Title: Partner Success Manager (Technical)

Reports to: Director, Partner Success

Department: US Operations

Location: St. Petersburg, FL

Introducing iSOCRATES

iSOCRATES advises on, builds, manages, and owns mission-critical Marketing, Advertising, and Data platforms, technologies, and processes as the Global Leader in MADTech Resource Planning and Execution serving publishers, marketers, agencies, and enablers.

iSOCRATES has two lines of business: Products (MADTechBI) and Services (Consulting: Strategy and Operations; Managed Services).

iSOCRATES is staffed 24/7/365 with its own proven specialists who save partners money and time and achieve transparent, accountable performance while delivering extraordinary value. Savings stem from a low-cost, focused global delivery model at scale that benefits from continuous re-investment in technology and specialized training.

The company is headquartered with its expert Partner Success team based in St. Petersburg, Florida, U.S.A., and has its own global delivery center in Mysuru, Karnataka, India.

Job Description

The Partner Success Manager (Technical) position is a key of the iSOCRATES’ Partner Success Team that is accountable for managing the Company’s client-partner relationships across Consulting, Managed Services, and MADTechBI (our proprietary unified data and business intelligence platform).

The PSM(T) is the main point of contact facilitating product and data solution delivery, technical implementation efforts, MADTechBI training and support, project management, and issue resolution efforts. In this role, you will develop, retain, and grow relationships with assigned business partners, building trust with key Partner executives and stakeholders.

He/She will also be responsible for collaborating with the Business Development team on the pre-sales process, including proposal and SOW development. The PSM(T) will lead the onboarding process for new clients, facilitating and coordinating all aspects of implementation, delivery, reporting, and analytics with iSOCRATES’ Global Delivery Team based in Mysuru, Karnataka, India, and the US-based Team.

An ideal candidate will have technical expertise in a variety of third-party MADTech platforms with a strong background in data and analytics consulting, agile development methodology, requirements gathering, and project management.

Upon arrival, the Partner Success Manager (Technical) will be required to achieve expert-level knowledge of MADTechBI and earn identified Sisense software certifications.

As a Partner Success Manager (Technical), you will be the primary point of contact for iSOCRATES' clients, responsible for managing the delivery of technical solutions, providing exceptional customer service, and building and maintaining strong client relationships. To excel in this role, you must possess expertise in business analysis, project management, and client relationship management.

Responsibilities

Possess a strong understanding of the industry and a deep knowledge of the tools, systems, and platforms utilized by iSOCRATES' clients, including various digital advertising and media platforms, data analysis tools, and cloud technologies.
Identify resources to support new client workstream discussions based on business and technical requirements.
Document customer needs and translate them into business rules, requirements, and other business documents as required.
Demo MADTechBI in the pre-sales and cross-sales process.
Iterate on deck building for various sales and account initiatives.
Manage multiple projects simultaneously and work with offshore teams, ensuring timely delivery of projects while meeting client expectations.
Possess a thorough understanding of project management methodologies, including Agile, SCRUM, or Waterfall.
Work with the Project Manager and Solutions Architect to translate business needs into technical solutions.
Communicate progress updates and work streams from the delivery team effectively.
Possess an understanding of JIRA or other PM platforms.
Have a comprehensive knowledge of a PM methodology.
Version tracking on pre-sales SOW assisting in change management and documentation.
Build and maintain strong relationships with clients through excellent communication and interpersonal skills.
Act as the point person on an account for day-to-day engagement activity, escalating issues and needs to the Engagement Manager or Solutions Architect for technical or business requirements.
Present QBRs and project progress to the client.
Host UAT, set up client calls, schedule training, and coordinate with delivery.
Be a sales-motivated individual who can cross-sell, upsell, and strategize long-term growth plans for an account.
Work with finance and sales to collect billing information and update financial forecasting on a weekly basis.
Cover the US time zone for immediate technical questions and evaluations as well as address technical issues when India is not available.

Qualifications (Required)

Hands-on experience with data analytics, BI, cloud, marketing or advertising technologies
Technical exposure to a variety of third-party MarTech, AdTech, and DataTech platforms.
Strong background in data and analytics, agile development methodology, requirements gathering, and project management.
Excellent communication, interpersonal, and presentation skills.
Ability to manage multiple projects simultaneously and work with offshore teams.
Sales-driven with the ability to cross-sell, upsell, and strategize long-term growth plans for an account.
Bachelor’s degree in computer science, Information Technology, Business Administration, or a related field.

Qualifications (Preferred)

Keen understanding of agile methodologies and Jira
Experience working collaboratively with offshore teams.
Previous experience as a client-facing Technical Account Manager, Business Analyst, or Project Manager preferred with a background in consulting, marketing, or technology.
Growth mindset with a willingness to learn.

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Partner Success Manager(Technical)