lenders and their internal stakeholders.
Proven success in managing technical and business issues during project execution.
5
years Mortgage Industry Relationship, preferably in a technical Account Management capacity.
Bachelors / 4-year degree, a plus HubSpot CRM experience, a plus Experience in a start-up environment, a plus Additional DetailsPosition Type:
Full-Time Classification:
ExemptCategory/Level:
ManagerSupervisory:
No direct supervisory duties.
Travel:
25%, May include industry specific tradeshow participationAbout CreditXpert Inc.
What makes CreditXpert an Employer of Choice Meaningful Mission! Creative, Performance Driven Culture Great Healthcare Benefits - most are 100% company paid Generous Paid Leave Hybrid Environment and Flexibility to work remote Stellar Workspace - great location/hassle free parking Professional Development and Tuition Assistant - we truly value continuous improvement and want to support your journey Who we areCreditXpert Inc.
is a successful software company that enjoys the freedom to chart its own path.
Our team is a small, close-knit community, where each person can make a big impact.
We are nimble and have thrived for over 20 years in the midst of constant industry and regulatory upheaval.
We believe in using our talents to make a positive impact on the world by improving the financial lives of Americans.
As lifelong learners, we have a passion for change and we constantly adapt everything (our business, internal processes, tools).
We enjoy a wide diversity of backgrounds and opinions, which can lead to passionate debates.
We wear multiple hats, often stretch beyond our comfort zone, and see failure as an opportunity to learn.
We have fun inventing advanced analytical solutions and creating great user experiences.
What we doIn 2000, we started a revolution by exposing the inner workings of the credit scoring industry to consumers, pioneering a new industry.
Millions of people have been using our tools to take control of their credit life, gain access to better loans, and save money.
More recently, we enabled the mortgage origination industry to replace guesswork with technology when trying to improve credit scores.
As a result, more consumers now qualify for a mortgage at a good rate, and thousands of loan officers, mortgage lenders and other businesses can better serve their customers.
BenefitsWe strive to create a great experience for our team, not just our customers.
We want everyone to be excited about their work, fulfilled and worry-free.
That's why we offer lots of autonomy, support, and the flexibility you need to balance your life.
Our compensation and benefits package ensures that you can focus all your energy on creating value for our customers and the company.
Our benefits include a flexible and hybrid work environment, open PTO, performance based annual bonuses, company contribution to 401(k), insurance (medical, dental, vision, ST/LT disability, life), HSA and FSA.
Work EnvironmentThis job generally operates in a professional office environment.
This role routinely uses standard office equipment such as computers, phones, photocopiers, scanners, and shared digital files.
Physical DemandsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk or hear.
The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach wPI227707392 Recommended Skills Account Management Active Listening Adaptability Attention To Detail Communication Contract Management Estimated Salary: $20 to $28 per hour based on qualifications.
Strategic Partners (Credit Reporting Agencies) to migrate and support new and existing mortgage lenders and originators to the new CreditXpert Platform.
You will be responsible for executing our overall GTM program plan - serving as the primary contact for our strategic partners to develop stronger relationships, manage due diligence, contract management and liaison between business and product teams to support enablement and migrate users to the CreditXpert platform.
Essential Functions:
As the Partnership Success Manager, you will:
Work with the CRA channel to migrate existing users from our existing tools to the new CreditXpert Platform Manage the day-to-day relationship interactions and serve as the front line for partners.
Working with Sales, Client Success and CRAs properly onboard lenders Manage partnership resource content, including FAQs, the timely posting of new information, and continuing to develop new resources and processes as our partner program evolves, in collaboration with Sales and Legal.
Capture accurate and complete information about Partners (e.
g.
, contact data, log calls) in HubSpot.
Collaborate with internal and external contacts on innovative technical strategies to promote adoption and utilization of CX Products Execute on marketing and incentive programs with strategic partners to move lenders and users over to Platform at scale.
Monitor partner and client support case escalation queue to resolution.
Act as an internal liaison to Product Support, Client Success, and the Development Team, escalating issues to the appropriate teams.
Work with legal to coordinate due diligence activities.
Identify opportunities for streamlining and scaling the process to respond to CRA or Lender requests.
Work with Finance to properly manage the commercial relationship with Strategic Partners Effective communication on program status and issues across all program stakeholders.
Attend tradeshows/events to build relationships.
PM22Competencies and Criteria for Success Job Specific Competencies:
Partner Centric Relationship Builder Project/Program Management Complex Problem Solver Sense of Urgency Adaptable Detail orientation Do you have the X-Factor? We look for Xceptional people to join our team.
Team Player:
Are you a joiner? Are you comfortable working outside of the boundaries of your job description to support the company and team? Respected:
Do you value integrity and display leadership qualities? Are you trusted to represent the brand well? Judiciously Courageous:
Are you courageous enough to judiciously speak up? Composed:
Are you composed, respectful, and calm? Do you value outcomes over output? Accountable:
Do you own your work, your decisions, and the outcomes - good or bad? No Ego:
Are you confident without having an ego? Would people say you are an active listener? Do you delegate where necessary, knowing that you can't possibly know it all? Builder Mindset:
Do you have an open mindset? Would you consider yourself a strategic doer? Focused:
Do you easily differentiate between real problems and background noise? Required Education and Experience 5
years' experience managing large complex projects across organizations, including partners, Lenders and their internal stakeholders.
Proven success in managing technical and business issues during project execution.
5
years Mortgage Industry Relationship, preferably in a technical Account Management capacity.
Bachelors / 4-year degree, a plus HubSpot CRM experience, a plus Experience in a start-up environment, a plus Additional DetailsPosition Type:
Full-Time Classification:
ExemptCategory/Level:
ManagerSupervisory:
No direct supervisory duties.
Travel:
25%, May include industry specific tradeshow participationAbout CreditXpert Inc.
What makes CreditXpert an Employer of Choice Meaningful Mission! Creative, Performance Driven Culture Great Healthcare Benefits - most are 100% company paid Generous Paid Leave Hybrid Environment and Flexibility to work remote Stellar Workspace - great location/hassle free parking Professional Development and Tuition Assistant - we truly value continuous improvement and want to support your journey Who we areCreditXpert Inc.
is a successful software company that enjoys the freedom to chart its own path.
Our team is a small, close-knit community, where each person can make a big impact.
We are nimble and have thrived for over 20 years in the midst of constant industry and regulatory upheaval.
We believe in using our talents to make a positive impact on the world by improving the financial lives of Americans.
As lifelong learners, we have a passion for change and we constantly adapt everything (our business, internal processes, tools).
We enjoy a wide diversity of backgrounds and opinions, which can lead to passionate debates.
We wear multiple hats, often stretch beyond our comfort zone, and see failure as an opportunity to learn.
We have fun inventing advanced analytical solutions and creating great user experiences.
What we doIn 2000, we started a revolution by exposing the inner workings of the credit scoring industry to consumers, pioneering a new industry.
Millions of people have been using our tools to take control of their credit life, gain access to better loans, and save money.
More recently, we enabled the mortgage origination industry to replace guesswork with technology when trying to improve credit scores.
As a result, more consumers now qualify for a mortgage at a good rate, and thousands of loan officers, mortgage lenders and other businesses can better serve their customers.
BenefitsWe strive to create a great experience for our team, not just our customers.
We want everyone to be excited about their work, fulfilled and worry-free.
That's why we offer lots of autonomy, support, and the flexibility you need to balance your life.
Our compensation and benefits package ensures that you can focus all your energy on creating value for our customers and the company.
Our benefits include a flexible and hybrid work environment, open PTO, performance based annual bonuses, company contribution to 401(k), insurance (medical, dental, vision, ST/LT disability, life), HSA and FSA.
Work EnvironmentThis job generally operates in a professional office environment.
This role routinely uses standard office equipment such as computers, phones, photocopiers, scanners, and shared digital files.
Physical DemandsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk or hear.
The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach wPI227707392 Recommended Skills Account Management Active Listening Adaptability Attention To Detail Communication Contract Management Estimated Salary: $20 to $28 per hour based on qualifications.
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