Partner Marketing Manager (REMOTE)

It's an exciting time to launch a career with PlanSource, a rapidly growing benefits technology company with offices in Orlando, Florida, Salt Lake City, Utah and Bengaluru, India. We are all about making an impact, winning as a team and celebrating success. We work together to build innovative technology and are on a mission to help people live happier, healthier lives by maximizing the benefits of their benefits.

The Marketing team at PlanSource develops compelling messaging and campaigns that fuel our Go-to-Market team with everything they need to inspire our customers and partners to choose PlanSource. We work with many teams across the organization including sales, product, operations and more to increase demand of our technology through webinars, events, videos, campaigns, product launches and other self-service thought leadership tools and resources.

We are looking for a strategic, relationship-driven PARTNER MARKETING MANAGER who will be responsible for creating marketing campaigns with partners that help employers and brokers make an educated decision on their benefits administration provider. This individual will play an integral role, spearheading go-to-market strategies for all partnerships—Insurance Carriers (Boost), Partner Marketplace vendors, HCM and Resellers. This person will be responsible for educating internal and external sales teams about the value of partnerships, how it works, and why customers and brokers should choose it. This individual will live and breathe partner marketing and always be thinking of creative ways to grow the relationships. 

MISSION

Own marketing for key partnerships from launch, training, external marketing, demand and driving revenue. Responsible for creating content that helps employers and brokers make an educated decision on their technology. Collaborate with external partners to showcase content and reach our target audience to drive revenue. 

RESPONSIBILITIES

• Lead demand generation activities for partner channels (HCM, Reseller, Carrier).
• Actively engage in all partner events—virtual and in-person—to provide guidance, coaching and support to the partner community.
• Develop and execute robust sales playbooks aimed at driving new sales across multiple channels (Reseller, HCM, Direct), bolstered by comprehensive marketing campaign backing.
• Work closely with partners to develop joint marketing and sales enablement plans that tie to revenue goals.
• Build and create marketing collateral for various partners such as webpages, product and partnership one pagers, case studies, testimonials, and references to increase demand gen for partners.
• Run reports and track lead generation for partners to ensure success.
• Maintain quality relationships with internal and external partner stakeholders.
• Collaborate with relationship owner to enable sales and partner teams on training needs.
• Train PlanSource sales team and key departments to ensure proper education of the partner solution and value proposition.
• Think innovatively about new ways to market partner programs to our brokers and customers and track success.
• Collaborate with partners and market leaders for feedback and market insights
• Ensure partners are informed of the relevant new product releases and timelines
• Work closely with partners to develop joint marketing and sales enablement plans that tie to revenue goals.
• Work closely with the executive, product, technology, sales, marketing, and legal teams to launch new partnerships and ensure that partnership strategy is in line with business initiatives throughout the organization.

ROLE-BASED COMPETENCIES

The desired candidate must:

• Have industry experience with human capital management or insurance carrier experience partnering with or marketing benefits administration software.
• Have a proven track record creating content that drives demand and exposure to partnerships.
• Strong desire to build relationships that drive growth and revenue for PlanSource and partners.

The desired candidate should:

• Have demonstrated initiative, creativity, ability to drive results.
• Must demonstrate initiative, self-reliance and autonomy, with the judgment to know when to take the lead, when to involve others, and how to set priorities of the work functions assigned.
• Detail oriented and collaborative personality to work well with external stakeholders as well as customers and brokers.
• Ability to travel about 15-25%.

ADDITIONAL RESPONSIBILITIES 

In addition to the below, responsibilities for this role will be in service of the Outcomes listed above

• The candidate must grasp the focus that PlanSource is putting on the customer experience and how our partnerships will impact our go-to-market strategy.
• This role will need to partner with many internal and external leaders to design and execute marketing strategy in coordination and partnerships with existing teams and structures.
• This role will need to build strong partnerships with the assigned partner(s), other such leaders inside the PlanSource organization, internal operations teams, product and software development teams, sales teams and PlanSource distributors.

EDUCATION/EXPERIENCE

• Bachelor’s in marketing, communications or related field and / or equivalent work experience.
• Experience in the benefits technology industry.
• Experience working directly with large national insurance carriers or HCM providers.
• 5 years of marketing, communications, partner management or similar experience.
• Track-record of meeting or exceed performance targets and goals.

• Great benefits package, including a full suite of health benefits, a generous 401(k) Plan, unlimited PTO, paid parental leave, a strong rewards and recognition program, and a focus on mental health and well-being.
• An inclusive environment with Employee Resource Groups to join, volunteering days and the ability to donate to organizations of your choice through our recognition platform.
• The opportunity to work for a growing, established technology company, but work side-by-side with a small, dynamic team of talented professionals.
• Fast-paced environment with big goals and the opportunity to make a big impact.

Top five reasons to come to PlanSource:

#5: Join the Vista Family. In March 2019, Vista Equity Partners acquired PlanSource, marking a new phase of growth. Vista’s portfolio of technology and software companies collectively make up the 4th largest software ecosystem in the world.

#4: PlanSource is highly rated with our customers. Be proud of our sophisticated cloud-based technology that meets the needs of even the most complex benefit programs.

#3: Success is rewarded. With more than just a pat on the back, your success is recognized and rewarded. We take care of our employees in every way we can, with comprehensive benefits, employee recognitions, and a commitment to wellbeing.

#2: You can grow and develop professionally. PlanSource has a great track record of internal promotions within the company and offering development plans and tracks to pursue your personal and professional goals.

#1: Share our values. Be part of a team that values diversity and representation in all levels of the organization. Be part of a team that gives back to local communities, and is actively aware of their social and environmental impact.

PlanSource is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. Our employees are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well.

We celebrate and support our employees’ diversity in age, color, disability, ethnicity, cultural beliefs, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status and other characteristics that make our employees unique.

NOTE: We will consider a remote employee for approved cities PlanSource can accommodate.