Partner Operations Specialist

Podium Education • Full-time • Remote (United States) • 3w ago

Fast Facts

The Partner Operations Specialist will oversee the execution of partner setup and the application enrollment journey in a remote setting, ensuring accurate configurations and clear communications across teams.

Responsibilities: Key responsibilities include coordinating partner launches, maintaining Salesforce records, monitoring funnel progress, and identifying operational improvements.

Skills: Required skills include strong experience with Salesforce, attention to detail, project management abilities, and clear communication; familiarity with data programs and automation tools is preferred.

Qualifications: Preferred qualifications include 2-4 years in project management, operations, or systems support, with experiences in higher education, edtech, or SaaS environments.

Location: Remote

Compensation: Not provided by employer. Typical compensation ranges for this position are between $60,000 - $85,000.

Partner Operations Specialist

Location: Remote

Reports to: Director of Partner Operations

Works closely with: Partner Success, Enrollment, Marketing, Finance, RevOps/Tech, Data Operations

About the Role

Partner Operations is the systems and data backbone of our partnership model. We ensure partners are launched, enrolled, billed, and reported on correctly every time.

The Partner Operations Specialist owns the detailed execution that powers partner setup, launch readiness, and the Lead → Application → Enrolled journey. This role ensures configurations are accurate, workflows function as intended, and cross-functional teams have clear visibility into operational status.

This position is execution-heavy, particularly in the first several months. You will spend meaningful time:

Configuring and auditing Salesforce records
Managing forms and field mappings
QA’ing landing pages, email triggers, and automation workflows
Supporting launch coordination and cross-team alignment
Monitoring funnel movement and flagging operational risks
Supporting partner relationships, communication and implementation

At the same time, this is not a task-only role. As you build context and credibility, you will be expected to:

Identify recurring friction points
Recommend structural improvements
Contribute to process standardization
Support scaling projects that reduce manual work and complexity

Success in this role means launches are predictable, data is trustworthy, cross-functional teams feel supported, and operational improvements ship consistently over time.

What You’ll Own

1. Launch Execution & Operational Leadership

Our highest operational risk is during launch and a partner’s first term. Precision here builds long-term trust.

You will:

Coordinate with partners to complete Launch milestones & source registration data
Configure and QA Salesforce partner and term setup
Validate application and registration workflows
QA landing pages, forms, and transactional emails
Manage launch readiness checklists and cross-functional signoff
Ensure partner requirements and configurations are reflected accurately in systems
Surface blockers early and clearly
Triage operational issues and route them appropriately
Support in-term deliverables and reporting inputs

2. Lead → Application → Enrolled Workflow Oversight

You will help maintain clean visibility across the post-lead funnel and ensure operational conditions support enrollment success.

You will:

Monitor funnel dashboards and flag stalled movement or anomalies
Identify friction caused by configuration, eligibility rules, or workflow gaps
Partner closely with Partners to source and Data Operations to process registration and directory data dependencies
Support census confirmation and billing alignment from an operational setup perspective.

3. Systems Ownership & Scalable Improvement

You will maintain the systems that power partner delivery and help make them better over time.This role requires both strong attention to detail and systems-level thinking.

You will:

Maintain Salesforce partner objects and term configurations
Update partner program details, contacts, and data-sharing structures
Perform QA on form logic, display rules, and automation workflows
Monitor integration tools and escalate issues appropriately
Maintain and refine documentation and SOPs
Liaise with University partners on implementation items.

As you grow in the role, you will:

Identify opportunities to optimize and standardize configurations
Reduce manual work through better structure or automation
Contribute to operational improvement initiatives each term
Support cross-functional scaling projects (forms evolution, automation readiness, workflow redesign)

Qualifications

2–4 years in Project management, operations, implementation, or systems support roles
Strong working experience in Salesforce
Experience working with internal cross functional emails and external clients
Experience with basic data programs, form platforms, automation tools (e.g., Zapier, FormAssembly, Excel), and email platforms preferred
Highly detail-oriented with strong QA instincts
Demonstrated ability to identify process improvements, not just execute tasks
Comfortable balancing structured operational work with problem-solving
Clear written communicator who escalates with context
Experience in higher education, edtech, or SaaS preferred

Who Thrives in This Role

You will do well here if you: