ESaaS - SFDC - Business Function Analysis & Business Architecture

We are seeking a highly organized and analytical Partner Operations & Sales Operations Specialist to support the efficiency and effectiveness of our partner ecosystem and sales organization. This role will be responsible for managing partner programs, sales processes, reporting, pipeline governance, forecasting support, operational excellence, and cross-functional collaboration. The ideal candidate combines strong business operations expertise with data-driven decision-making and stakeholder management skills to drive revenue growth and partner success.

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.
• 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.