Partner Consultant (Remote)

This role plays a critical part in supporting and strengthening the distribution partner relationships across markets by enabling end-to-end execution across the partner value chain.

The position enables partner and team success through high-quality data preparation, reporting, operational coordination, partner communications, and sales support.

The role works cross-functionally to ensure partners and internal relationship teams are equipped with accurate information, clear materials, and consistent processes that support sales, retention, and growth. It also helps identify operational gaps, improve consistency across accounts, and translate partner and field feedback into practical improvements.

With a broad view across partners and processes, this role improves execution quality, elevates partner experience, and increases efficiency for our teams.

Key Job Responsibilities

Partner & Sales Support

• Support designated distribution partners across markets by preparing and compiling program data, growth measures, and performance metrics.

• Provide accurate reporting, dashboards, presentations, and data support for Relationship Managers and Sales teams.

• Develop and maintain high-quality, client-facing materials that elevate partner and field conversations.

• Support sales, retention, renewal, and growth activities through reliable preparation and execution support.

Partner Communications & Experience

• Deliver clear, timely, and consistent partner communications in coordination with Relationship Managers and cross-functional teams.

• Ensure partner materials are accurate, professional, and aligned to enterprise standards.

• Contribute to a strong, consistent partner experience through dependable follow-through and communication across accounts.

Operational Execution & Consistency

• Maintain organized, accurate, and high-quality documentation across partners, programs, and initiatives.

• Improve operational consistency across distribution partners by applying shared templates, tools, and processes.

• Identify errors, inefficiencies, or gaps in partner materials and workflows and recommend practical improvements.

• Support interim processes and operational workflows as needed to ensure continuity and execution quality.

Data Accuracy & Reporting

• Maintain strong data hygiene and system accuracy to support reporting, insights, and partner performance tracking.

• Reduce errors and rework by ensuring partner-facing and internal materials are thoroughly reviewed and validated.

• Enable faster preparation cycles and greater predictability through organized information management.

Cross-Functional Collaboration

• Partner with Sales, Marketing, Operations, Enablement, and Analytics teams to support coordinated execution across the partner lifecycle.

• Translate partner and field feedback into actionable inputs that improve tools, materials, and processes over time.

• Bachelor’s degree in Marketing, Business Administration, Insurance or related field or an equivalent trade-off of related professional work experience.

• 5-7 years of experience

• Demonstrated knowledge of insurance products and services, with in-depth understanding of the new market partners, business, industry, and market preferred.

• Experience with designing and executing on new processes, artifacts, and templates.

• Ability to quickly identify, making recommended fixes, build, and execute solutions with cross functional teams

• Ability to manage multiple priorities, plan projects and maintain deadlines with strong organizational skills.

• Ability to comprehend and follow complex processes, with aptitude for continuous adaptability and improvement.

• Demonstrated effective communication, interpersonal, relationship building, problem-solving skills, and customer service skills.

• Demonstrated strong skills for collaboration, teamwork, persuasion and influence where/when appropriate.

• Ability and willingness to travel 10-15% of the time

Be an Early Applicant Remote Hiring Remotely in USA 83K-125K Annually Senior level Remote Hiring Remotely in USA 83K-125K Annually Senior level Support distribution partners by preparing data, reports, and client materials; coordinate partner communications; improve operational consistency and processes; collaborate cross-functionally to enable sales, retention, and growth. Maintain data accuracy, documentation, and provide execution support for Relationship Managers and Sales teams. The summary above was generated by AI

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition, If you’re ready to help make a difference, apply today. A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range: $83,100.00 - $124,700.00

At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important., United States Easy Apply 126K-203K Annually Senior level 126K-203K Annually Senior level Artificial Intelligence * Cloud * Computer Vision * Hardware * Internet of Things * Software Lead Samsara’s AI-first CX intelligence function by designing and operating VoC programs, owning Qualtrics and a unified customer intelligence platform, deriving LLM-powered insights, building closed-loop processes, driving cross-functional CX improvements, implementing AI tooling, and hiring and developing a high-performing team to convert customer feedback into measurable business outcomes. Top Skills: CRMGongLlmMedalliaQualtrics, Samsara, United States Easy Apply 101K-136K Annually Senior level 101K-136K Annually Senior level Artificial Intelligence * Cloud * Computer Vision * Hardware * Internet of Things * Software Lead and grow the Resident Consultant team to drive adoption, value realization, and renewals for enterprise Samsara customers. Define strategy, hire and develop consultants, manage executive stakeholder relationships, scale services, and collaborate cross-functionally to deliver measurable business outcomes. Top Skills: GainsightSamsara Platform Samsara, United States Easy Apply 101K-136K Annually Senior level 101K-136K Annually Senior level Artificial Intelligence * Cloud * Computer Vision * Hardware * Internet of Things * Software Manage and scale the Resident Consultant team to drive adoption, value realization, and renewals for enterprise SaaS customers. Define long-term team strategy, hire and develop consultants, engage executive stakeholders, and partner cross-functionally to solve customer challenges and grow accounts. Represent customer success at executive levels and embed Samsara cultural principles.

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