doola
FinTech
PartnershipsAccountManager
Neural analysis suggests this role is
optimal for Mid candidates.
“Partnerships Account Manager at doola. Skills: Customer Success, Account Management, Partnerships. Drive partners to first live formation. Maintain documented health score”
What You'll Achieve.
First live formation within 14-30 days; Formation volume documented; Partner churn without save attempt
Industry & Context.
Resolve escalations
What They're Looking For.
Must Have
3 to 6+ years B2B SaaS account management, 3 to 6+ years customer success, 3 to 6+ years partnerships, Managed 20+ B2B partners, Owned partner onboarding playbook, Contributed to partner onboarding playbook, Cross-functionally with product, Cross-functionally with engineering, Comfortable reading API docs, Understand webhook flows, Communicate integration requirements, Negotiated contract renewals, Negotiated term adjustments, HubSpot CRM, Bachelor's degree or equivalent experience
Nice to Have
SaaS startup experience, FinTech experience, LegalTech experience, Compliance experience, Built partner health scorecard, Familiarity with technical terminology
What You'll Do.
Drive partners to first live formation
Maintain documented health score
Run structured quarterly business reviews
Manage at-risk designation process
Track formation revenue
Identify API expansion opportunities
Track partner-sourced downstream revenue
Serve as voice-of-partner
Log custom partner requests
Assess revenue potential
Ensure no partner churns
Document save attempts
Enforce annual contracts
How You'll Work.
Team & Collaboration
Cross-functionally with product; Cross-functionally with engineering; Cross-functionally with sales
Communication Scope
Executive presentations
Full Job Description
## Description About doola doola is a dynamic company committed to simplifying the complexities of business formation, payment setup, compliance, taxes, and more. We empower entrepreneurs and businesses of all sizes to navigate the intricate landscape of financial and regulatory requirements with ease, allowing them to focus on what truly matters - building and growing their ventures. About the Role We are looking for a strong, empathetic, and results-driven Customer Care Team Lead to manage a team of Customer Care Agents and Account Managers. In this role, you will play a key part in developing talent, ensuring high-quality support, resolving escalations, and driving the team toward operational excellence. The ideal candidate has experience coaching and mentoring frontline teams, managing escalations with grace, and executing under pressure while juggling multiple priorities. ## Key responsibilities Drive partners from contract signature to first live formation within 14 to 30 days Maintain a documented health score (formation volume) for every active partner Run structured quarterly business reviews (QBRs) and proactive touchpoints Manage the at-risk designation process and own escalation paths Treat formation revenue as the floor, not the ceiling; surface API expansion opportunities (annual reports, ITIN, tax downstream attach) Track partner-sourced downstream revenue as a core success metric Serve as the voice-of-partner into product, operations, and sales Log all custom partner requests with a repeatability assessment and revenue potential before any engineering triage Ensure no partner churns without a documented save attempt Enforce annual contracts per policy and own the renewal cycle ## Skills and qualifications 3 to 6+ years in B2B SaaS account management, customer success, or partnerships Managed a book of 20+ B2B partners or accounts simultaneously (no affiliate or referral programs) Owned or contributed to a partner onboarding playbook Worked cross-fu
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