Lead the tax-to-wealth expansion strategy, building scalable playbooks and operating models across tax practices.
Partner with Client Development to drive conversion rates and revenue outcomes for high-potential tax client populations.
Own performance management, executive reporting, and program governance to track pipeline health and growth metrics.
Mercer Advisors has been helping families amplify and simplify their financial lives for over 40 years by integrating financial planning, investment management, tax, estate, and insurance. Ranked #1 RIA firm by Barron's, they serve over 42,800+ families across 110+ U.S. cities and emphasize a flexible, diverse workplace with over half of employees being women.
Lead the full Partner Success function across channel, Omni, and enterprise segments, managing a team of PSMs and a Director-level direct report.
Own GBV targets and drive partner performance through activation, growth, and retention frameworks across the channel and Omni portfolio.
Oversee cross-functional collaboration with Product, Engineering, and Sales to surface partner feedback and prioritize the Omni roadmap.
Engine is transforming business travel into a personalized, rewarding, and simple experience by building a platform that combines corporate travel, a charge card, and spend management. With over 30,000 companies relying on Engine, it supports more than 1 million travelers and billions in annual bookings, is cash flow positive, and has been recognized as one of the fastest-growing travel and fintech platforms in North America.
Be responsible for the happiness of our care partners
Manage executive steering committees and serve as the face of Headway
Build and grow relationships with care partners' teams and leadership
Headway's mission is to fix access to mental healthcare by building a new system everyone can access, starting by automating insurance admin work for providers. They are a Series D company with $325M+ in funding, serving over 75,000 providers and 1 million patients, and are looking for exceptional people to join their team.
Partner with advisors to support proposals and client consultations, ensuring consistent application of Mariner's investment platform.
Serve as a primary point of contact between Investment Strategy team, advisors, and internal strategies, fostering collaboration.
Represent Mariner Investments as a client-facing authority across all client segments, from emerging affluent to UHNW.
Mariner Wealth Advisors is a wealth management firm serving clients from emerging affluent to ultra-high net worth. The company fosters a collaborative culture with a focus on professional growth and work-life balance.
Own post-go-live success for a portfolio of enterprise and midmarket Omni partners, driving partner health and GBV growth from first booking through sustained performance.
Coordinate onboarding and activation, defining milestones and building multi-threaded relationships across partner teams from contract signature to go-live.
Manage a tiered portfolio to identify expansion opportunities, surface pipeline for upsell, and feed partner insights back into product and engineering.
Engine transforms business travel into a personalized, rewarding, and simple experience through a platform combining corporate travel, a charge card, and spend management. Over 30,000 companies use Engine, supporting 1 million travelers, and it is recognized as one of the fastest-growing travel and fintech platforms in North America with a culture that values inclusion and innovation.
Lead the product roadmap for Advisor Experience, driving tools that improve advisor efficiency and client outcomes.
Build AI-powered features like Aspen AI for meeting prep and transcription to give advisors more time.
Partner with Wealth Operations & Experience to drive key metrics including Net Revenue Retention and Client NPS.
Mercer Advisors is a comprehensive financial services firm that integrates financial planning, investment management, tax, estate, and insurance to help families simplify their financial lives. With over 31,300 families served and a workforce where more than half are women, the company offers a flexible, national footprint and ranks #1 RIA firm by Barron's.
Manage end-to-end M&A integration programs, from pre-close planning to post-merger stabilization, driving measurable outcomes for Fortune 1000 clients.
Partner with senior leadership to navigate complex cross-functional challenges, facilitating decision-making and ensuring change management initiatives stick.
Mentor junior team members, contribute to business development, and build AI fluency to lead in a rapidly evolving market.
We are a boutique management consulting firm that helps Fortune 1000 companies with M&A integration, AI and digital transformation, and operating model redesign. Our team is agile and results-driven, led by an experienced founder with deep Big 4 expertise.
Drive revenue per partner and tier conversion: upsell contributors to paying tiers and retain partners.
Matchii is a platform that connects buyers with vetted agencies, providing matched results with benchmark pricing and outcome insurance. The company is early-stage, with a focus on building the partner network from the ground up, and values autonomy and ownership.
Build strong relationships with customers and drive product adoption to ensure satisfaction and retention.
Develop mutual value plans and identify expansion opportunities with Account Management partners.
Proactively identify account risks and collaborate with internal teams to optimize implementations.
Highspot is pioneering the category that is fundamentally changing the way companies increase sales productivity. We are committed to building breakthrough software with a spark of magic, and we have put intentional focus on creating equitable workspaces for each of our employees.
Manage a portfolio of public-sector customer accounts, driving adoption and measurable outcomes.
Serve as the primary point of contact and trusted advisor to customer stakeholders.
Lead business reviews focused on engagement, ROI, and long-term value.
Virta Health is on a mission to reverse metabolic disease in one billion people. They have raised over $350 million from top-tier investors and partner with large health plans, employers, and government organizations.
Own a portfolio of 12-15 complex B2B accounts ($100K-$300K ARR) and lead executive onboarding to align stakeholders on goals.
Build deep relationships with executive sponsors, drive product adoption, and progress expansion opportunities with Account Executives.
Use customer data for high-impact QBRs and act as a trusted advisor to deliver measurable business value.
Clutch is a revolutionary vertical SaaS company backed by Andreessen Horowitz that empowers Credit Unions to become FinTech lenders. With a team of 10+ in Customer Success, the culture is high-trust, high-accountability, and values progress over perfection.
Develop and manage strategic partnerships with venture capital and law firms.
Drive revenue growth through collaborative initiatives and co-marketing opportunities.
Cultivate and maintain strong relationships to ensure partner satisfaction and alignment with company goals.
Mercury is a financial technology company that offers banking solutions for startups. They are an equal opportunity employer with a focus on diversity and inclusion, and a team of around 500 employees.
Own the end-to-end renewal process for partner-managed recurring revenue, ensuring high retention and predictable outcomes.
Establish proactive partner health management to identify and mitigate churn risk.
Act as a trusted advisor to partners, ensuring they achieve measurable value from Smarsh solutions.
Smarsh empowers customers to manage risk and unleash intelligence in digital communications. With over 6500 organizations in regulated industries, the company has been consistently recognized by analysts like Gartner and Forrester and has appeared on the Inc. 5000 list of fastest-growing American companies since 2008.
Serve as a day-to-day support contact for a large portfolio of agencies, delivering guidance through Intercom and other channels.
Proactively engage customers post-launch to reinforce platform best practices, drive adoption, and support successful usage.
Monitor customer performance and usage signals to identify churn risk early and prioritize outreach.
MNTN provides advertising software for brands to reach their audience across Connected TV, web, and mobile. Named one of Ad Age's Best Places To Work in 2025 and one of Fast Company's Most Innovative Companies in 2023, the company has a people-first culture defined by trust, ambition, quality, and compassionate leadership.
Manage end-to-end partner lifecycle and go-to-market execution for IBM's Governance and Risk and Autonomous Workforce practices.
Drive partner pipeline development and deal progression through cross-functional collaboration with sales, marketing, and technical teams.
Conduct business reviews, coach partners, and track performance metrics to ensure scalable growth and partner readiness.
ServiceNow is an AI control tower for business reinvention, helping 85% of the Fortune 500 work smarter. It was founded by engineer Fred Luddy and has a culture focused on freeing people from busywork with an AI-native approach.
Lead, coach, and develop a team of Customer Success Managers for Commercial and SMB segments.
Own portfolio health and retention, using account health signals to prioritize team efforts.
Partner with Sales, Renewals, and Deal Desk to manage renewals and expansion opportunities.
Spring Health is a global mental health company focused on eliminating barriers to mental health through an AI-native platform. With outcomes validated by JAMA, the company reaches over 170 million people worldwide and fosters a culture of innovation and inclusivity.
Own the Americas partner success strategy and lead a team of partner success managers.
Build executive-level partner relationships and drive partner activation and capability.
Develop partner-specific business plans and represent the region in global strategy.
Coupa provides a community-generated AI and total spend management platform for businesses of all sizes. With a global network of 10M+ buyers and suppliers, Coupa fosters a collaborative culture driven by transparency and a shared commitment to excellence.
Lead cross-functional integration projects end to end as the project manager.
Manage multiple integrations concurrently, adapting the playbook to each operating company's specific needs.
Report integration status to VP of Integrations weekly with clear, concise summaries of progress, risks, and decisions.
Orion Service Group is a network of commercial services businesses across the US, spanning HVAC, electrical, plumbing, and building automation. We are a small, high-trust team with a culture grounded in four core values: Coach, Compete, Collaborate, and Commit.
Secure and expand relationships with Business Development partners including large wirehouses, banks, and RIA firms to drive product approval and revenue growth.
Lead due diligence, negotiations, and compliance for Master Services Agreements and partnership contracts.
Collaborate with marketing, sales, and legal teams to develop co-branded campaigns and sales enablement materials.
SmartAsset is an online destination for consumer-focused financial information and tools, helping people make smart financial decisions. Reaching an estimated 23 million people monthly and valued at over $1 billion after a Series D round, the company fosters a collaborative, high-energy sales culture.
Lead product strategy and roadmap for the UHNW Regis platform, balancing near-term priorities with long-term goals.
Synthesize diverse inputs into clear problem statements and design integrated workflows to improve client and advisor experience.
Partner with engineering, operations, and external partners to deliver scalable, well-architected platform solutions.
Mercer Advisors helps families amplify and simplify their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. They serve over 31,300 families across 90+ U.S. cities and are ranked #1 RIA firm by Barron's, with a diverse and flexible remote culture.