Partner Success Specialist

About the role

Fortis is building modern payment technology and solutions that help businesses turn payments into a growth lever. The company’s platform is designed to make payments feel seamless while strengthening the capabilities of merchants and software partners. The team is made up of builders and problem-solvers focused on delivering smooth commerce experiences across the fast-growing FinTech payments landscape.

Role summary

The Partner Success Associate supports and expands a portfolio of software and channel partners by keeping them enabled, responsive, and effective on the Fortis platform. This position blends relationship management, onboarding support, and executional coordination to help partners deliver strong payment experiences for their customers.

What you will do

• Act as the main contact for an assigned group of partners, handling routine questions and coordinating with internal teams when needed.
• Assist with partner onboarding by collecting requirements, aligning internal stakeholders, monitoring implementation milestones, and helping ensure a successful launch on the platform.
• Run periodic check-ins and online training sessions to increase partner adoption of Fortis products, tools, and recommended practices.
• Support partners in using Fortis sales, marketing, and training resources to strengthen joint growth and improve payment journeys for end merchants.
• Review partner health and performance through reports and dashboards, identify concerns and opportunities, and help prepare business reviews for Partner Development and Success leadership.
• Work alongside Sales/Business Development, Implementations, Support, Product, Marketing, and Risk teams to solve partner issues and clear operational roadblocks.
• Maintain documentation for partner setups, workflows, and playbooks so partner success activities can be repeated and scaled efficiently.
• Collect partner feedback and recurring patterns, then share them with Product, Operations, and leadership to improve the partner experience.
• Help manage escalations by gathering background details, coordinating investigations, and keeping the partner updated in a timely manner.

What we are looking for

• A bachelor’s degree in Business, Communications, Marketing, or a related area, or equivalent hands-on experience.
• 1–3 years of experience in partner success, account management, customer success, operations, or another client-facing role, ideally within payments, SaaS, or fintech.
• Strong planning and prioritization skills, with the ability to handle multiple partners, tasks, and deadlines in a fast-moving environment.
• Clear written and spoken communication skills, including confidence leading partner calls, trainings, and status updates.
• Demonstrated ability to build productive relationships with external partners and internal cross-functional teams.
• Careful attention to detail, strong follow-through, and a strong ownership mindset focused on outcomes.
• Comfort working with data and reporting tools to spot trends, measure performance, and support recommendations.
• Interest in payments, embedded finance, and software-driven growth, along with an ambition to grow into a more strategic partner-facing position.

Working style

• Highly focused on customers and partners, with a mindset centered on making it easier to work with Fortis.
• Proactive and solutions-oriented, able to anticipate issues, communicate early, and keep driving toward resolution.
• Collaborative team member who works effectively with Sales, Product, Operations, and Support to create a consistent partner experience.
• Adaptable and comfortable navigating change as Fortis grows its partner programs and embedded payments capabilities.

Eligibility

Candidates with a bachelor’s degree or equivalent practical experience and 1–3 years of relevant experience in a partner-facing or client-facing role are suitable for this position.

Additional information

This position is focused on supporting software and channel partners in the United States and is based onsite. No salary, perks, or opening count were provided in the source.