Senior Partner Consultant (Remote)
- TruStage
- United States
Job Description
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.
Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition
Job Summary:
This role plays a critical part in supporting and strengthening the distribution partner relationships across markets by enabling end‑to‑end execution across the partner value chain.
The position enables partner and team success through high‑quality data preparation, reporting, operational coordination, partner communications, and sales support.
The role works cross‑functionally to ensure partners and internal relationship teams are equipped with accurate information, clear materials, and consistent processes that support sales, retention, and growth. It also helps identify operational gaps, improve consistency across accounts, and translate partner and field feedback into practical improvements.
With a broad view across partners and processes, this role improves execution quality, elevates partner experience, and increases efficiency for our teams.
Key Job Responsibilities
Partner & Sales Support
Support designated distribution partners across markets by preparing and compiling program data, growth measures, and performance metrics.
Provide accurate reporting, dashboards, presentations, and data support for Relationship Managers and Sales teams.
Develop and maintain high‑quality, client‑facing materials that elevate partner and field conversations.
Support sales, retention, renewal, and growth activities through reliable preparation and execution support.
Partner Communications & Experience
Deliver clear, timely, and consistent partner communications in coordination with Relationship Managers and cross‑functional teams.
Ensure partner materials are accurate, professional, and aligned to enterprise standards.
Contribute to a strong, consistent partner experience through dependable follow‑through and communication across accounts.
Operational Execution & Consistency
Maintain organized, accurate, and high‑quality documentation across partners, programs, and initiatives.
Improve operational consistency across distribution partners by applying shared templates, tools, and processes.
Identify errors, inefficiencies, or gaps in partner materials and workflows and recommend practical improvements.
Support interim processes and operational workflows as needed to ensure continuity and execution quality.
Data Accuracy & Reporting
Maintain strong data hygiene and system accuracy to support reporting, insights, and partner performance tracking.
Reduce errors and rework by ensuring partner‑facing and internal materials are thoroughly reviewed and validated.
Enable faster preparation cycles and greater predictability through organized information management.
Cross‑Functional Collaboration
Partner with Sales, Marketing, Operations, Enablement, and Analytics teams to support coordinated execution across the partner lifecycle.
Translate partner and field feedback into actionable inputs that improve tools, materials, and processes over time.
Job Requirements:
Bachelor's degree in Marketing, Business Administration, Insurance or related field or an equivalent trade-off of related professional work experience.
5-7 years of experience
Demonstrated knowledge of insurance products and services, with in-depth understanding of the new market partners, business, industry, and market preferred.
Experience with designing and executing on new processes, artifacts, and templates.
Ability to quickly identify, making recommended fixes, build, and execute solutions with cross functional teams
Ability to manage multiple priorities, plan projects and maintain deadlines with strong organizational skills.
Ability to comprehend and follow complex processes, with aptitude for continuous adaptability and improvement.
Demonstrated effective communication, interpersonal, relationship building, problem-solving skills, and customer service skills.
Demonstrated strong skills for collaboration, teamwork, persuasion and influence where/when appropriate.
Ability and willingness to travel 10-15% of the time
#LI-EG
#LI-Remote
If you’re ready to help make a difference, apply today. A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process.
Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.
Base Salary Range:
$83,100.00 - $124,700.00
At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.
Accommodation request
TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.
Apply Now
We’re on a mission to make a brighter financial future accessible to everyone. Dedicated to helping more people — in more ways — make confident financial decisions at every stage. And we’re committed to delivering on this belief, together. Creating opportunities beside our partners, members of our communities and our employees.
