Partner Success Manager

About us

bolt provides P&C insurers the ability to increase customer acquisition and retention rates through an end-to-end SaaS-based digital distribution platform including a tightly integrated market network of products, people, and processes.

bolt Solutions enables carriers to bundle their products with other carriers’ products to meet the demands of today’s consumers through the digital channels they prefer.

Summary/Objective

bolt is looking for a driven individual to join our exciting Insurtech organization, which is transforming digital insurance distribution. The ideal candidate will bring an entrepreneurial mindset, and the skills needed to drive meaningful results.

We are seeking someone with experience in driving customer adoption, as well as in strategically growing and renewing existing SaaS accounts.

Successful candidates will be customer-focused, analytical, eager to learn, and possess excellent communication skills.

As a Partner Success Manager, you will gain a deep understanding of our clients’ businesses and align bolt’s product offerings with their digital distribution roadmaps.

Primary Responsibilities

• Lead small to mid-level customer accounts and/or support large enterprise customers.
• Drive customer adoption post-implementation: build relationships, support workflow integration, coordinate deliverables, and serve as an escalation point for issues.
• Measure and report on KPIs that define success.
• Identify strategic growth opportunities by understanding customer objectives; collaborating with bolt leadership to recommend product solutions that enhance customer value.
• Contribute to the creation of Statements of Work (SOWs).
• Provide regular project updates, revenue forecasts, and other key information to both customers and internal leadership.
• Support customer retention efforts through renewal discussions and negotiations; coordinate final agreements with customers and bolt leadership.
• Develop deep expertise in bolt’s solutions to represent customer needs in product development and internal prioritization.
• Help improve internal best practices based on customer insights.

Work Experience and Skills Required

• College degree or equivalent practical experience.
• 4–5 years of operational or execution leadership with customer-facing experience.
• Familiarity with two or more of the following areas: sales, service, technology, or business operations.
• Strong relationship-building, communication, and presentation skills.
• Proven ability to lead projects and effectively leverage internal resources.
• Willingness to contribute to strategy while also being hands-on when needed.
• Ability to travel up to 20% for face-to-face customer meetings.

Preferred Qualifications

• Insurance industry experience.
• Experience in SaaS or consulting engagements.
• Background in designing and delivering digital customer experiences.

For more information…

https://www.boltinsurance.com

https://www.bolttech.io/

http://www.pcg-group.com/

Diversity and Inclusion

At bolttech, we are diverse and inclusive. We value each person's unique skills, background, and identity. We never discriminate on cultural background, religion, sex, gender, gender identity or expression, sexual orientation, age, disability, veteran status, genetic information, marital or family status or any legally protected status. Everyone belongs. And because everyone’s different, we’re also flexible in the ways we work, so each person can bring their best efforts every day.