Partner Success Specialist, Financial Services And Investors

Forum

New York, United States
Base: $90,000-105,000; bonus/equity: not specified...
Maintain ongoing partner engagement
Deliver tailored engagement plans
Onboard new partners
The Partner Success team focuses on delivering outstanding quality of engagement to the 900+ Forum Partners, seamlessly across all industries and geographies

Job Summary

  • The Partner Success team focuses on delivering outstanding quality of engagement to the 900+ Forum Partners, seamlessly across all industries and geographies.
  • Responsibilities include maintaining ongoing Partner engagement, ensuring retention through tailored plans, onboarding new Partners, and leading event preparation.
  • The Forum believes that progress happens by bringing together people from all walks of life who have the drive and the influence to improve the state of the world.

Matching Summary

The Partner Success team focuses on delivering outstanding quality of engagement to the 900+ Forum Partners, seamlessly across all industries and geographies.

Salary

Base: $90,000-105,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Maintain ongoing Partner engagement
  • Deliver tailored engagement plans
  • Onboard new Partners
  • Monitor partner news and health
  • Lead Partners' event preparation
  • Process optimization and automation

Nice-to-have

  • Develop and execute engagement plans
  • Manage Partner retention and engagement metrics
  • Foster a 'One-Forum' approach
  • Digital mindset and capabilities

Key Requirements

  • 3+ years of professional work experience
  • Successful track record in account management
  • Proven ability to engage with multiple functions
  • Demonstrated ability to prioritize
  • Excellent communication and presentation skills
  • Strong research and analytical skills

Work Rights

Not specified

Tailored Resume

Cover Letter