Partner Operations Data Analyst
No salary listed
Mid
Remote in Costa Rica
RemoteRemote work is available only within Costa Rica; applicants must reside there. Must reside in Costa Rica.
Sales & Account ManagementSales Operations
About the job
Requirements
- A minimum of 3 years of experience in partner operations, channel operations, revenue operations, or sales operations, with hands-on Salesforce experience.
- Hands-on expertise cleaning and structuring large, messy datasets and building reports and models to make the data usable.
- Experience in a SaaS environment and familiarity with CRM-driven pipeline, multi-tier partner segmentation, and usage-based metrics.
- Strong Excel or Google Sheets skills and the ability to reconcile and validate data across multiple systems.
- Attention to detail and the ability to flag data issues before they compound.
- Ability to propose and shape data governance standards with Partner Programs leadership and the Systems team.
- Interest in using AI tools, including Claude, to design how partner data is surfaced and used.
- Ability to map data flows across Salesforce, the partner portal, and Crossbeam, and identify structural problems.
- Cross-functional communication skills to work with Systems, Finance, and Regional Partner leadership without formal authority.
Responsibilities
- Maintain partner attribution logic, data quality, and cross-system reconciliation across Salesforce and other partner systems, ensuring MDF campaigns, marketing activities, and partner directory leads are captured and attributed to pipeline.
- Validate partner opportunity data, including deal registration for partner-sourced deals, and reconcile Salesforce against the partner portal.
- Build and maintain visibility into partner health, pipeline health, and bookings results so partner leadership and Partner Account Managers can manage their books of business proactively.
- Design and execute structured data cleanup across Salesforce and the partner portal, including account, opportunity, and territory records, and help establish governance standards with Partner Programs leadership and the Partner Systems lead.
- Work with the Systems team on field-level access governance so only appropriate people can update partner data.
- Define and document partner active and inactive status logic and run the annual review applying it across the partner base.
- Maintain the partner data dictionary and definitions documentation as attribution logic, tiering rules, and reporting definitions evolve.
- Maintain a change log for record updates documenting what changed, why, and when.
- Design how partner data flows into Salesforce as the single source of truth, partnering with the Partner Systems lead to prevent record conflicts.
- Help build ways to make partner data visible and usable for Partner Account Managers through AI, including Claude, AI-assisted dashboards, and forecasting support.
- Steward the data quality and structure that AI and forecasting initiatives depend on.
- Own accuracy of partner commission and payout validation for partner-sourced opportunities and deal registrations, providing Finance with timely, clean data ahead of processing.
- Administer end-of-year partner rebates by identifying amounts due, validating partner eligibility, and working with Finance to ensure accurate, timely payment.
- Support end-of-year partner re-tiering by validating partner performance against tier requirements and driving resulting account updates.
- Deliver a structured quarterly tier-progression report for Partner Account Managers and/or partners, showing progress toward maintaining or advancing partner tiers.
- Support the accuracy of recurring Partner Account Manager and regional performance and forecasting reports, keeping source data clean and current as reporting cadence evolves.
- Identify data issues proactively and drive structured user acceptance testing when enhancements are released to internal or partner-facing reporting and dashboards.
- Work with cross-functional project owners, including active PMO or operations initiatives, on data cleanup and reporting workstreams, executing required data-side tasks.
- Work with the Partner Systems lead on partner portal and Crossbeam data by flagging issues, validating outputs, and representing data and attribution considerations in system and configuration decisions.
- Support territory management with Regional Partner leadership when territory or account assignments change, ensuring accurate record updates.
- Provide input on which partner data is exposed in the portal and how partners can request changes.
- Align with broader data governance and Finance teams on data update policies and processes.
- Serve as a day-to-day contact for data questions from Partner Account Managers and Regional Partner leadership, escalating policy-level questions to Partner Programs leadership.
Desired Qualifications
- Experience with partner or channel programs, such as tiering, deal registration, or MDF.
- Comfort untangling attribution across marketing, MDF, and referral sources and connecting campaign and program activity to pipeline results.
- Experience handling financially sensitive data, such as commissions or payouts, with a high standard of accuracy.
About the company
Smartsheet builds cloud software for teams that plan projects, coordinate operations, and track work across an organization. Its spreadsheet-style workspaces combine task records with reports and dashboards, while teams switch between table, board, calendar, and project timeline views. Users collect information through forms, set rules for reminders and approvals, and connect their work to tools such as Microsoft Office, Google Workspace, and Slack without building a separate application. The company sells subscriptions with paid member seats and enterprise plans, plus optional products for more complex workflows. Smartsheet was founded in 2005 and is headquartered in Bellevue, Washington, United States.
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
Bellevue, Washington
Founded
2005
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Simplify's Take
What believers are saying
- Enterprise selling has a broad foothold: Smartsheet says over 85% of Fortune 500 companies use its platform.
- Japan expansion has traction: Smartsheet reported more than 400 Japanese customers in September 2026.
- US retirement saving gets support: Smartsheet matches half of employee contributions up to 6% of eligible pay.
What critics are saying
- Billing needs active oversight: Smartsheet provisional members become paid seats under administrator upgrade settings when existing seats run out.
- Employee equity lacks exchange liquidity: Smartsheet is privately held, and its shares no longer trade on the NYSE.
- View consistency is limited: September 2026's Pro card-view replacement, board view, remains unavailable in Smartsheet's mobile app.
What makes Smartsheet unique
- Government work has a separate platform: Smartsheet.gov pairs FedRAMP authorization with defense department IL4 security requirements.
- Repeat projects follow one blueprint: Smartsheet Control Center creates matching sheets, reports, and dashboards from shared templates.
- Campaign work connects to finished assets: Smartsheet links approvals and planning to its Brandfolder content library.
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Benefits
- Health and wellness benefits - From sick days to mental health services, we support you. We provide company-sponsored comprehensive healthcare coverage and well-being benefit programs so you can take care of your whole self.
- Time away - We want you to find time for what matters to you. We offer a variety of programs so you can recharge and reconnect, including paid time off for company holidays, vacation, volunteering, military leave, and parental bonding.
- An investment in your future - We help you plan for the dreams you're working toward. We offer every employee competitive pay, retirement contributions, stock awards, and an employee stock purchase program.
- Perks and discounts - It's the details that make life easier. From discount programs and an allowance for work-related expenses, to medical concierge (U.S. only) and caregiver services, we help set you up for success both at work and outside of it.
- An inclusive environment - We strive to foster a culture of belonging that is rooted in respect for all people. We believe that by celebrating diversity of voices and experiences, and by creating equitable opportunities for our team, customers, and communities, we enable people to do and be their best.
- Continuous learning - We know that when you're growing, so are we. That's why we provide opportunities to develop on the job through internal mobility, virtual learning, and a variety of development programs.