Partnership Executive (Customer Success Manager)

Do you thrive in client-facing roles, building scalable solutions and driving long-term growth? Are you an operations thought leader passionate about transforming the insurance client experience?

​ Come Join ReSource Pro! Your Role... ReSource Pro is seeking a Partnership Executive to ensure a positive and meaningful client experience that builds long-term partnerships. You will be responsible for ensuring revenue retention, growth, and profitability for our largest strategic clients. This role involves managing the overall client experience from onboarding through service stabilization while facilitating collaboration across global teams. As the primary point of contact, you will coordinate ongoing service management and drive value through strategic alignment. We hire the best because we believe great people create exceptional experiences. That’s why we hire individuals who not only bring talent and passion, but who thrive in our unique culture and live out our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self. All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration. In This Role, You Will… Create processes and cross-functional project plans for the onboarding of large strategic clients Manage communications to client contacts ranging from C-level executives to general staff. Lead client deliverables, including metric reporting and the establishment of governance plans. Execute effectively by training client employees and creating comprehensive procedure documentation. Analyze productivity and capacity to provide critical input for strategic client planning. Identify trends in service delivery to proactively manage client expectations and results. Develop and deliver executive-level presentations regarding ReSource Pro’s engagement and services. Partner with Client Executives to identify and facilitate opportunities for service expansion. Facilitate process improvement sessions to optimize operational effectiveness for our partners. Resolve complex escalations to ensure standards are met for both internal teams and clients. Coordinate with IT and internal functional departments to meet common goals and deliverables. What You Need to be Successful… Bachelor’s degree in Risk Management, Business, Finance, or a related field (Advanced degree preferred). 10+ years of insurance industry experience within an MGA/RGA or carrier environment. 10+ years in a customer-facing delivery role managing large-scale relationships. 10+ years of experience utilizing Project or Program Management methodologies. Strong leadership presence with high-level executive presentation and communication skills. Ability to travel frequently (50-60%) to client offices to maintain partnerships and support growth. Experience leading change management initiatives and planning cultural transformations. Superior facilitation skills and the ability to adapt personal work styles to meet client needs Your Compensation… Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position and the salary range for most locations for this role is $96,655-163,676 annually. The salary range may vary based on the specific geographic location in which the candidate resides. Your Benefits & Perks... 100% paid employee health insurance on Day 1 Eligible for all medical, dental, and vision benefits on Day 1 Remote & Hybrid work available. 401k with employer match, vested on Day 1 Generous PTO plan with paid holidays + floating holidays Development and growth opportunities Comprehensive wellness program and prioritization of employee health Fun and teamwork-oriented work environment Your Interview Process… To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via zoom. The standard interview process includes: Behavioral Interview with Talent Acquisition Online talent assessment Hiring Manager interview Final stakeholder interview Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process. About ReSource Pro: Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history. Equal Employment Opportunity Policy ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.