Partner Success Specialist

Partner Success Specialist

Austin, Texas, New York City, New York

We're looking for a technical, hands-on operator to be Gyde's next Partner Success Specialist and own the implementation of the Gyde platform (GydeOS) inside every newly acquired agency. GydeOS is a powerful tool, but requires real configuration with every roll out: mapping a new agency's book of business, wiring up their CRM, standing up commission and contracting logic, and tuning our AI agent, Gia, to that agency's specific book, carriers, and workflows.

You're the person who makes that happen, fast.

This is a deploy-and-drive role: you're embedded with the agency, running point on the technical stand-up, and you're resourceful enough to solve most of what comes up yourself, including querying data directly, scripting a one-off transformation, standing up a quick dashboard, or even developing email automations to support downline broker adherence.

You'll help build a tight, repeatable playbook, but need to be able to operate in an unstructured environment today. Your goal is speed-to-value and standardization across agencies, which ultimately matter more than bespoke solutioning. You'll spot patterns in the field and feed them back to Engineering so the playbook gets sharper. This is a quintessential "building the plane while flying it" role.

Systems Integration & Configuration

• Own end-to-end GydeOS stand-up for each newly acquired agency, from kickoff to go-live
• Integrate GydeOS with the agency's CRM; you'll help build a defined connector set for future agencies and execute our conversion playbook to migrate them onto a supported stack
• Drive book-of-business (BoB) and broker RTS (ready-to-sell) upload—validating, cleaning, and troubleshooting data before it lands in the platform
• Configure the commissions and contracting modules: commission and override mapping, carrier/upline hierarchy, agency-specific incentive structures
• Work with Engineering to configure Gia to the specific agency and help build a playbook with line-of-business entitlements, agency branding, and eligibility rules that determine how the agent behaves for future partners
• Build lightweight BI views and reporting (dashboards, reconciliation checks, adoption tracking) so agency owners and Gyde leadership can see integration health in real time
• Identify and resolve integration blockers quickly, escalating to the Partner Growth and Engineering teams when appropriate

Training & Enablement

• Train the full downline of agents at each agency on GydeOS—BoB uploads, commissions, contracting, and day-to-day usage
• Help build and maintain scalable enablement collateral (walkthroughs, SOPs) across the Partner Success team so agencies can self-serve on the basics
• Support rollout of new GydeOS/Gia features to existing agencies as they ship and drive user adoption post-go-live through hands-on reinforcement so the features stick

Ongoing Support

• Own inbound support requests from agency owners and brokers post-go-live—triage, troubleshoot, resolve
• Use AI coding tools to move fast on data debugging, one-off scripts, and config troubleshooting without pulling in Engineering for routine issues
• Escalate genuine product bugs or platform gaps to Engineering—not workflow or configuration questions you can resolve yourself
• Feed recurring issues and patterns back into the playbook and Product roadmap

Cross-Functional Coordination

• Work alongside the Partner Growth Director to ensure tight coordination with the strategic growth plan while independently driving your own technical work streams at pace
• Partner with agency leadership and staff to meet desired implementation timelines
• Provide tight feedback loops to the Product, Engineering, and Data organizations