Partner Success Manager
TLDR
The Partner Success Manager focuses on protecting and retaining recurring revenue while ensuring partner health and successful renewals in a structured partner ecosystem.
Renewal Ownership & Revenue Protection
Own the end-to-end renewal process for partner-managed recurring revenue (base ARR), ensuring high retention and predictable outcomes.
- Lead renewal orchestration and execution, including 120-day pre-renewal planning cycles
- Build and maintain accurate renewal forecasts and risk visibility
- Ensure on-time renewal completion and revenue protection
- Manage self-provisioning partner book of business
- Drive structured renewal governance and accountability across stakeholders
- Define and operationalize partner health scoring frameworks
- Monitor adoption, usage, and value realization signals
- Identify early indicators of risk and execute mitigation strategies
- Lead QBR cadence and governance processes to maintain partner alignment
- Drive adoption strategies and success plans aligned to partner outcomes
- Support legacy agreement transitions and contract normalization
- Lead escalation management and coordinate internal resources to resolve issues
- Ensure consistent engagement across the partner lifecycle, particularly approaching renewal
- Partner with Channel Account Managers on expansion signals, pricing alignment, and commercial strategy
- Collaborate with Partner Enablement Manager to ensure enablement readiness and product adoption
- Engage Channel Account Manager when expansion opportunities, pricing changes, or competitive risks arise
- Maintain clear role boundaries to support the broader channel operating model
- Renewal orchestration and forecasting (base ARR)
- Partner health, risk identification, and retention strategy
- Governance processes and QBR coordination
- Adoption and value realization
- Net new partner acquisition
- Expansion quota or pipeline generation
- Heavy commercial negotiation
- Partner onboarding or training delivery
Partner Health & Risk Management
Establish proactive partner health management to identify and mitigate churn risk.
Partner Engagement & Value Realization
Act as a trusted advisor to partners, ensuring they achieve measurable value from Smarsh solutions.
Cross-Functional Alignment
Operate as a central coordination point across Channel functions.
Role Scope & Boundaries
Owns:
Does Not Own:
This role is focused on revenue protection, not revenue creation.
Retention & Operational Excellence
- Proven experience managing renewals, retention, and recurring revenue models
- Strong forecasting discipline with the ability to manage risk and ambiguity
- Structured operator with a process-driven mindset
- Experience working within partner channel ecosystems
- Ability to build trust and influence partner stakeholders at multiple levels
- Strong focus on value realization and adoption strategy
- Experience working in matrixed environments across Sales, Operations, and Enablement
- Ability to navigate role boundaries and drive aligned execution
- Strong communication and stakeholder management skills
- 5-10 years in Customer Success, Partner Success, Account Management, or similar roles
- Experience in SaaS or recurring revenue environments
- Strong understanding of renewal processes, forecasting, and retention strategies
- Experience with CRM platforms (e.g., Salesforce) and data-driven decision making
- Analytical, structured, and execution-focused
Partner & Customer Success Leadership
Cross-Functional Collaboration
Qualifications
Smarsh provides solutions that enable businesses to manage risk and harness insights from their digital communications. With a focus on regulated industries, we support over 6,500 organizations in monitoring compliance and identifying potential legal risks across more than 80 channels.