Role description
Partner Success Director (Employee Benefits)
MployerAbout Us:
We empower employers, employees, and benefit consultants to easily assess, rate, and communicate the value of employee benefits. From plan design benchmarking and claims analytics to broker prospecting and market intelligence, our platform leverages the industry’s largest and most comprehensive benefits database to design competitive, market-leading benefit strategies, enabling our partners to maximize value for their clients and drive real outcomes for the businesses they serve.
About the Role:
If you are a benefits expert with deep knowledge of the insurance broker and carrier space and have a genuine passion for technology and relationships, this role was built for you! We’re seeking a motivated and dynamic
Partner Success Director
to join our growing team. This is an enterprise-level role designed for a seasoned professional who thrives in high-stakes, complex partner environments. You will be instrumental in ensuring our partners effectively utilize our innovative platform, helping them unlock its full potential to enhance their service offerings. This includes managing and deepening enterprise partnerships with some of the top agencies in the country, ensuring they realize maximum value from our platform. Your expertise in employee benefits and plan design, combined with your commitment to driving measurable outcomes for every partner you serve, will enable you to foster strong relationships, drive adoption, and support our partners’ growth.
Key Responsibilities:
- Drive partner engagement, utilization, and success with our platform
- Serve as the primary strategic point of contact for enterprise partnerships with top national agencies
- Own partner retention and renewal processes
- Prepare and lead renewal discussions and Quarterly Business Reviews (QBRs)
- Facilitate producer and account management engagement sessions
- Identify whitespace opportunities to support the sales team in expanding relationships
- Support technical demonstrations of our solutions
- Share platform utilization data, identify gaps, and recommend strategies for improvement
- Collaborate closely with the Sales team to align on partner needs and opportunities
What We’re Looking For:
- 5+ years of experience in an account executive, account manager, or producer role within a benefits brokerage, or in a customer success role within the benefits insurtech space; enterprise-level or national agency experience strongly preferred
- Strong understanding of employee benefits, plan design, and consulting processes
- Exceptional relationship-building, communication, and presentation skills
- A consultative, solutions-oriented approach to supporting partners
- Ability to thrive in a fast-paced, high-growth environment
- Passion for helping brokers enhance their benefits strategies and attract top talent
What We Offer:
- Benefits rated as Market Leading!
- Competitive salary and bonus package
- Opportunity to support industry-first tools with significant market demand and high ROI potential
- Comprehensive benefits including health insurance, dental, and 401(k)
- Flexible, remote work environment
- Unlimited Paid Time Off (PTO)
- A collaborative, mission-driven team committed to innovation and inclusivity
Join us in transforming the way our partners leverage technology, data, and analytics to create efficiencies and deliver exceptional value to their clients. If you’re ready to make a meaningful impact and grow with us, we’d love to hear from you!