23 partner success manager jobs found in Bethlehem

As a Senior Operations Manager, you will report directly to the Head of CXA Operations and Enablement and help Consumer Experience & Advocacy (CXA) COE modernize their operating and engagement model in practical, scalable ways. This role is designed for a strong generalist who can understand team needs, turn messy problems into clear use cases, and build repeatable tools, prompts, agents, and workflows that help teams work faster and make better decisions. CXA teams generate important signals, reports, plans, and customer experience inputs across many workstreams. This role helps the organization move beyond one-off reporting and manual work by creating AI-enabled ways to synthesize information, personalize outputs, support self-service, and make insights easier to access and act on. In practice, you will help design and build AI agents, prompts, and lightweight operating tools that support activities such as insight generation, reporting, personalization, summarization,...

The Relationship Manager (RM) serves as a strategic partner and primary point of contact for a select group of high-value financial advisors. This role delivers proactive, high-touch support, owns complex service and operational inquiries end-to-end, and ensures a seamless advisor experience. You will Build and maintain strong advisor relationships through proactive outreach Own escalations from initiation to resolution Coordinate cross-functional stakeholders (Operations, Compliance, Technology, etc.) Provide expertise on broker-dealer and advisory operations Identify trends and suggest process improvements Deliver clear, structured communication and follow-through Required Qualifications 3+ years of client service or relationship management experience NetX 360 or similar platform experience Financial services or broker-dealer experience Strong ownership and accountability Ability to manage complex issues and ambiguity Highly...

Do you want to be part of a collaborative leadership team?  Do you think big and grow, accelerate impact, and lead change?  Is a culture where “People Count,” “We Do the Right Thing,” and “We Hold Ourselves to Very High Standards” important to you?  Do you have a consumer-centric mindset? If so, then you may be a great fit for this Case Manager position with the Annuity New Business team. As an Operations Case Manager on the Annuity New Business team, you’ll show genuine care for our field partner and consumers through the work that we do. You’re highly motivated and empowered to take ownership and accountability for each interaction by proactively seeking to understand the individuals behind the work. You’ll keep our field partners and consumers informed during every step of their request and actively engaging with them to create meaningful and unexpected experiences. CARE expresses the emotion we want to generate, and it’s also an acronym for Communicate, Advocate, Respond,...

Please note: This is a hybrid position, which requires three days per week attendance in one of our primary office locations (Bethlehem, PA, Holmdel, NJ, or New York, NY) with the additional two days designated as remote work days. The Process Improvement Analyst III is responsible for leveraging underwriting process knowledge to create, update, and maintain written policies and procedures that align with the vision and strategies of the department and Group Profit Center. They partner with appropriate business areas to collect and analyze data and provide recommendations that improve workflows and drive efficiency. They also support the development, maintenance, execution, and oversight of underwriting protocols that monitor compliance with state and federal regulatory requirements and align with Guardian’s Corporate Policies. They serve as a liaison between Underwriting and Compliance on individual cases to ensure underwriting guidelines satisfy regulatory requirements....

As a Senior Product Owner, Wealth Management, you will be responsible for defining, prioritizing, and driving product capabilities that support the Wealth Management business and enable a more intuitive, efficient, and valuable experience. This role serves as a critical connection point between business strategy, field/advisor needs, operational processes, technology delivery, data capabilities, and third-party platform partners. This role requires strong product ownership discipline, deep collaboration skills, and the ability to balance competing stakeholder needs while helping drive alignment, priorities, decisions, and execution. You will Translate product vision and business strategy into a prioritized backlog, clear requirements, user stories, acceptance criteria, and delivery priorities aligned to business, customer, and enterprise goals. Partner with Product Managers, Technology Leads, business stakeholders, operations, data, compliance, and third-party...

Head of Enterprise Monitoring and Observability Reports To Head of Technology Operations Department Enterprise Technology Position Summary The Head of Enterprise Monitoring and Observability is responsible for defining and executing the enterprise observability strategy, operating model, and platform roadmap that enable proactive, predictive, and resilient technology operations. This leader owns the enterprise capabilities for monitoring, telemetry, event intelligence, operational analytics, and observability engineering, ensuring technology services are observable, measurable, actionable, and continuously improving. The role serves as the operational intelligence leader across Enterprise Technology, providing the platforms, standards, insights, and governance required to improve service reliability, accelerate issue detection and resolution, and support modern operational practices. This leader partners closely with infrastructure, cloud, middleware,...

What   It is   Like to Work for Guardian   As   a   Contact Center   Team Leader supporting our Financial Protection & Retirement Solutions (FPRS) group, you will be at the heart of our Contact   Center’s   d ay   to day operations .    You will have the opportunity to lead, manage, coach, develop, and motivate an award-winning team of frontline colleagues to meet our commitments to customers while   living   our Guardian Values. You will   demonstrate   leadership competencies and behaviors needed to influence change and accelerate impact through a consumer centric, growth mindset .       The role of a Contact Center Team Leader is   instrumental   in exceeding customer service expectations, and achieving individual, team, and organizational performance goals .    Your contributions will be critical in driving colleagues to reach the highest level of service excellence,   colleague   engagement, continuous...

The Dental Standards Leader will be responsible for transforming our dental standards team by developing, designing and reimagining processes that support our distribution, claims, implementation and underwriting teams. This leader will drive strategy to improve workflows and enhance operational efficiency and service delivery. You Will Lead a team of dental standards analysts. Be viewed as a subject matter expert and thought leader on plan level recommendations to distribution partners and underwriting based on industry knowledge, market trends and the optimization of internal Guardian systems to ensure best in class dental plan experience for our plan holders. Lead and manage cross-functional projects and initiatives related to dental product development, plan design, regulatory implementation, underwriting support and operational improvement Develop and oversee project plans, timelines, and deliverables while ensuring alignment across stakeholders (Sales,...

Do you thrive in a role where you take ownership, build strong relationships, and solve complex challenges to deliver a high-quality client experience? Guardian is seeking a Regional Account Manager to support Executive Benefits supplemental disability and life products. In this role, you will independently manage a book of accounts and serve as a key relationship partner for clients, brokers, and internal teams throughout the lifecycle of each case. This position requires strong organization, proactive problem-solving, and the ability to deliver effective enrollment and service solutions that support both customers and business partners. You are: A curious, resourceful self-starter who enjoys solving problems and working across teams A strong communicator who builds trust with clients, brokers, and internal partners Able to take ambiguity and turn it into clear, actionable plans Motivated to improve processes and enhance the client and partner experience You...

As a lead individual contributor part of the Controls Assurance team (within the corporate Internal Audit function), the Lead Specialist, General Audit, will support the Manager of the Control Assurance team with the assessment and execution of internal controls over financial reporting. The company complies with the NAIC Model Audit Rule (MAR), similar to the Sarbanes-Oxley Act (SOX). This entails internal controls testing and documentation, assessing the impact of control deficiencies, building relationships, and providing guidance to process and controls owners across business and functional areas, and facilitating the needed certifications/signoffs from management. In addition, you will be performing direct assistance controls testing in support of the Company’s external audit. This is a highly visible role collaborating with various levels of management and staff personnel throughout the enterprise as well as with the external audit firm. You are A collaborative,...

Product Manager, State Paid Leave Overview: The Product Manager of State Paid Leave plays a key role in defining, implementing, maintaining, and improving our State Paid Leave solutions, coordinating go-to-market activities, and playing a key role in maintaining compliance of the State Paid Leave offerings in a rapidly evolving landscape.  The Product Manager, State Paid Leave will support the various aspects of the State Paid Leave offering including but not limited to new State Program development, the overall management of the existing State Paid Leave portfolio, annual updates and planholder and member experience aligning with the overall build out of our State Paid Leave Strategy and Roadmap, ensuring the solutions are aligned to the product and company goals. The Product Manager, State Paid Leave is passionate about helping and enabling support and solutions and understands how to bring these solutions to life in the key moments that matter to the consumer...

Guardian’s Annuity In-Force Operations CARE team is seeking a highly motivated individual who is pursuing an opportunity to develop and grow their experience as an Annuity Operations Specialist . We are looking for an avid learner who possesses strong analytical and communication skills to support our annuity growth. This role is responsible for delivering accurate, timely, and compliant processing to support end-to-end in-force annuity transactions. As well as providing a high-touch service experience to our customers. As an Operations Specialist, you are empowered to take full ownership of each request from intake through resolution. You ensure stakeholders are informed at every stage, resolve complex issues independently, and escalate when appropriate to meet service and regulatory expectations. This role embraces the CARE mindset — Communicate, Advocate, Respond, and Empower — demonstrating authentic care for contract holders, field partners, and internal teams while...

Do you want to be part of a collaborative leadership team? Do you think big and grow, accelerate impact, and lead change? Is a culture where “People Count,” “We Do the Right Thing,” and “We Hold Ourselves to Very High Standards” important to you? Are you skilled in a consumer-centric mindset? If so, then you may be a great fit for this Team Leader position accountable for one of our CARE Teams in Individual Markets (IM) Inforce Operations. As a CARE Team Leader, you will ensure the team delivers our promise to show genuine care to our consumers through the work that we do. Your team is highly motivated and empowered to take ownership and accountability for each consumer interaction by proactively seeking to understand the individuals behind the work, keep consumers informed during every step of their request, demonstrate genuine care, and actively engage with consumer to create meaningful and unexpected experiences. CARE expresses the emotion we want to generate, and it is also...

As the Quality & Training Specialist, Claims , you will play a critical leadership role in strengthening the foundation of quality and capability building across Individual Life (IL) Claims, including Life, Annuity, and Life Waiver of Premium Claims areas. This role is responsible for driving a consistent, scalable, and forward-looking quality framework while building the next generation of claims talent through structured onboarding and training. We will Help build the core capabilities needed to be successful in this role by providing access to leadership, tools, and cross-functional partnerships that support continuous improvement, innovation, and professional development. This role offers the opportunity to shape the future of quality and training across Individual Life Claims. You will Own and lead the quality review function across Life, Annuity, and Life Waiver of Premium claims Assess and enhance the existing quality framework to drive consistency,...

In the Business Intelligence Lead role, the individual will lead and develop data & BI solutions for Group Insurance. This involves working with business leaders on project requirements, solution design, and end-to-end development to drive actionable insights and data-driven decision making. This includes technical data analysis and development in the data lake and source systems, as well as development of highly interactive dashboards and visualizations, and related ad hoc reporting needs. They will also oversee and guide BI & data resources across the delivery lifecycle to ensure consistency and end-to-end quality. Further responsibilities include: Design and develop scalable reports and dashboards built on standard data structures, delivering actionable insights and enabling data-driven decision making across the business Partner closely with stakeholders across Technology, Enterprise Data, Enterprise Analytics, and business teams to understand needs, prioritize...

               The Operational Risk Program Lead is a key contributor to how the organization understands, manages, and communicates operational risk. This role supports multiple risk disciplines and evolving risk domains including operational, third-party, technology, cyber, model, data, and AI risk by helping translate complex risk information into reliable insights that leaders can use to make informed decisions. Rather than owning individual risk outcomes, the analyst enables strong risk practice across the enterprise by strengthening the quality of risk information and helping ensure insights are timely, consistent, and decision ready. The role balances disciplined execution with professional judgement and offers exposure across the organization. You will Coordinate Risk Process Execution Coordinate key processes facilitated in ServiceNow Integrated Risk Management (IRM) (e.g., risk and control self-assessments (RCSAs) and issue and event management),...

Is the opportunity to join a culture where “We Do the Right Thing,” and “We Courageously Shape Our Future Together” important to you? If so, Guardian is seeking a resolute motivated individual to join our team as an Accountant. This role will perform Individual Markets Product Finance NRO daily functions to achieve the department’s objectives. In this role, you are responsible for the integrity of financial data recording, reporting, and controlling accounting information relating to the Individual Markets Business and impact several companies within the parent company Guardian: Guardian, Guardian Insurance and Annuity Corporation (GIAC), Guardian Life Insurance Company (GLIC), Berkshire Life Insurance Company (BLIC) and all 18 Separate Accounts.  You will Prepare daily cash disbursement reconciliation for checks related to the Individual Markets Business. This includes verifying and controlling the Administration System checks created prior to distribution. Prepare...

The Cash Management & Control Case Manager, Annuity New Business is responsible for supporting the accurate and timely processing of premium payments for annuity contracts, ensuring proper cash handling, reconciliation, and compliance with all regulatory and operational requirements. This role plays a critical part in safeguarding funds, minimizing financial risk, and maintaining the integrity of new business operations. The Case Manager monitors cash application trends, suspense activities, and processing discrepancies to identify opportunities for improved controls, efficiency, and accuracy. Through analysis of payment workflows and exception handling, this role helps drive process enhancements that reduce errors, improve turnaround times, and enhance the overall customer and advisor experience. Through a combination of cash oversight, process governance, and cross-functional collaboration, the Case Manager helps drive operational excellence, strengthen financial controls,...

As a Tech Lead, you’ll serve as the hands-on technical leader for a team within Guardian’s Digital & Technology organization. You’ll guide engineers in building secure, scalable, and high-performing solutions, while ensuring engineering practices align to Guardian’s architectural and delivery standards. Working closely with the Product D&T Leader and Product Owner, you’ll translate business outcomes into technical execution and foster a culture of engineering excellence You Are A self-starter, continuous learner and hands-on technical engineer who can translate vision from the Platform / Product D&T leader into development by partnering across the engineers, product managers, business partners and executive stakeholders.   You Will Lead and mentor a team of software engineers, fostering a collaborative and high-performing environment. Architect, design, and develop robust, scalable, and secure software applications using modern engineering practices....

The Field Service Management Team Leader is responsible for leading a high-performing team of Associate Account Service Managers (AASMs) or Account Service Managers (ASMs) to deliver a service experience that is high quality, proactive, and low effort for Guardian’s clients.  This role goes beyond operational leadership by elevating how the team thinks, solves problems, and partners with clients—driving insight-led service delivery, continuous improvement, and strong execution against service commitments. The Team Leader enables this by coaching, developing, and empowering team members while leveraging data, feedback, and emerging tools to enhance outcomes.  Leads and Develops a High-Performing Team   Create a high-performing team through targeted coaching, feedback, and development planning  Set clear expectations and build critical thinking, accountability, and ownership across team members  Develop AASMs to operate with increased autonomy and confidence in...