Partner Operations Data Analyst

This is a fully remote position, open to applicants in Costa Rica.

📋 Description

• Oversee partner attribution logic, ensure data quality, and facilitate cross-system reconciliation between Salesforce and other partner platforms.

• Confirm the accuracy of partner opportunity data and deal registrations against the partner portal.

• Create transparency regarding partner health, pipeline status, and booking outcomes.

• Develop and implement structured data cleanup processes across Salesforce and the partner portal.

• Collaborate with Systems to manage field-level access governance.

• Establish, document, and conduct an annual review of partner active/inactive status logic.

• Maintain the partner data dictionary and documentation of definitions.

• Keep a detailed change log for record modifications.

• Design partner data flows into Salesforce to ensure it serves as the single source of truth.

• Assist in the creation of AI-driven dashboards and forecasting tools utilizing resources like Claude.

• Uphold data quality and structure for AI initiatives and forecasting activities.

• Validate partner commissions, payouts, rebates, and tier requirements.

• Provide quarterly reports on tier progression.

• Support regular PAM, regional performance, and forecasting reports.

• Proactively identify data issues and lead structured User Acceptance Testing (UAT) for reporting and dashboard improvements.

• Collaborate with cross-functional project leaders on data cleanup and reporting workflows.

• Work together on partner portal and Crossbeam data challenges, outputs, and configuration decisions.

• Assist with updates to territory and account assignments.

• Contribute to discussions regarding partner portal data exposure and change requests.

• Coordinate with data governance and Finance teams to align on data policies and procedures.

• Serve as a primary contact for PAM and Regional Partner leadership regarding data inquiries.

⛳️ Requirements

• At least 3 years of experience in partner operations, channel operations, revenue operations, or sales operations, with practical Salesforce experience.

• Extensive, hands-on knowledge of working with data, including cleaning and structuring large, complex datasets and developing reports and models.

• Experience in a Software as a Service (SaaS) environment.

• Proficient in Excel or Google Sheets, with the ability to reconcile and verify data across multiple systems.

• Strong attention to detail and a proactive approach to identifying potential issues before they escalate.

• Comfortable suggesting and shaping data governance standards alongside Partner Programs leadership and the Systems team.

• Genuine enthusiasm for utilizing AI tools, such as Claude.

• Ability to map data across Salesforce, the partner portal, and Crossbeam effectively.

• Excellent cross-functional communication abilities.

• Experience with partner or channel programs such as tiering, deal registration, or Marketing Development Funds (MDF) is advantageous, but not mandatory.

• Capability to navigate attribution across marketing, MDF, and referral sources.

• Experience with handling financially sensitive data, such as commissions or payouts, is a plus.

🏝️ Benefits

• Comprehensive Health & Life insurance coverage for full-time employees and their families.

• Monthly stipend to enhance your work and productivity.

• 12 days of paid vacation plus a Flexible Time Away Program.

• 20 weeks of fully paid maternity leave.

• 12 weeks of fully paid paternity/adoption leave.

• A personal paid volunteer day to support community initiatives.

• Opportunities for professional development, including access to LinkedIn Learning online courses.

• Company-funded perks, including a counseling membership and a personal Smartsheet account.

• Teleworking options available from any registered location in Costa Rica (specific to the role).