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Partner Operations Manager
| Company | Brex |
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| Location | New York, NY, USA |
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| Salary | $114808 – $143510 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Mid Level |
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Requirements
- 3+ years of experience in partner operations, revenue operations, sales operations, business operations, or similar; preferably at a VC-Backed Fintech or SaaS company
- Strong problem solving skills and collaborative approach to solutioning
- Excellent written and verbal communication, especially with complex process scripting
- High familiarity with CRM data models (Salesforce)
- Hands on dashboard creation experience, specifically in tools like Looker, Hex, etc
- Analytical mindset and desire for high data precision and accuracy
- Self-motivated and able to run with projects autonomously with minimal oversight
- Advanced spreadsheet and modeling skills
- Moderate SQL skills with experience in data visualization tools (Looker or Hex experience a plus)
- Strong attention to detail including in documentation
Responsibilities
- Define and manage partner processes, ensuring efficiency and effectiveness (including optimizing our partner portal)
- Develop, implement, and streamline lead-flow procedures. From lead forms → SFDC opportunity creation → dashboards, you will design end-to-end processes that produce the insights needed for business partners
- Proactively identify opportunities to provide additional reporting or analytical clarity to better understand business performance
- Planning and quota setting – You will partner with Revenue Operations to co-design incentive structures, specifically for sales overlay models, on a quarterly and annual basis
- Own forecasting and reporting for internal pipeline meetings to track progress towards goals and highlight key areas for improvement
- Partner with Enablement to lead internal and external trainings, educating supporting teams on the launch of new partners
- Support data requests for deal deep dives or compensation tracking
Preferred Qualifications
- Experience managing and optimizing complex partner portals
- Experience in embedded finance, fintech ecosystem partnerships, or experience scaling BD/Sales processes at high growth companies
- Experience with sales compensation design and tracking
- Knowledge of revenue recognition principles and finance systems
- Track record of successfully managing and growing partner ecosystems
