Strategic Operations Specialist - Corporate Development

USFull-TimeMiddle

Salary104000 - 130000 USD per year

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Job Details

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).
Strong hands-on technical experience with Workato (or similar iPaaS).
Strong hands-on technical experience with Salesforce (or similar CRM) reports and data structures.
Strong hands-on technical experience with Looker Studio (or equivalent BI) and Google Sheets/Excel at an advanced level.
Experience with Glean or similar AI-enabled search/agent platforms is strongly preferred.
Demonstrated ability to design, build, and maintain dashboards and data models.
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.

Own the knowledge architecture and playbooks that allow partner work to scale without being dependent on individuals.
Design and maintain a consistent structure for partner spaces (e.g., overview, tech/implementation guides, Q2C runbooks, support procedures, FAQs, dashboards, and key links).
Standardize and maintain SOPs, runbooks, and checklists for core partner flows (onboarding, implementations, cancellations, notifications, and related M&A integration touchpoints).
Lead the design, build, and maintenance of dashboards and metrics that support execution and decision-making for partner operations and the broader operations function.
Use Salesforce as the primary data source, working closely with the Systems & Data domain owner to align on fields, report types, and data quality standards.
Apply Google Apps Script, Workato, and AI tools such as Glean agents (where appropriate) to automate recurring tasks.
Partner with the Process Excellence & Automation and Systems & Data domains to map current-state partner/operations workflows, identify bottlenecks or failure points, and design future-state flows.
Support the intake and triage of new operational work (via request forms, Jira, Slack, etc.).
Translate complex systems, data flows, and automations into clear SOPs and guides.
Support the Partner Program by ensuring partner onboarding, communications, and health metrics are operationalized through clear documentation, dashboards, and tooling.

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