Partner Advocacy Manager


Compeat, Inc. is looking to grow our partnership department by adding a Partner Advocacy Manager (PAM) to focus on our Bookkeeping and Accounting relationships. The PAM is viewed as the primary partner single point of contact for all assigned accounts, representing the organization to our partners, and the partners to our organization.  These individuals are responsible for identifying where the needs of both groups intersect and working to maximize the relationship for both sides, for the ultimate benefit and success of the company and our partners and our partners’ partners.   


  • Own all partner communication (outside of partner support and in product messaging) on behalf of Compeat  
  • Maintain tracker of all account initiatives/open items, including projects, feature requests and lead regular status meetings with partner to manage and prioritize, set expectations for completion  
  • Initiate, lead and manage preparation for partner on-sites, including setting agendas, coordinating internal alignment meetings and leading executive briefings  
  • Create and maintain partner summaries, including creation of account strategy and present to executives on a quarterly basis. 
  • Identify risk; create, maintain and manage risk mitigation strategies and clearly communicate needs from business to fulfill mitigation plan. Participate in internal discussions with executive team regarding account health  
  • Establish and maintain relationships with all key partner contacts, including executives; ensure Compeat executive sponsorship where needed 
  • Maintain established standard for attrition for all assigned accounts as set by the Director of Partnerships
  • Maintain thorough knowledge of partner's business, monitor and communicate meaningful changes such as a change in executives, decision-makers or champions, or changes to the partner's business (ex. Acquisitions, business expansion, closures, etc.) 
  • Proactively review partner performance for all assigned accounts to identify and pursue areas of opportunity to optimize or grow the business 
  • Keep partners informed of Compeat Roadmap, release of new products and features, and advise on how they are relevant to specific partner based on thorough understanding of the partner's business; educate and advise to encourage maximum usage  
  • Work cross-functionally with Finance, Support, Services, Sales and Products to: 
    • Work with internal cross functional teams on any issues that may help Partner drive sell through to end user restaurant client
    • Work with Support to ensure seamless communication on escalated partner issues
    • Notify the Product team of product features and changes requested that are priorities for partners and retention  
    • Ensure any partner customer churn is picked up by Sales Team
    • Solicit product demo support for any new product growth opportunities from Sales Team 


  • Revenue retention focused
  • Committed to excellent partner service 
  • Highly detail-oriented  
  • Curious and demonstrates thought-leadership  
  • A master of communication - executive, written, verbal, presentation 
  • Intuitive, self-directed and takes action 
  • Adaptable to changing environments and processes  
  • Strong organizational skills and the ability to communicate with senior-level executives  
  • Strategic partner management acumen, consultative in management approach 
  • The ability to work with, and bridge, technical and business people, and are a creative problem-solver 
  • The desire to maintain deep product knowledge  
  •  3-6+ years of overall work experience; with a minimum of 3 years working with software solutions and experience in Customer Advocacy at a SaaS company
  • Experience or knowledge with restaurant software or accounting operations a plus


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