Responsibilities
- Work alongside Sales to establish ambitious yet attainable growth targets, manage partner forecasts, and maintain clear visibility into channel performance.
- Drive partner growth by developing a deep understanding of their goals and incentives, guiding them toward expanding their books of business with Your Money Line.
- Conduct regular business reviews (QBRs) with key partners to assess performance, address challenges, and align on goals.
- Serve as the voice of the partner internally, advocating for partner needs across product, marketing, and client success teams.
- Lead enablement sessions to equip partner sellers with the knowledge and confidence to go to market with Your Money Line.
- Develop and maintain enablement materials such as playbooks, battle cards, and training guides that partners can reference independently.
- Deliver compelling product demos to partner prospects and their stakeholders, independently representing YML's value proposition in the field.
- Act as a subject matter expert on the Your Money Line software, answering partner questions as needed.
- Collaborate closely with the Client Success team to ensure partners receive a high level of service and achieve a high level of engagement.
- Collaborate with the marketing team to ensure partners have access to up-to-date collateral, campaigns, and resources.
- Stay up to speed on the benefits and retirement industries, understanding what partners are focused on.
- Identify opportunities to systematize and scale the enablement program as the partner channel grows.
Requirements
- 5-7 years experience in a partner management role.
- Direct partner-facing experience in the benefits, financial wellness, or retirement advisory space is required.
- Demonstrated ability to create order in ambiguous, fast moving environments where process and ownership are still evolving.
- Exceptional communication and presentation skills, with the ability to deliver compelling demos and training sessions to varied audiences.
- Ability to analyze partner performance data, build forecasts, and translate insights into actionable strategies.
- Proven track record of hitting or exceeding growth or revenue targets at the partner or account level.
- Willingness and ability to travel as needed, including onsite work with clients in the Chicago suburbs.
Benefits
- Medical Insurance (Company pays 75% of the premium for all tiers)
- Health Savings Account with employer HSA contribution
- Dental and Vision Insurance
- Company Equity
- 401K with Company Match
- Hybrid Office Model
- Unlimited Wellness Time Off
- Unlimited Paid Time Off
- Unlimited access to YML platform and resources
- Elective Accident, Disability, and other non-medical insurance coverages
- Monthly Technology Stipend (Remote Employees)
- Group-Life & AD&D Insurance
- Paid Paternity, Maternity, and Adoption Leave
- Flexible Spending Accounts and Dependent Care Flexible Spending Account
- Voted a 'Best Place to Work in Indiana'
Work Arrangement
Hybrid
Team
Structure: Reports directly to the COO; works alongside Sales, Product, Marketing, and Client Success teams. Reports to: COO
Additional Information
- Willingness and ability to travel as needed, including onsite work with clients in the Chicago suburbs.
