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
Own the full post-sale lifecycle for doola's embedded API and white-label partners, from onboarding and activation through expansion and renewal, ensuring every signed partner drives real formation volume and becomes a compounding revenue asset.
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-functionally with product and engineering on API or integration requests
Comfortable reading API docs, understanding webhook flows, and communicating integration requirements without being a technical pass-through
Negotiated contract renewals or term adjustments with B2B partners
Demonstrated HubSpot CRM rigor; every partner interaction logged, pipeline stages maintained
Bachelor's degree or equivalent experience
Bonus qualifications
SaaS startup experience, ideally in FinTech, LegalTech, or compliance
Built a partner health scorecard from scratch
Familiarity with technical terminology around APIs
