Partnerships Ops Associate

This is a fully remote position, open to applicants in Arizona, +10 more states.

📋 Description

• Oversee onboarding checklists from the signed agreement to the launch, monitoring outstanding items until the partner is operational.

• Assist partners in completing Graphite Connect setup and input partner details and fees into Salesforce.

• Aid in integration scoping with Product and BI, including feature lists, data transfer, and API and filter configurations.

• Distribute month-end partner reports, confirm recipients, and follow up on any incomplete partner setups.

• Upload payment files and verify invoices against month-end figures.

• Address PO discrepancies and manage approvals, accruals, and one-time payout adjustments.

• Respond to partner inquiries regarding reports, invoices, and payout statuses, and identify report inconsistencies.

• Oversee the LinkSquares workflow, including MNDAs, IOs, agreements, signature tracking, and follow-ups.

• Organize legal reviews and maintain a systematic record of past agreements for easy retrieval.

• Assist with TPRM reviews, security questionnaires, and evaluations of vendors and traffic destinations.

• Manage Asana tickets and audit information requests.

• Monitor disclosure language updates through compliance approvals.

• Facilitate and pursue requests across Product, Ops, BI, Compliance, and Legal, then communicate status updates to partners and lenders.

• Assess technical issues (API, quoting, anomalies) to determine if the cause is technical or data-related before escalating.

• Maintain prospect and partner trackers, and assist in the initial review of incoming leads.

⛳️ Requirements

• Bachelor's degree or equivalent experience in business, finance, or a related discipline.

• 0 to 2 years of experience in operations, account management, finance operations, or a similar coordination role (internships included).

• Exceptional attention to detail, particularly with figures, invoices, and contract conditions.

• Proficient in Google Sheets, including lookups, pivots, and basic reconciliations.

• Strong written communication skills for interacting with external partners and internal teams.

• A systematic approach to managing multiple open items simultaneously, with a commitment to follow up until resolution.

• Sound judgment on when to address a problem directly and when to escalate it.

• Ability to handle confidential partner, financial, and compliance information with discretion.

• Familiarity with Salesforce, LinkSquares, or another contract management tool, Asana, Looker, or Slack.

• Experience or exposure to fintech, lending, marketing partnerships, affiliate, or performance marketing.

• Understanding of vendor risk management (TPRM), security questionnaires, or compliance processes.

• Knowledge of procure-to-pay processes, including POs, invoicing, and accruals.

• Interest in automating repetitive tasks using scripts, templates, or workflow tools.

🏝️ Benefits

• Clear pathway to roles such as Strategic Partnerships Analyst or Partner Operations Specialist.

• Equal opportunity employer.

• Consideration for employment of qualified applicants with criminal histories, in accordance with applicable law.