Enablement Partnerships PDP

This page contains the different roles within theĀ Partners Success path. Choose the relevant role you want to learn about.

You can also enter the “Professional Path” to access the relevant skills and resources (coming soon!).

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Partners Success
Learning Content
Enablement/Training

Choose & Compare

Partners Success Manager
Senior Partners Success Mngr
IC Path
Not avaliable
Management Path
Partners Success Team Lead

Components:

All
Internal impact and collaboration
Complexity
Autonomy
External relationships and impact
Knowledge
Typical experience

Partners Success Manager

Professional Path

The Partners Success Manager will deliver adoption, implementation & success methodologies to our partners worldwide. This role includes building end-to-end success plans, monitoring success and adapting accordingly to improve retention & reduce churn. The PSM will also closely work with our partners to build playbooks and offerings for our end customers.

Internal impact and collaboration

Works closely with Channel Partners Managers, members of other Client Facing Guild teams (Consulting and CSG) and product.

Behaviors

  • Works with CSM to share knowledge and best practices
Complexity

Combines deep technical capabilities & a strong understanding of the platform to enable partners to execute CSM practice for their clients and improve CSAT. Makes adjustments or recommends enhancements in systems and processes to solve problems or improve the effectiveness of the job area.

Behaviors

  • Adjusts QBR templates (per partners evolvement) for Churn & Retention analysis and takes part in the relevant sections
  • Builds and maintains a playbook for partners that includes strong messaging for partnersā€™ offering
  • Work closely with CPM’s to create actionable action items based on churn and health score metrics
  • Updates reports and decks on an ongoing basis
  • Saves 2 accounts from churn per Q
Autonomy

Works independently with general supervision on larger, moderately complex projects/assignments.

Behaviors

  • Decide on accounts distribution and risk accounts planning
External relationships and impact

Well connected with partners. Improves the CSAT, retention & churn figures for specific partners after working with them.Ā 

Behaviors

  • Onboards and manages relationships of at leastĀ  2-3 Enterprise partners customers, together with the partner, end to end within the first H
  • Keeps a close relationship with different individuals within CPā€™s, familiar with their role, challenges & professionalism
  • Manage a portfolio of regional partners and be their focal point for post-sale activities
Knowledge

Excellent knowledge of the product (automation, integration, dashboards, apps, etc.) & the vision and the roadmap. Knowledge on monday solutions and how to implement and adjust them per client needs. Implemented the majority of our automations and integrations.

Behaviors

  • Hands-on experience with the core integrations of the product (SF, Jira, Gmail, Outlook, MS Teams, Slack) as well as 10-20 other integrations
  • Built 20-30 workflows across 6-8 different lines of business
  • Supported multiple enterprise implementations
Typical experience

1+ years of experience as a Customer Success Manager or an equivalent client-facing role in a global company (SAAS product).

Behaviors

  • Excellent English
  • Excellent interpersonal skills
  • Highly customer-centric
  • Can-do approach
  • Works well under pressure
  • Technical background – an advantage

Senior Partners Success Mngr

Professional Path

The Senior Partners Success Manager will have a significant impact on Partners ARR and closely work with the Sales team & Partners to substantially grow and evolve the entire company’s success methodology. The Senior PSM will be working with GSI’s & strategic partners in order to provide a closer relationship and a more thorough education process.

Internal impact and collaboration

Contributes to defining the direction for new processes, standards or operational plans based on the business strategy with a significant impact on the work groupā€™s results. Owns all Success knowledge within the partner’s team and is the main POC.

Behaviors

  • Builds success methodologies from scratch, achieve Renewal & Retention KPI’s
  • Runs internal and external workshops and knowledge sessions
Complexity

Workflows and issues faced are difficult, and may require an understanding of multiple issues, job areas or specialties. The analysisĀ provided is in-depth in nature and often provides recommendations on process improvement. Understanding of GSIā€™s practices and building plans to enable those.

Behaviors

  • Integrates the work of other pillars in the group (PS, Consulting) into our partners success planĀ  and leads discussions in these areas to some extent
  • Can Build success plans for consultancy firms and GSIā€™s
  • Supports 2 GSIā€™s creation of CoE
Autonomy

Works independently under limited supervision to determine and develop approach to solutions.

Behaviors

  • Decide on accounts distribution and risk accounts planning
  • Plan a support plan for partners and be able to set metrics for success and measure them
External relationships and impact

Works with our global partner’s ecosystem on an ongoing basis to improve engagements. Maintains ongoing relationships with existing partners and supports them during the delivery cycle.

Behaviors

  • Onboards 6-7 Enterprise partners customersĀ  together with the partner per H
  • Being the partner’s trusted advisor for all post-sale and CSM motionĀ 
Knowledge

Requires advanced knowledge of product, advanced workflows, integrations and optimization.

Behaviors

  • Worked with multiple partners (and tiers) to plan & build custom workflows (using also monday apps)
  • Brings valuable feedback to the product managers and puts on the table crucial items for partners success
  • Deep knowledge of all monday native product solutions
Typical experience

3-4 Years of experience, shadowed enterprise customers successfully end-to-end.

Behaviors

  • A proven track record of excellent retention KPI’s & closely working on strategic deals led by partners

Not avaliable

Professional Path
Internal impact and collaboration
Complexity
Autonomy
External relationships and impact
Knowledge
Typical experience

Partners Success Team Lead

Professional Path

The PS Lead will lead a PSM team or Pod, define the methodology of expansion strategies for our partners, plan an annual strategy, including KPI’s and Budget planning and monitoring. The PSL will manage and guide the PSMā€™s to achieve their goals.

Internal impact and collaboration

Highly connected with group directors, other monday groups directors (Sales, CSG, R&D), VP level, product alignment, & product management. Successfully mentors a team of individual PSMā€™s. Culture influencer, accountable for the culture in their domain and takes an active role in influencing other domains.

Behaviors

  • Improvement in Retention plans, churn rate and added ARR for strategic deals
  • Well Known across the company, builds strong relationships and closely works with the CSM group
  • Revises CSM company-wide methodologies based on previous experience
Complexity

Faces problems that span a wide range of difficulties and unique issues across functions and/or businesses. Managing multiple team members to master their technical capabilities & business understanding.

Behaviors

  • Shifting the discussions with partners from problems or routine implementations to packages and tailor made onboarding per partner type or tier
  • Monitoring CSAT & responding to trends with proper enablement of partners
Autonomy

Works independently to implement strategic goals and establish operational plans for All PCSM practices. Full ownership of all PCSM efforts within multiple territories & across multiple team members.

Behaviors

  • Manages and inspires a team of 2-4 other PS people
  • Builds a regional plan per PCSM
  • Implements new PCSM methodologies to improve CSAT
External relationships and impact

Interacts with internal and external customers and vendors at various levels, including executive leadership, on significant matters; Highly connected with channel partners, GSIā€™s, Tech partners and customers via strong interpersonal and professional added value. Builds a trusted relationship with directors & C-level.

Behaviors

  • Being looped in by CPā€™s or GSIā€™s COE for complex use cases & workflows
  • A close relationship with different individuals within CPā€™s andĀ  GSIā€™s. Conducts deep churn analysis
  • Maintains a strong relationship with customer decision-makers
Knowledge

Masters the CSG and workflows offering of the product as well as an offering which goes beyond the product itself. Masters the monday upcoming roadmap & deal commitment as well as solutions.Ā 

Behaviors

  • Ā Provides valuable feedback to product management & marketing. Successfully influences upcoming roadmap
Typical experience

4-5 years of experience, creating overall impact within a global company (monday or a different one).

Behaviors

  • Working closely with Product Management, Sales & CSG group
  • Building success methodologies & associated revenues