This page contains the different roles within the 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!).
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.
Works closely with Channel Partners Managers, members of other Client Facing Guild teams (Consulting and CSG) and product.
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.
Works independently with general supervision on larger, moderately complex projects/assignments.
Well connected with partners. Improves the CSAT, retention & churn figures for specific partners after working with them.
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.
1+ years of experience as a Customer Success Manager or an equivalent client-facing role in a global company (SAAS product).
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.
Contributes to defining the direction for new processes, standards or operational plans based on the business strategy with a significant impact on the work group’s results. Owns all Success knowledge within the partner’s team and is the main POC.
Workflows and issues faced are difficult, and may require an understanding of multiple issues, job areas or specialties. The analysis provided is in-depth in nature and often provides recommendations on process improvement. Understanding of GSI’s practices and building plans to enable those.
Works independently under limited supervision to determine and develop approach to solutions.
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.
Requires advanced knowledge of product, advanced workflows, integrations and optimization.
3-4 Years of experience, shadowed enterprise customers successfully end-to-end.
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 PSM’s to achieve their goals.
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 PSM’s. Culture influencer, accountable for the culture in their domain and takes an active role in influencing other domains.
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.
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.
Interacts with internal and external customers and vendors at various levels, including executive leadership, on significant matters; Highly connected with channel partners, GSI’s, Tech partners and customers via strong interpersonal and professional added value. Builds a trusted relationship with directors & C-level.
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.
4-5 years of experience, creating overall impact within a global company (monday or a different one).