Turning partner strategy into scalable, data-driven, well-governed execution
Owning the knowledge architecture and playbooks that allow partner work to scale without being dependent on individuals
Designing and maintaining a consistent structure for partner spaces
Standardizing and maintaining SOPs, runbooks, and checklists for core partner flows
Leading the design, build, and maintenance of dashboards and metrics that support execution and decision-making for partner operations
Using Salesforce as the primary data source, working closely with the Systems & Data domain owner to align on fields, report types, and data quality standards
Designing dashboards and views that are easy for key stakeholders to use
Collaborating with key cross-functional stakeholders to ensure that changes to partners, products, contracts, and systems are reflected in documentation, dashboards, and operational controls

8+ years of experience in operations, automation, business systems, analytics, or partner operations roles in a SaaS, fintech, or similar environment.
Working knowledge of SaaS and vendor/partner ecosystems.
Strong hands-on technical experience with:
Google Apps Script (or comparable scripting) for automating Sheets/Workspace workflows.
Workato (or similar iPaaS) for building and maintaining automations between systems.
Salesforce (or similar CRM) reports and data structures.
Looker Studio (or equivalent BI) and Google Sheets/Excel at an advanced level.
Experience with Glean or similar AI-enabled search/agent platforms for knowledge retrieval, summarization, and operational workflows is strongly preferred.
Demonstrated ability to design, build, and maintain dashboards and data models that stakeholders actually use for decisions.
Experience authoring and maintaining SOPs, runbooks, and knowledge base content in tools like Confluence or similar.
Familiarity with Jira or other work management tools for managing backlogs, sprints, and project work.
Strong analytical and problem-solving skills; comfortable tracing issues across systems, data, and process.
Ability to proactively identify and resolve process issues in a timely manner.
Excellent written communication skills; able to translate technical systems and data into clear, concise documentation and executive-ready views.

Strategic Operations Specialist

Key skills