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Success Partners Jobs (NOW HIRING)

Customer Success Partners are empowered problem-solvers who help customers move from idea to production with confidence. Monday-Friday: 9:30am-5:30pm What you'll do: * Ensure a seamless customer ...

Customer Success Partners are empowered problemsolvers who help customers move from idea to production with confidence. Monday-Friday: 9:30am-5:30pm What you'll do: * Ensure a seamless customer ...

Customer Success Partners are empowered problem-solvers who help customers move from idea to production with confidence. Monday-Friday: 9:30am-5:30pm What you'll do: * Ensure a seamless customer ...

As a Success Partner, you will play a pivotal role in ensuring the satisfaction and success of our clients. You will be responsible for building and maintaining strong client relationships ...

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Compliance Manager

Durham, NC · On-site

$65K - $77K/yr

Charter Success Partners is seeking a highly organized and motivated professional to join our team. As a CSP Service Manager, you will assume a pivotal role within one of our service departments ...

Employee Success Partner As Employee Success Partner your most important objective is to build not only a great place to work, but also guide and coach each employee and empower them to accomplish ...

Employee Success Partner As Employee Success Partner your most important objective is to build not only a great place to work, but also guide and coach each employee and empower them to accomplish ...

Client Success Partner Role Overview The Client Success Partner is a contractor role that owns the ongoing client relationship, facilitator success, program content setup, and repeat sales for ...

Customer Success Partner About Sally Beauty Holdings, Inc. At SBH, our purpose is to inspire a more ... partners to ensure seamless customer experience Working conditions & physical requirements Location:

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$29K

$49.9K

$75.5K

How much do success partners jobs pay per year?

As of Jun 7, 2026, the average yearly pay for success partners in the United States is $49,889.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $55,000.00 per year, depending on experience, location, and employer.

What are Success Partners?

Success Partners are professionals or organizations that collaborate with individuals or businesses to help them achieve their goals, improve performance, and drive growth. They often provide consulting, coaching, or strategic support tailored to their clients’ needs. Success Partners work closely with their clients to identify challenges, develop solutions, and measure progress. Their expertise can span various industries, including business development, education, and personal growth.

What is the difference between Success Partners vs Customer Success Managers?

AspectSuccess PartnersCustomer Success Managers
CredentialsTypically require experience in client relations, project management, and industry-specific knowledgeOften need experience in customer service, account management, and relevant certifications
Work EnvironmentCollaborate closely with clients and internal teams to ensure product adoption and successManage customer accounts, address issues, and promote product usage
Employer & Industry UsageUsed across tech, SaaS, and consulting firms focusing on client successCommon in software, tech, and service industries managing client relationships

Success Partners and Customer Success Managers both focus on client satisfaction and retention. Success Partners often work proactively to build strategic relationships, while Customer Success Managers typically handle day-to-day account management. The roles overlap but differ mainly in scope and approach, with Success Partners emphasizing partnership development and Customer Success Managers focusing on operational support.

How do Success Partners typically collaborate with different departments to drive client outcomes?

Success Partners work closely with teams across the organization, such as sales, product, and customer support, to ensure clients achieve their desired outcomes. They often act as a bridge, communicating client needs and feedback to internal stakeholders and coordinating resources for seamless onboarding, adoption, and ongoing support. This collaborative approach requires strong interpersonal skills and adaptability, as Success Partners must align various teams around client goals while maintaining positive relationships both internally and externally.

What are the key skills and qualifications needed to thrive as a Success Partner, and why are they important?

To thrive as a Success Partner, you need strong client relationship management, problem-solving abilities, and a background in business or a related field. Familiarity with CRM systems, customer success platforms like Gainsight or Salesforce, and relevant certifications such as Customer Success Manager (CCSM) are often expected. Excellent communication, active listening, and proactive collaboration are vital soft skills for building trust and ensuring client satisfaction. These skills enable Success Partners to drive customer retention, foster long-term partnerships, and contribute to overall business growth.
More about Success Partners jobs
What cities are hiring for Success Partners jobs? Cities with the most Success Partners job openings:
What states have the most Success Partners jobs? States with the most job openings for Success Partners jobs include:
Infographic showing various Success Partners job openings in the United States as of May 2026, with employment types broken down into 79% Full Time, 19% Part Time, and 2% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $49,889 per year, or $24 per hour.
Broker Success Partner

Other

Posted 10 days ago


Job description

Description

Position Overview

The Broker Success Partner plays a key role in strengthening relationships with our broker partners by delivering consistent communication, follow up, and support.This role focuses on broker engagement, relationship management, and coordination rather than direct sales production. Broker Success Partners work closely with experienced Account Executives who provide mentorship and technical guidance.This position is ideal for individuals who enjoy building relationships, staying organized, and making sure people feel supported. Mortgage experience is helpful but not required.

Requirements

Key Responsibilities:


P Producer Relationship Execution

  • Build and maintain strong relationships with assigned broker partners
  • Conduct regular check ins to ensure brokers feel supported and informed
  • Support onboarding of new broker partners
  • Assist brokers with communication, follow up, and coordination
  • Encourage broker engagement with company tools and programs
  • Identify relationship concerns early and escalate when needed
  • Support broker retention and reactivation efforts

A Administrator Process and Organization

  • Maintain accurate broker communication and activity records in CRM
  • Track broker touchpoints and follow ups
  • Assist with scheduling meetings and managing broker outreach cadence
  • Monitor engagement activity and report trends
  • Document broker feedback and service opportunities
  • Support onboarding workflows and communication tracking

I Integrator Communication and Coordination

  • Serve as a consistent relationship contact for assigned brokers
  • Coordinate communication between brokers and internal teams
  • Escalate technical or guideline related questions to Account Executives
  • Ensure brokers receive timely responses and updates
  • Help maintain alignment between broker expectations and company processes
  • Represent broker needs and feedback internally

What Makes This Role Unique

  • You will be mentored by experienced Account Executives
  • You will learn the mortgage business through hands on exposure
  • You will play a critical role in strengthening broker relationships
  • You will help create a consistent and reliable broker experience

This role is designed to develop future leaders within the wholesale channel.

Qualifications

Required

  • Excellent communication and relationship skills
  • Strong organizational and follow up ability
  • Ability to manage multiple tasks and priorities
  • Professional presence and customer first mindset
  • Comfortable learning new systems and processes
  • Self starter with strong attention to detail

Preferred but not required

  • Mortgage or financial services experience
  • Account management or customer success experience
  • CRM experience
  • Bilingual English Spanish preferred

Ideal Backgrounds

  • Client success
  • Account management
  • Banking
  • Hospitality
  • Insurance
  • Customer service leadership
  • Relationship management

Travel: 

  • As needed travel internationally between United States and Mexico to meet business needs. 

Language: 

  • English required, Bi-Lingual (English/Spanish) desired.

Compensation:

  • PMG will offer a competitive compensation package commensurate with the background and experience of the applicant.