We are seeking a results-driven Partner Onboarding Specialist with 3+ years experience in Customer Success, Onboarding, Implementation, or Partner Enablement. You will manage onboarding programs for B2B SaaS customers, particularly in ecosystems and revenue technology. You’ll translate complex technical, security, and policy concepts into clear guidance for non-technical stakeholders, facilitate security reviews, and support data privacy and compliance discussions. Your role will require excellent communication, facilitation, and stakeholder-management skills, coupled with strong organizational discipline to multitask across engagements in a fast-growing environment. You will partner with Sales, Success, Product, Security, and Legal to ensure customers realize early value and long-term adoption of PartnerTap’s platform.
PartnerTap is a high-growth startup transforming how sales and channel teams collaborate across organizations. Our platform automates and streamlines the tedious steps channel professionals go through to effectively work with their partners. We serve enterprises by delivering a robust account mapping, co-selling, and ecosystem orchestration solution that provides attribution data and reporting to credit all pipeline and revenue sourced with partners. The Partner Onboarding Specialist will play a critical role in ensuring customers and their extended partner ecosystems are successfully onboarded, enabled, and activated on the PartnerTap platform. You’ll collaborate with customers, their partner teams, and internal stakeholders to deliver a smooth onboarding experience from initial setup through first sourced pipeline, contributing to early value realization and long-term adoption.
- Lead onboarding engagements for priority partners of PartnerTap customers, ensuring timely activation and early value realization.
- Deliver PartnerTap platform overviews and onboarding sessions to customers and their partners to drive clarity, comfort, and adoption.
- Act as a trusted onboarding guide, explaining PartnerTap policies, data usage, and value proposition.
- Coordinate with Security, Legal, and Product teams to address partner questions; facilitate security reviews and provide access to Trust Center and security docs.
- Support CRM implementation and integration workflows (e.g., Salesforce or other CRM systems) as part of onboarding; guide data connection setup, permissions, and validation.
- Facilitate initial pipeline sourcing sessions between customers and partners to drive early wins and establish best practices for ongoing collaboration and deal sharing.
- Track onboarding milestones and ensure customers reach key activation benchmarks; document and share onboarding playbooks and scalable practices.
- Collaborate cross-functionally with Sales, Customer Success, Product, Security, and Marketing to deliver a cohesive onboarding experience; provide feedback on friction and product improvement opportunities.
Experience supporting security reviews, trust documentation, or compliance onboarding. Background in partnerships or channel programs. Prior experience enabling enterprise customers and working with cross-functional teams in a high-growth SaaS setting. Familiarity with Salesforce and other CRM ecosystems, and the ability to tailor communications to technical and executive audiences.
