Partner success: provision new partner accounts on cert

Partner success managers face manual account provisioning after certification, causing onboarding delays and blocked partner access. Partners activate quickly so success teams focus on relationships.

Overview

Manual account provisioning after certification creates onboarding bottlenecks and risks partner activation in financial services. This workflow provisions partner agent accounts at certification completion, eliminating manual handoffs so Partner Success can focus on high-value relationships. Teams report fewer onboarding errors and faster partner activation.

Notable Features

Create agent accounts on completion
Validate email and phone fields
Notify partner success and ops