Partner Success Manager

Summary

Join Casago as a Partner Success Manager and drive the success of new partners. Leverage your expertise in trust accounting and financial acumen to interpret P&L statements and balance sheets. You will act as the primary point of contact for assigned partners, track their growth, and ensure compliance with Casago's standards. Build strong relationships with suppliers and vendors, conduct regular meetings with partners, and provide guidance on tools and resources. Stay updated on industry trends and conduct in-person visits to assess performance. Guide partners in developing business strategies and provide coaching and training. This 100% remote position requires experience with Property Management Systems (PMS), particularly Streamline and/or Guesty. The role involves 25-50% travel.

Requirements

• Exceptional account management skills and a clear view on what constitutes excellent customer service
• Exceptional project management skills. Proven ability to multitask and manage multiple moving pieces at a time while paying strict attention to detail
• Demonstrated ability in learning new software programs and identifying opportunities to maximise the platforms full potential
• 3+ years of account management and/or success management experience working with Property Management Systems (PMS)-Streamline and/or Guesty experience strongly preferred
• Experience with trust accounting and understanding of financial compliance best practices
• Exceptional financial acumen, with the ability to accurately interpret and explain P&L statements and balance sheets

Responsibilities

• Identify opportunities for operational process improvement across each individual franchise partner’s business
• Act as the primary Casago International point of contact and advocate for each assigned partner
• Track partner growth and performance via KPI measurements
• Ensure compliance around Casago standard operating procedures and encourage adoption of cultural standards
• Build and maintain solid relationships with suppliers and vendors and manage communication with Franchisees
• Conducting regularly scheduled L10 Meetings with franchise partners to address issues and plan next steps
• Be able to provide in-depth guidance on tools, systems and resources provided by Casago
• Stay updated on industry trends, regulations, and best practices, and share relevant information with franchise partners to help them stay compliant and informed
• Conduct in-person visits to franchise locations to assess performance, provide feedback, and ensure compliance with Casago’s standards and procedures
• Guide franchise partners in their development of business strategies, ensuring alignment with Casago’s overall goals and best practices
• Provide coaching and training on standard operating procedures as supported by the operations manual
• Keep detailed and up-to-date records of interactions, performance metrics, and other relevant information for each partner franchise, ensuring that all data is logged accurately
• Support partners' operational excellence through effective use of Property Management Systems (PMS), particularly Streamline and/or Guesty
• Provide strategic guidance to partners, including best practices related to trust accounting and financial compliance
• Analyze financial data, including P&L statements and balance sheets, to provide actionable insights that will support enhancing franchise profitability
• Other duties, as assigned

Benefits

• Health/dental/vision insurance based on hours worked
• Employer Sponsored & Voluntary Supplemental Benefits based on hours worked
• 401K retirement savings plan with immediate 100% company match on the first 6% you contribute
• Health & Dependent Care Flexible Spending Accounts based on hours worked
• Paid Flex Time Off / Vacation & Sick Time
• Employee Assistance Program (EAP)
• Employee Discounts