Manager, Referral Partner Operations

This is a fully remote position, open to applicants in United States.

📋 Description

• Gather, assess, and reconcile lead and case information from external law firm partners into Salesforce with accuracy and punctuality.

• Establish reconciliation standards and uphold data integrity.

• Act as the internal authority on partner data workflows.

• Proactively monitor pending and aging cases.

• Facilitate document collection from external partners while meeting targets and deadlines.

• Ensure partners are accountable for delivering necessary data and materials.

• Lead weekly prioritization of the team's tasks.

• Set clear expectations and hold team members responsible.

• Provide real-time coaching to team members and engage in performance discussions.

• Serve as a player-coach by managing accounts and directly engaging with the data.

• Organize recurring monthly tasks against deadlines and monitor workstream progress.

• Identify and address process deficiencies.

• Respond to executive inquiries regarding metrics and project status.

• Offer insights on issues, proposed solutions, recommendations, and necessary support backed by data.

⛳️ Requirements

• 3–5 years of experience in operations, data reconciliation, or a position where precision and partner-facing coordination were essential responsibilities.

• Proven experience in team management, including expectation setting, conducting accountability discussions, and fostering team development.

• Strong project management skills encompassing work sequencing, tracking multiple workflows, and adhering to recurring deadlines.

• Outstanding attention to detail concerning numerical accuracy and reconciliation.

• Comfortable presenting numerical data and status updates directly to executives without a script.

• Motivation to take ownership and enhance an operational function.

• Experience in ensuring accountability from external partners regarding data or deliverables without formal authority.

• Preferred: experience managing partner or vendor relationships that involve data exchanges.

• Preferred: background in legal, financial services, or similar regulated sectors.

• Preferred: experience in process improvement or systems optimization.

• Proficiency in Salesforce or familiarity with Salesforce data flows.

• Alignment with the company's values: adaptability, commitment, no-ego energy, ownership, and urgency.

🏝️ Benefits

• Eligible for performance-based bonus.

• Medical, dental, and vision insurance.

• 401(k) plan with company matching.

• Health Savings Account (HSA).

• Life insurance coverage.

• Disability insurance.

• Paid time off.

• Parental leave.

• Fully remote work opportunity.