Partner Operations & Sales Operations Specialist - Business Function Analysis & Business Architecture

• Bachelor's degree in Business Administration, Marketing, Finance, Operations, or a related field.
• 5-9 years of experience in Sales Operations, Partner Operations, Revenue Operations, or Business Operations.
• Experience working with channel partners, distributors, resellers, or alliance ecosystems.
• Strong understanding of CRM platforms such as Salesforce, Dynamics 365, HubSpot, or similar.
• Proficiency in Microsoft Excel, Power BI, Tableau, or other analytics tools.
• Experience with sales forecasting, pipeline management, and performance reporting.
• Strong analytical, problem-solving, and organizational skills.
• Excellent communication and stakeholder management abilities.
• Experience supporting technology, software, SaaS, cloud, or consulting organizations.
• Knowledge of partner program management and channel sales operations.
• Experience with sales compensation, incentive management, and territory planning.
• Familiarity with automation tools, AI-powered analytics, and workflow management platforms.
• Salesforce Administrator certification or equivalent is a plus.

Partner Operations

• Manage onboarding, enablement, and ongoing support for strategic partners and channel organizations.
• Maintain partner records, contracts, incentives, certifications, and compliance documentation.
• Coordinate partner engagement programs, communications, and performance reviews.
• Track partner performance metrics, revenue contribution, pipeline generation, and program adoption.
• Support partner incentive programs, rebates, MDF (Market Development Funds), and rewards tracking.
• Collaborate with sales, marketing, finance, and partner management teams to ensure seamless partner operations.
• Identify process improvement opportunities to enhance partner productivity and engagement.

Sales Operations

• Manage sales pipeline governance, opportunity tracking, and CRM data quality.
• Develop and maintain sales dashboards, performance reports, and executive scorecards.
• Support sales forecasting, territory planning, quota tracking, and revenue analysis.
• Analyze sales performance trends and provide actionable insights to leadership.
• Establish and monitor sales KPIs, operational metrics, and process compliance.
• Assist in sales planning cycles, business reviews, and strategic initiatives.
• Drive CRM optimization and adoption across sales and partner teams.

Data, Reporting & Analytics

• Build and maintain operational reports and dashboards using CRM and BI tools.
• Provide weekly, monthly, and quarterly business performance reporting.
• Conduct pipeline, win/loss, partner performance, and revenue analysis.
• Ensure data integrity across sales and partner management systems.
• Generate executive-level insights and recommendations to improve business outcomes.

Process Optimization

• Document and standardize operational processes and best practices.
• Identify automation opportunities using workflow, AI, and reporting tools.
• Collaborate with IT and business stakeholders to enhance operational systems.
• Support change management initiatives and process transformation projects.