Partner Success Specialist

About Bolt

At Bolt, we’re redefining how people protect the things they value. As the world’s leading embedded protection platform, we connect businesses, consumers, and insurers through technology that makes buying and selling insurance seamless, intuitive, and valuable. Our mission is to build a technology-enabled ecosystem for insurance and protection – integrating solutions where customers need them most.

In this position, you will…

As a Partner Onboarding Specialist, you will help bring new insurance partners onto Bolt’s SaaS platform by coordinating delivery across cross-functional teams and supporting client implementations from kickoff through launch. You’ll manage day-to-day onboarding activities, maintain momentum across multiple concurrent clients, and ensure a smooth, responsive experience. This role requires attention to detail, a customer-first mindset, and the ability to adapt quickly and communicate clearly across stakeholders.

Key Responsibilities for this role…Client Program Execution

• Manage onboarding workflows for multiple clients and projects simultaneously
• Coordinate cross-functional tasks across product, engineering, and support teams
• Track milestones, flag risks, and keep delivery moving with a strong sense of urgency
• Maintain onboarding documentation, deliverables, and meeting notes

Stakeholder Engagement

• Act as a primary point of contact for onboarding activities
• Adapt communication style and cadence to fit each client’s unique needs
• Provide timely updates and ensure clients feel heard and supported
• Build strong working relationships with internal teams and external stakeholders

Continuous Improvement & Operational Support

• Collaborate to improve onboarding processes, templates, and tools
• Contribute to tracking KPIs and identifying areas for speed and efficiency
• Escalate blockers early and constructively to maintain program momentum

For you to be successful…

…we expect you to be able to demonstrate the following key competencies:

Collaborative

• Partners across teams with empathy and professionalism
• Builds trust and alignment to deliver shared outcomes
• Resolves issues constructively with a solutions-oriented mindset

Adaptable

• Juggles multiple clients and competing priorities with composure
• Adjusts approach based on context, personalities, and changing requirements
• Understands the bigger-picture rationale behind decisions and remains nimble in fast-paced environments

Customer-Focused

• Brings a customer-centric mindset to every interaction
• Anticipates client needs and responds with urgency and care
• Uses feedback and data to improve delivery and drive value

Curious

• Seeks to understand client goals, industry dynamics, and platform capabilities
• Asks thoughtful questions and brings curiosity to problem-solving
• Embraces feedback and strives for continuous improvement

Accountable

• Takes ownership of tasks, follow-through, and outcomes
• Holds a high bar for detail, responsiveness, and professionalism
• Communicates proactively and raises issues early to avoid roadblocks

You will require the following qualifications and skills…Qualifications / Experience:

• 2–4 years of experience in project coordination, client delivery, or onboarding – ideally in SaaS, consulting, or insurance
• Proven ability to manage multiple clients or projects concurrently in a fast-paced environment
• Familiarity with Agile, SDLC, or hybrid delivery methodologies
• Experience working with distributed, cross-functional teams
• Strong client-facing experience with a track record of managing external stakeholders
• Financial acumen with the ability to manage project budgets and deliverables in alignment with client contracts and scope
• Preferred: Background in Big 4 consulting or project management within a B2B SaaS company, particularly in contract-driven engagements

Skills:

• Excellent written and verbal communication
• Highly organized with the ability to prioritize and multitask
• Detail-oriented, with a strong sense of ownership
• Proficiency in tools such as Monday.com, Jira, Confluence, or Smartsheet
• High emotional intelligence, flexibility, and professional judgment

Bonus Experience:

• PMP or CSM certification
• Experience in B2B SaaS, consulting, or insurtech
• Understanding of APIs, policy administration systems, or insurance workflows

What you will get:

• Multiple medical plans to fit you and your family’s needs
• Dental and vision coverage
• Unlimited Flexible PTO
• 401(k) with company match
• Paid family leave for all parents
• Career development and mentorship opportunities

Diversity and Inclusion

At Bolt, we believe everyone belongs. We value diverse backgrounds, perspectives, and experiences—and provide a flexible, inclusive work environment so each person can contribute their best. We’re proud to be an equal opportunity employer.