Partner Operations Specialist

📋 Description

• Map, document, and enhance essential Partner Success and GTM processes.

• Take ownership of SOPs, QA checks, and process standards throughout the partner lifecycle.

• Identify manual or inefficient workflows and transform them into scalable methodologies.

• Lead operational enhancement initiatives that facilitate onboarding, adoption, and retention.

• Ensure documentation remains up-to-date, clear, and user-friendly.

• Maintain data quality and hygiene across critical systems such as Planhat and Salesforce.

• Establish data standards, conduct audits, and resolve issues at their source.

• Monitor integration health and promptly flag data drops or system problems.

• Enhance system reliability to ensure that reporting and automation function confidently.

• Develop and refine automations across Planhat, Intercom, Salesforce, Make, and Zapier.

• Utilize APIs, JSON, and workflow logic to minimize manual tasks and enhance visibility.

• Create alerts, tasks, and operational triggers that promote proactive partner management.

• Support scaled onboarding, segmentation, code mapping, and partner readiness efforts.

• Standardize templates, checklists, and workflows across various lifecycle stages.

• Assist in operationalizing Digital PS motions such as post-go-live and scaled partner engagement.

• Construct and maintain straightforward dashboards for operational and lifecycle performance.

• Monitor metrics such as time to first value, go-lives, backlog health, system hygiene, and adoption.

• Translate insights into actionable recommendations and next steps.

⛳️ Requirements

• Excellent attention to detail along with a passion for structure, process, and clear documentation.

• Proven experience in improving workflows, managing systems, and organizing chaotic operations.

• Confidence in using SQL, conducting data analysis, and performing root-cause investigations.

• Practical experience with automation tools such as Make, Zapier, or similar platforms.

• Comfortable working with APIs, JSON, technical documentation, and AI tools like Claude Code or Claude Cowork.

• Strong written communication skills with the ability to produce documentation that is genuinely utilized.

• Experience with Salesforce, Planhat, Intercom, or other comparable SaaS tools.

• Capability to manage multiple priorities consistently and follow through effectively.

• Interest in data analytics, scalable operations, and process enhancement within a SaaS environment.

• Nice to Haves:

• Background in Partner Success Operations, Revenue Operations, or a related SaaS operations position.

• Experience in constructing dashboards or working with reporting and BI tools.

• Familiarity with Planhat, Salesforce, Intercom, Make, Zapier, Loom, or similar applications.

• Basic scripting knowledge or a willingness to collaborate closely with technical teams.

• Strong skills in enablement or knowledge management.

🏝️ Benefits

• Comprehensive Health Plans.

• Flexible Paid Time Off.

• Travel Experience Perk.

• Annual Wellness Perk.

• Commuter Perk.

• Tenure-based Work From Anywhere Program.

• Parental Leave Top Up.

• Learning Allowance.