Senior Partner Delivery Coordinator

This is a fully remote position, open to applicants in North America.

📋 Description

• Oversee the partner project tracker, ensuring it serves as the definitive source for project stage, health, ARR, milestone dates, and project age across ongoing partner-led implementations.

• Develop and update recurring performance reports for partners.

• Create materials for partner Quarterly Business Reviews (QBRs) and internal pipeline and delivery assessments.

• Identify data discrepancies and secure timely, accurate updates.

• Conduct regular project health evaluations and highlight implementations that are at risk.

• Manage escalation responses, track mitigation efforts until resolution, and ensure stakeholders are informed.

• Analyze root causes and recurring issues, integrating findings into enablement resources and partner training.

• Ensure compliance with Planful's implementation methodology and standards for deliverables.

• Collaborate on the onboarding process for new partners and track their certification progress.

• Organize partner training sessions and office hours.

• Act as the primary operational contact for partner delivery leads and project managers.

• Work closely with Professional Services, Sales, and Customer Success teams on methodology, resource allocation, transitions, and post-launch processes.

• Facilitate communication between partner-side and Planful-side processes.

• Contribute to enhancements in the partner delivery framework.

⛳️ Requirements

• 3–5 years of experience in partner enablement, professional services operations, project coordination or PMO, channel operations, or implementation delivery — preferably in a B2B SaaS environment.

• Proven track record of managing project tracking and reporting for multiple concurrent projects.

• Proficient in Excel and Google Sheets; adept at creating and maintaining reports from imperfect data sources.

• Exceptional written and verbal communication skills.

• Demonstrated ability to drive initiatives across teams you do not directly manage, including with external partners.

• Highly organized and self-motivated, with good judgment on escalation needs and problem resolution.

• Experience in the EPM, FP&A, CPM, or finance-technology sectors.

• Familiarity with Salesforce, project management tools (such as Smartsheet, Asana, Jira, or similar), and business intelligence or reporting software.

• Background in collaboration with systems integrators or consulting partners.

• Exposure to development of enablement content or partner certification programs.

• PMP, CAPM, or equivalent qualifications in project management.

🏝️ Benefits

• 2 Volunteer days per year.

• Birthday Paid Time Off (PTO).

• Quarterly company Wellness Days.

• Three months' supply of diapers and meal deliveries for the first month of Maternity/Paternity leave.

• Generous parental leave policy.

• Access to Talkspace and mental health support services.

• Annual company-wide gatherings.

• Home office setup assistance.

• Monthly reimbursements for wifi and cell phone expenses for all employees, whether in-office or remote.

• Employee Resource Groups with support for establishing new ERGs and communities.