Partner Success Manager (CPM/EPM Software) - Spanish Speaker

Description

The company builds finance software for modern finance teams, with teams spread across continents and time zones.

This is a remote Partner Success Manager role supporting the partner ecosystem for CPM and EPM software, with a focus on US and LATAM partners.

The role bridges the company's internal teams and its implementation partners, covering the functional and technical side of partner projects.

Scope includes project tracking, partner health and growth, partner program tier levelling, scorecard measurement, OnePass utilization and skill certifications.

Responsibilities

• Be the main point of contact for implementation partners, making sure they have the resources and technical and functional support they need.
• Run regular partner status calls on project delivery and raise any delivery concerns.
• Build strong, lasting relationships with partners to drive successful implementations and partner growth.
• Advise partners on their overall health and future planning.
• Act as a go-between for partners and internal teams (Support, Remote Consulting, Partner Enablement, Engineering, Customer Success), directing partners to the right teams and processes.
• Work with Partner Alliances to flag timeline risks and concerns to leadership.
• Give Partner Delivery Managers input on partner tier levels, based on each partner's track record and perceived skills.
• Communicate clearly and concisely with partners and internal stakeholders.
• Push partners to build and maintain a centre of excellence (COE) within their practices.
• Coordinate engagements centrally and take part in projects so you know when to bring in the wider CSRC teams and when to offer partner training.
• Monitor and support partner-led implementations to keep delivery and partner success on track.
• Review project plans and recommend timeline changes to help ensure go-live success.
• Find ways to raise customer satisfaction and adoption through functional enablement, recommending materials based on customer needs.
• Review partner cases to confirm they are using their internal COE correctly.
• Identify the key deliverables that drive partner success.
• Build and deliver partner Seismic pages covering functional information, new features and solution content.
• Encourage partners to use COE online Navigator courses, content and enablement materials.
• Find ways to improve partner processes and efficiency.
• Develop proactive enablement and new services that help prevent customer escalations.
• Write SOP documentation for active projects and help roll it out as a project governance standard.
• Run a GAP analysis with Partner Alliances to build a stronger framework for partner processes and project management.

Requirements

• Bachelor's degree in a field such as Accounting, Business, Finance, Information Systems, Mathematics or CIS, or equivalent work experience.
• At least 2 years of experience in project management, stakeholder management or account management.
• At least 5 years of consulting or functional account management experience on CPM or EPM software implementations.
• Fluent in Spanish and English.
• Strong knowledge of financial accounting processes.
• Excellent project skills for product implementation.
• Excellent customer service skills.
• Able to give concise functional guidance and recommendations.
• Able to build trust and strong relationships.
• Able to deliver difficult feedback on implementations and project status.
• Eager to enable others and keep growing your functional knowledge.
• Self-directed, with a strong drive to succeed.
• Strong organizational skills and attention to detail.
• Able to manage and finish several streams of work on time.
• Strong presentation and interpersonal communication skills.
• Able to collaborate and solve problems both alone and in a team.
• Able to draft project status updates.
• Able to diagnose and troubleshoot issues.
• Preferred: master's degree in business, accounting, finance or information technology.
• Preferred: a professional accounting designation (such as CPA, CMA, CGA or CA), an advanced degree (such as MBA or MFA), or other relevant finance or IT certifications.
• Preferred: project, program or account management expertise.
• Preferred: prior experience in partner success or customer success.
• Preferred: deep experience with SQL, C, VB.net or Visual Basic. Object-oriented programming is a plus.
• Preferred: prior expertise in scalability and performance of EPM or CPM products.
• Preferred: prior experience with Azure-based SaaS platforms.
• Preferred: prior experience using telemetry tools to monitor EPM or CPM applications.
• Preferred: experience with any of these products is a plus: SAP Outlooksoft BPC or SAP BOFC (Cartesis); Hyperion Planning, Hyperion Essbase or Hyperion Financial Management (HFM); FDM (Financial Data Quality Management) or UpStream; IBM Cognos; other EPM solutions; other GSI or RSI partner-implemented SaaS products such as BlackLine, Trintech or Workiva.

Conditions

Remote position supporting US and LATAM partners.

Gross annual base salary of $114,000 to $148,000 USD.

Total compensation depends on experience, skills and location, judged on objective, job-related criteria. Additional variable pay and benefits may apply.

You must be legally authorized to work in the country where the role is based, without sponsorship.

Benefits

• Transparency about corporate structure, salary and benefits.
• A strong focus on customer success.
• Varied project work across industries.
• A strong team culture.
• Several training opportunities.
• Excellent medical plan.
• Dental and vision insurance.
• Life insurance.
• Short- and long-term disability cover.
• Vacation time and paid holidays.
• Professional development support.
• Retirement plan.