[Remote] Senior Partner Consultant (Remote)
Note: The job is a remote job and is open to candidates in USA. TruStage is committed to making a brighter financial future accessible to everyone, focusing on insurance and financial services solutions. The Senior Partner Consultant role is essential for supporting and strengthening distribution partner relationships by ensuring effective communication, operational execution, and data accuracy to enhance partner and team success.
Responsibilities
- 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
- 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
- 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
- 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
- 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
Skills
- 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
Benefits
- Annual incentive (bonus) plan
- Medical
- Dental
- Vision
- Employee assistance program
- Life insurance
- Disability plans
- Parental leave
- Paid time off
- 401k
- Tuition reimbursement
- Flexible workplace that allows for work-life balance
- Career growth and retirement assistance
- Flexibility, including working in a place you prefer
- Invest in technology and other tools that will make hybrid working normal rather than an exception
Company Overview
Company H1B Sponsorship