Partner Success Manager (SaaS & Insurance)

CHARLOTTE LEINEMANN

PROFESSIONAL SUMMARY

Revenue-driven Partner Success Manager with 7+ years of B2B client-facing experience across SaaS and financial services. Built and scaled a portfolio of 400+ tax advisory partners across DACH, actively managing 150 high-touch accounts and onboarding 70+ new partners annually. Drove 80-100 partner referrals per year through strategic relationship management, co- marketing and product enablement. Delivered 30+ webinars annually and represented the company at 15+ industry events with stage presentations annually. Bilingual (English/German) with deep EMEA market expertise and a proven ability to align cross- functional teams - Sales, Marketing, Product and Support, to accelerate partner-sourced pipeline and revenue growth. WORK EXPERIENCE

Circula GmbH

Partner Success Manager

Built and scaled a B2B partner portfolio of 400+ tax advisory firms across DACH Actively managing 150 high-touch accounts and onboarding 70+ new partners annually, contributing to partner- sourced pipeline growth and revenue influence

Generated 80–100 partner referrals per year through consistent relationship nurturing, structured enablement, and proactive account management across a regular referral pipeline Drove partner engagement and product adoption by delivering 30+ webinars and 15+ industry stage presentations annually, scaling partner activation across the DACH tax advisory ecosystem Executed full-lifecycle partner upsell motions: from product demos and onboarding to activation meetings to introducing new products and license expansions to grow account value Served as primary partner point of contact, coordinating cross-functionally with Sales, Marketing, Product and Support to resolve partner needs, align GTM initiatives, and deliver seamless partner experiences Maintained low partner churn by identifying engagement risks early and implementing tailored success plans, preserving long-term commercial impact across the active portfolio. SVG Assekuranz Berlin & Brandenburg GmbH

Client Success & Operations Manager - Car Insurance Managed a high-volume portfolio of client cases end-to-end, ensuring timely resolution, regulatory compliance, and consistently high service quality across diverse customer segments Collaborated cross-functionally with legal, sales, and service teams to resolve complex customer issues, streamline workflows, and continuously improve client experience Maintained long-term customer relationships across SMB and enterprise segments, proactively identifying churn risks and contributing to service continuity and process improvement initiatives. Developed operational knowledge of insurance and financial services products, laying the foundation for structured client lifecycle management in SaaS environments

EDUCATION

BWV Berlin-Brandenburg

Bachelor Professional in Insurance & Financial Services (EQF Level 6 – comparable to a U.S. Bachelor’s-level qualification)

R+V Insurance, Hamburg

Apprenticeship in Insurance & Finance

Rouanet-Gymnasium, Beeskow

German Abitur

Eisvogel Media UG (part-time)

Customer Care Manager

Partner Success Manager B2B SaaS DACH & EMEA Partnerships

646-***-**** ******************@*****.*** New York, NY LinkedIn Profile Authorized to work in the U.S. - No sponsorship required Apr 2024 - now

Berlin, Germany (remote)

Jan 2019 - Mar 2024

Berlin, Germany

Aug 2020 - Oct 2022

Berlin, Germany

Managed inbound customer communications and resolved escalations, ensuring high satisfaction and retention for a media services client base

Supported CRM hygiene and client data management, contributing to streamlined workflows and improved response times CORE COMPETENCIES TOOLS LANGUAGES

• Partner Success • Relationship Management • B2B SaaS Partnerships • Channel & Ecosystem Partnerships • Partner Enablement & Onboarding • Revenue Growth & Pipeline Influence • Account Expansion & Upsell • Churn Reduction & Retention

• Co-Marketing & Joint GTM • QBRs & Executive Stakeholder Management • Webinars & Stage Presentations • Cross-Functional Collaboration

CRM & Tools: Hubspot • Google Workspace • MS Office Suite • Zoom • Slack • Asana • Notion Languages: German (native) • English (Fluent - professional working proficiency) 2020-2022

2016-2019

2004-2016

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