Partner Success Coordinator

Summary

Join Planful as a Partner Success Coordinator to support and optimize our growing partner program. You will play a critical role in partner success by optimizing programming, managing communications, and developing resources that drive partner engagement, readiness, and performance. The ideal candidate possesses strong organizational and communication skills, a passion for collaboration, and experience working cross-functionally. Responsibilities include managing partner program operations, training and resource management, engagement and performance tracking, and partner communications and marketing support. You will work with various internal teams, including marketing, product, and go-to-market teams. This position offers opportunities for professional growth and development within a dynamic and collaborative environment.

Requirements

• 1-3 years of experience in a partner-facing or marketing role, preferably in a B2B SaaS environment
• Strong project management and organizational skills
• Excellent written and verbal communication skills
• Experience coordinating cross-functional projects involving sales, marketing, and product stakeholders
• Self-starter with a creative mindset and a passion for partner and customer success

Responsibilities

• Support the implementation and ongoing optimization of Planful’s Partner Program through content development, feedback gathering, and program logistics
• Incorporate feedback from partners and Partner Account Managers (PAMs), and analyze partner engagement behavior to improve program structure and resources
• Assist with maintaining and updating partner tier structures, referral processes, and program documentation
• Coordinate partner onboarding, training, and certification workflows using tools such as Impartner and WorkRamp
• Work cross-functionality with training and support team to own the communication and distribution of training and sales content tailored to strategic partner types globally (e.g., GSIs, regional SIs, ISVs) and roles (sales, pre-sales, delivery)
• Work with Partner Solutions Architects to curate implementation toolkits, including templates, methodology overviews, and best-practice guides
• Help to update a library of partner-facing content including: One-pagers and pitch decks, Demo scripts and use cases, Release notes and FAQs, Competitive battlecards and joint value propositions
• Track partner participation in onboarding and certification programs and report usage metrics to internal stakeholders
• Coordinate with internal teams to capture qualitative feedback on partner performance and delivery quality
• Support internal initiatives to recognize and share partner wins and success stories across Planful’s go-to-market teams
• Manage ongoing partner communications such as the monthly partner newsletter, partner Slack community, and virtual town halls
• Collaborate with product marketing to ensure timely distribution of product updates and feature release information to partners
• Assist in coordinating partner participation in Planful-hosted webinars, in-person events, and co-marketing initiatives
• Maintain partner-facing web content and contribute to the creation and upkeep of branded collateral such as program guides and event materials
• Capture insights from community interactions and share with internal teams to guide partner program improvements

Preferred Qualifications

Familiarity with partner or customer learning platforms (e.g., WorkRamp, Impartner) is a plus

Benefits

• 2 Volunteer days, Birthday PTO, and quarterly company Wellness Days
• 3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave
• Annual Planful Palooza, our in-person, company-wide culture kickoff held in cities like San Diego, Palm Desert, and most recently - Nashville, Tennessee!
• Team-specific offsites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco
• Office hubs in San Francisco, Toronto, and London. We also offer benefits such as home office setup, and monthly wifi and cell phone reimbursements for all employees, in-office or remote
• Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
• Employee Resource Groups such as Women of Planful, Parents of Planful, and many more. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs & communities along the way